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  • Board of Directors » Rockwills Corporation Pte Ltd
    Federation of Public Listed Companies Lions Club Host and as a Red Crescent fund raiser as well as member of the La Salle PJ School board of governors He has also been the recipient of the Young CPA award and composer of the Smile song sponsored by Malayan Banking Tourist Development Corporation and Radio Televisyen Malaysia in the 90s Mr Saw Leong Aun Independent Director Mr Saw is the Chief Executive Officer and Director of Rockwills Corporation Sdn Bhd Malaysia He is the author of two books All You Need To Know About Wills published by Times Publications and Guide to Planning Your Will Effectively published by Leeds Publishers He has more than 25 years experience in the financial services industry He holds an Honours Degree in Social Science from the University of Malaya Prior to this he was the Deputy General Manager of BHLB Pacific Trust Management and has played a key role in building the company into the second largest privately owned unit trust company In 1982 to 1990 he was with Prudential Assurance Malaysia Berhad and his last position was Deputy Marketing Manager being responsible for all aspects of operations underwriting training marketing development of products and agency development During this period he has helped set up the various branches and trained the agents on the Professional Competence Examination He was instrumental in setting up BHLB Pacific Trust Management Berhad BPTMB now known as SBB Mutual Berhad in 1990 and left in 1995 During his time at BPTMB it became one of the largest private unit trust companies In 1995 he played a pivotal role in setting up two companies Rockwills Corporation Sdn Bhd and BHLB Trustee Berhad Mr Saw was promoted to be the Chief Executive Officer of Rockwills Corporation in 1996 and was the Advisor of BHLB Trustee Berhad since 1995 Mr Saw became a Director of Rockwills Corporation and also BHLB Trustee Berhad in 1999 In 2006 he resigned as the Director of BHLB Trustee Berhad Mr Saw was a Finalist in 1998 for the Chivas Regal Success Unlimited Award recognizing outstanding young CEO General Managers He has also helped build the Rockwills brand regionally and Rockwills was recognized with the Silver Award for Emerging Brands for services by Malaysian International Chamber of Commerce and Industry in 2005 Mr Lim Sian Pheng Director Mr Lim is a Certified Financial Planner CFP holder and a qualified lawyer having been called to the Malaysian Bar Prior to joining Rockwills Corporation Sdn Bhd in 1994 he was attached to Messrs Kean Chye Sivalingam one of the more established legal firms in Ipoh Perak Malaysia He was one of the pioneers in Rockwills Corporation Sdn Bhd with more than 10 years experience and has played a key role in building a network of highly Professional Will Writers He is now in charge of Rockwills International Group of Companies Human Resource he is also the Chairperson of Rockwills Trustee Bhd s Investment Committee and acting as the Group Legal

    Original URL path: http://www.rockwills.com.sg/trustee/index.php?mid=5&p=contents-item&id=2 (2012-12-22)
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  • Our Management Team » Rockwills Corporation Pte Ltd
    Limited BMT as its Chief Executive Officer BMT is Singapore s oldest trust company and is listed on the main board of the Singapore Exchange Since March 2008 he has been appointed as CEO of the Rockwills Group in Singapore Rockwills is in the business of Wills Estate Planning the administration of Trusts and the management of offshore corporate structures in wealth management Lee Chiwi is the author of three books namely Legal Aspects of Unit Trusts in Singapore 2001 The Lexington Trust Guide to Succession and Trusts in Wealth Management 2005 The 2nd edition The Rockwills Guide to Succession and Trusts in Wealth Management was published in 2008 and Drafting of Trusts and Will Trusts in Singapore which he co authored with the principal author James Kessler Q C 2007 He has also from time to time contributed articles in various Financial Journals on topics relating to fund management financial advisory business succession and trusts He has also regularly been invited to speak at seminars and conferences on matters concerning trusts and wealth management topics Since 2004 he was appointed as adjunct faculty member of the Singapore Management University for their Wealth Management MSc Program lecturing in Tax and Estate Planning Mr Lee heads the business of Rockwills Trustee Limited Mr Lee undertake feasibility studies for development projects and to supervise the implementation of such projects Furthermore he provides oversights of the business as well as formulating business development plans and marketing initiatives Ms Zhang Ziyu Trust Manager Resident Manager Ziyu joined Rockwills on 9th July 2009 as a Manager to deal with the Trusts Corporate and Fiduciary Services business at Rockwills Trustee Ltd and was appointed as Resident Manager of Rockwills Trustee Ltd on 4th August 2010 Ziyu has prior experience in relevant trust business at ATC Trustees

    Original URL path: http://www.rockwills.com.sg/trustee/index.php?mid=5&p=contents-item&id=3 (2012-12-22)
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  • Investment Trusts » Rockwills Corporation Pte Ltd
    Private Trustee Services Objectives Ensure that there are sufficient funds for your loved ones upon your untimely demise Ensure that the amount is enough to cover your child s maintenance education and medical expenses or to maintain your lifestyle in the future Protect your loved ones from being affected by the future high living costs and inflation The Solution Create an Investment Trust with Rockwills Trustee The funds which you have entrusted to us can be invested under advice of an appointed financial advisor of your choice It can be invested in a portfolio of unit trusts depending on your risk profile and time horizon to generate an income for the continual cash flow for you your loved ones and even future generations On the other hand if you feel that you are competent and capable making your own investment decisions you can even reserve the investment powers of the Trust How an Investment Trust Helps You In the event any unforeseen incidents were to happen to you the Investment Trust can ensure that there will be ready funds for maintenance and regular financial provisions of your loved ones The income portion from the investments can be utilized for your

    Original URL path: http://www.rockwills.com.sg/trustee/index.php?mid=19&p=contents-item&id=9 (2012-12-22)
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  • Property Trusts » Rockwills Corporation Pte Ltd
    Articles FAQs Contact Us Contact Information Online Enquiries Home Our Services Private Trustee Services Property Trusts Private Trustee Services Objectives You wish to leave your house to your spouse But your aged mother is also living under the same roof You are concerned that your spouse may sell off the house leaving your mother with no place to live You have a disabled child You want to ensure that your child can continue to stay in the house during his lifetime You are worried that after you pass away the creditors of your estate may claim the family home The Solution Create a Property Trust with Rockwills Trustee to safeguard properties for your beneficiaries interests How a Property Trust Helps You Protects your property against creditors claims if the Trust is irrevocable and a 5 year period is crossed Protects the rights of your loved ones to stay in the particular property until such time that you stipulate You can set terms and conditions on your beneficiaries to comply before the property can be transferred to them Prevents your properties from being sold by spendthrift beneficiaries until they are matured or have reached the age you specify During your lifetime

    Original URL path: http://www.rockwills.com.sg/trustee/index.php?mid=19&p=contents-item&id=8 (2012-12-22)
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  • Charitable Trusts » Rockwills Corporation Pte Ltd
    Trustee for Pension Funds Home About Rockwills Trustee Overview Board of Directors Management Team Our Services Private Trustee Services Corporate Trustee Services Customized Trustee Services News Room News Events Press Clipppings Articles FAQs Contact Us Contact Information Online Enquiries Home Our Services Private Trustee Services Charitable Trusts Private Trustee Services Objectives Ensure that your wishes would be followed that includes making periodical donations to the intended charities Appoint a trustworthy person who can execute your instructions and perform these tasks taking into account the time and expertise required Leave alternative instructions in the event the charitable organization which you want to benefit has been deregistered or dissolved The Solution Create a Charitable Trust with Rockwills Trustee where we provide the answers to all the above concerns by ensuring a smooth administration on the Trust Fund Benefits of a Charitable Trust Your intentions and instructions pertaining to the charitable distribution are adhered to The moneys in the Trust Fund are well managed and that there is regular income to distribute the funds to the intended charitable bodies Continuity of distribution to other charitable organizations if the appointed charitable organization has been deregistered or otherwise Being a regulated body Rockwills Trustee is

    Original URL path: http://www.rockwills.com.sg/trustee/index.php?mid=19&p=contents-item&id=7 (2012-12-22)
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  • Asset Protection Trusts » Rockwills Corporation Pte Ltd
    Services News Room News Events Press Clipppings Articles FAQs Contact Us Contact Information Online Enquiries Home Our Services Private Trustee Services Asset Protection Trusts Private Trustee Services Objectives Prevent your hard earned assets from being squandered by spendthrift dependents Your creditors will not be able to lay a claim on some of your assets in the event you face financial difficulties business risks bankruptcy seizure by creditors or property foreclosure Protect your existing assets in the event your business faces cash flow problems or investment failures You do not wish your beneficiaries to be reckless in managing your hard earned assets after you have passed away The Solution Create an Asset Protection Trust with Rockwills Trustee and you can be assured that your assts will be safeguarded We will assist you in structuring a trust to protect your assets against such liabilities How an Asset Protection Trust Helps You a The assets in the Trust do not form part of your estate and is not frozen upon your demise It can be distributed immediately to your beneficiaries or held for a certain period as stated in the Trust b Protects your assets against creditors claims after a 5 year period

    Original URL path: http://www.rockwills.com.sg/trustee/index.php?mid=19&p=contents-item&id=5 (2012-12-22)
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  • Elder Trusts » Rockwills Corporation Pte Ltd
    Services Corporate Trustee Services Customized Trustee Services News Room News Events Press Clipppings Articles FAQs Contact Us Contact Information Online Enquiries Home Our Services Private Trustee Services Elder Trusts Private Trustee Services Objectives Maintain your current lifestyle after retirement without financially burdening your loved ones Be financially independent and able to take care of yourself in the event of disability or critically illness You do not wish to entrust all your hard earned assets to your spendthrift dependents to manage when you are of old age You would like a professional to handle the management of your assets when you are incapable and unable to handle financial transactions The Solution Create an Elder Trust with Rockwills Trustee to ensure that your lifestyle and financial stability will not be compromised upon your retirement or when you are in your golden years How a Elder Trust Helps You Ensures continuity of a comfortable lifestyle for you and your spouse even after retirement You need not depend on your loved ones for financial support Protects you against cheating squandering undue influence and coercion of family members or relatives who may be in financial stress themselves Ensures that the assets ear marked for your

    Original URL path: http://www.rockwills.com.sg/trustee/index.php?mid=19&p=contents-item&id=4 (2012-12-22)
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  • Trust for Young Persons » Rockwills Corporation Pte Ltd
    Enquiries Home Our Services Private Trustee Services Trust for Young Persons Private Trustee Services Objectives Safeguard your children s financial security for their welfare especially if they are disabled or suffering from a major illness Give away your assets to your children when they reached a specific age or a certain milestone in their life e g when they graduated begin their working career get married become a parent themselves even when you are no longer around Ensure that your children will own property on their own right when the time comes and not be swindled out of their inheritance by unscrupulous persons Financially provide for the guardian of your children as well as your children in case you and your spouse are unable to take care of them The Solution Plan early and set aside some funds to secure your children s future under the Trust for Young Persons When they reach maturity they will have a tidy sum at hand for their financial security How a Trust for Young Persons Helps You a Allows your hard earned assets to grow for the benefit of your young children b Protects and passes your wealth to your heirs efficiently whilst

    Original URL path: http://www.rockwills.com.sg/trustee/index.php?mid=19&p=contents-item&id=12 (2012-12-22)
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