PERPETUAL TRUSTEES BERHAD Your TRUST WILL begin with us

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Presentation transcript:

PERPETUAL TRUSTEES BERHAD Your TRUST WILL begin with us

WHO IS PERPETUAL TRUSTEES? Perpetual Trustees Berhad has been set up to provide the entire range of trustee services to a broad spectrum of society and business enterprises. Together with ING Group an international financial powerhouse as a shareholder, Perpetual Trustees intends to bring to Malaysia international standards and expertise in the provision and management of trustee services.

BOARD OF DIRECTORS: OUR CHAIRMAN Tan Sri Dato’ Ahmad Sabki Jahidin Director of Nanyang Holdings Berhad Director of Gula Perak Berhad Director of Hwang-DBS Berhad Director of Cygal Berhad OUR DIRECTORS Mr. Murali B.Pillai Managing Partner of Murali B.Pilllai And Associates, Advocates & Solicitors Ms. Tan Liling Executive Vice President of ING Insurance Berhad

OUR MISSION “To be the most effective and preferred partner in estate planning and trustee services”.

OUR OBJECTIVES To carry out all activities of a trust company mandated by the laws of the land including but not limited to accepting and executing the office of trustee, executor, administrator, guardian, next friend and any other appointment of fiduciary nature. Advising and providing estate planning advisory services including wealth management services for individuals. Providing corporate trustee services in all areas required by companies.

THE ING ADVANTAGE ING Group is a Global Financial Services provider. - has more than 150 years experience in asset management,banking and insurance. - top ten global financial companies with more than 60 million customers world wide. Offices in over 50 countries with more than RM2.5 trillion assets under management. ING Group is a major component of our strategy. By leveraging off ING’s international and local investment and financial expertise, Perpetual Trustees intends and will give its clients the highest level of service and returns.

OUR SERVICES Our range of trustee services provided by a team of experienced professionals will include: Corporate Clients Individuals Estate Administration Will Writing and Custody

Corporate Clients Trustee for group employee insurance schemes Trustee for asset securitization schemes involving issue of bonds, debentures or loan stocks Trustee for unit trust scheme, institutional investment trust and REITS (real estate investment trust) Trustee for Islamic financial instruments Trustee for proprietary clubs i.e. Golf Clubs Trustee for foundations i.e. NGOs and Charitable Institutions Any other corporate activities that require Trustee Services

WHY CHOOSE Perpetual Trustees Corporate Services? Perpetual Trustees stands for integrity, reliability and efficiency. With the backing of the ING Group, which has international experience and expertise in asset securitization, unit trust, investment management and the entire spectrum of financial instruments and services, we will take an active approach, provide sound advice and effective execution tailor made to our client needs.

Individuals By appointing Perpetual Trustees as your Trustee you will enjoy the followings: The comfort of knowing your trust is administered and managed by a professional trustee with integrity and vast experience A personal service which is swift, reliable and efficient The convenience of having all types of the trust under one roof Sound investment management of your trust fund Estate planning advice using trust instruments

Cont… Legal expertise to help you create a trust that covers all contingencies Managing your trust with impartiality to ensure all beneficiaries are treated fairly Your wealth is protected because Corporate Trustees are regulated by Trust Companies Act 1949 (revised 1973)

Estate Administration By appointing Perpetual Trustees as your Executor or Administrator we will relieve you from the following responsibilities: Identifying the assets and liabilities Identifying the beneficiaries of the estate Obtaining the Letters of Administration or Grant of Probate Dealing with tax returns and liabilities Administering assets locally and abroad

Cont… Settling the estate debts Acting as your trustee of a trust created under your will Distribution of assets to the beneficiaries Preparing and completing all the relevant accounts With Perpetual Trustees you don’t have to provide an indemnity as it is in the case of private executors and we undertake speedier administration and settlement of your estate. As for the administration of Muslim estates, Perpetual Trustees will administer these in accordance with Syariah Law

OUR PERPETUAL COMMITMENT To ensure you have planned for any eventuality To safeguard and maximize your interest To provide personal and financial safeguards for you and your family To provide swift and efficient service

THE PERPETUAL ADVANTAGE We are backed by an International Financial Powerhouse – the ING Group which is one of the largest financial institutions worldwide which manages assets in excess of RM2.5 trillion. We can tap into the worldwide investment expertise of our associate – the ING Group. We provide you with a choice of trust funds that are designed to allow you to customize your investment portfolio in a simple and convenient manner. We have extensive range of trust products designed to cater for your individual needs.

Cont… We have the expertise to handle complicated Trust and Estates matters. We have the expertise in structuring special trust for high net worth individuals who have assets worldwide. We are fully backed up by a management team who are professionals from various disciplines such as legal, financial and investment who are committed to fulfilling our clients individuals needs and expectations with the highest level of integrity and professionalism.

OUR EDGE Backed by International Financial power house-the ING Group Wide range of trust products and services both locally and abroad Professional management by experienced and trained experts Personal services which is swift, efficient and reliable The convenience of having Estate and Trust Administration under one roof.

DO NOT HESITATE , CALL US NOW….. Perpetual Trustees Berhad Ground floor, Wisma Damansara Jalan Semantan ,Damansara Heights 50490 Kuala Lumpur. Tel: 20962672/73 Fax: 20962675 www.perpetualtrustees.com.my tbhd@streamyx.com

THANK YOU