Detail Form

  • Particulars of client

  • Name (must be exactly the same as per your IC/Passport, capital letters only)
  • IC/Passport No.
  • Address

  • Main Executor

    Executor is a person whom you appoint to handle your assets. We recommend you appoint your main beneficiary to be the main executor.

  • Relationship
  • Full Name as per your IC/Passport
  • IC/Passport No.

  • Substitute Executor

    If the main executor is not around, not willing or not able to perform the duties, you appoint a substitute executor to take over the duties of the main executor. We recommend you appoint one of the other beneficiaries to be the substitute executor.

  • Relationship
  • Full Name as per your IC/Passport
  • IC/Passport No.

  • Contingent Executor

    If both of the above executors are not around, not willing, or not able to perform the duties, you appoint another contingent executor.

  • Relationship
  • Full Name as per your IC/Passport
  • IC/Passport No.

  • Substitute Guardians (optional)

    This section is for clients with children below 21 years of age. Your spouse is always the natural or legal guardian of your young children.
    We recommend you appoint a substitute guardian in case of a common disaster.
    The substitute guardian will be given the powers to have care, custody and control of your young children.

  • Substitute Guardian 1

  • Relationship
  • Full Name as per your IC/Passport
  • IC/Passport No.

  • Substitute Guardian 2

  • Relationship
  • Full Name as per your IC/Passport
  • IC/Passport No.

  • Main Beneficiaries

    Beneficiaries are individuals who will receive your assets which include cash in the banks, stocks and shares, motor vehicles, club membership, etc (all assets in your single name). Organizations can also be named as beneficiaries.

  • Main Beneficiary 1

  • Full Name as per your IC/Passport
  • Relationship
  • IC/Passport No.
  • Share (%)

  • Main Beneficiary 2

  • Full Name as per your IC/Passport
  • Relationship
  • IC/Passport No.
  • Share (%)

  • Main Beneficiary 3

  • Full Name as per your IC/Passport
  • Relationship
  • IC/Passport No.
  • Share (%)

  • Main Beneficiary 4

  • Full Name as per your IC/Passport
  • Relationship
  • IC/Passport No.
  • Share (%)

  • Main Beneficiary 5

  • Full Name as per your IC/Passport
  • Relationship
  • IC/Passport No.
  • Share (%)

  • Details of substitute beneficiaries not given above

  • Substitute Beneficiary 1

  • Full Name as per your IC/Passport
  • Relationship
  • IC/Passport No.
  • Share (%)

  • Substitute Beneficiary 2

  • Full Name as per your IC/Passport
  • Relationship
  • IC/Passport No.
  • Share (%)

  • Substitute Beneficiary 3

  • Full Name as per your IC/Passport
  • Relationship
  • IC/Passport No.
  • Share (%)

  • Substitute Beneficiary 4

  • Full Name as per your IC/Passport
  • Relationship
  • IC/Passport No.
  • Share (%)

  • Substitute Beneficiary 5

  • Full Name as per your IC/Passport
  • Relationship
  • IC/Passport No.
  • Share (%)

  • Details of contingent beneficiaries not given above

  • Contingent Beneficiary 1

  • Full Name as per your IC/Passport
  • Relationship
  • IC/Passport No.
  • Share (%)

  • Contingent Beneficiary 2

  • Full Name as per your IC/Passport
  • Relationship
  • IC/Passport No.
  • Share (%)

  • Contingent Beneficiary 3

  • Full Name as per your IC/Passport
  • Relationship
  • IC/Passport No.
  • Share (%)

  • Contingent Beneficiary 4

  • Full Name as per your IC/Passport
  • Relationship
  • IC/Passport No.
  • Share (%)

  • Contingent Beneficiary 5

  • Full Name as per your IC/Passport
  • Relationship
  • IC/Passport No.
  • Share (%)
  • This field is for validation purposes and should be left unchanged.