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Will Writing & Custody Services
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1. Particulars of Introducer
Name of Introducer
*
Organisation
*
Agent Code (if any)
*
Address
*
Contact Details (H/P)
*
Office
*
Email
*
2. Particulars of Applicant
Name of Applicant
*
NRIC Number
*
D.O.B
*
Gender
*
Male
Female
Nationality
*
Malaysian
Other
Occupation
*
Annual Income
*
Address
*
Contact Details (H/P)
*
Office
*
Email
*
3. Preferred Language
English
Chinese
6. Appointment of Executor & Trustee
Perpertual Trustees Berhad as Executor
Sole Executor & Trustee
First Substitute to the above
Neither
1st Executor & Trustee
Full Name
*
NRIC Number
*
D.O.B
*
Gender
*
Male
Female
Relationship to Settior
*
Address
*
Contact Details (H/P)
*
Office
*
Email
*
2nd Executor & Trustee
Full Name
*
NRIC Number
*
D.O.B
*
Gender
*
Male
Female
Relationship to Settior
*
Address
*
Contact Details (H/P)
*
Office
*
Email
*
3rd Executor & Trustee
Full Name
*
NRIC Number
*
D.O.B
*
Gender
*
Male
Female
Relationship to Settior
*
Address
*
Contact Details (H/P)
*
Office
*
Email
*
Checklist :-
*
Checklist 1
Checklist 2
Checklist 3
Checklist 4
Customer Due Dilligence Checklist ?
*
Yes
No
CDDC 1
2
3
4
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