Client Management

Client	Contact	Risk	Status	Updated	Risk Assessment	Actions

Edit Client

Full Name

IC / Passport

Mobile Number

Email Address

Address

Client

Contact

Status

For us to serve you better, kindly tick where appropriate when any of the situations apply to you.

I have no Will

My marital status has changed recently

My spouse is unfamiliar with business/financial matters

I am unsure who to appoint to manage my affairs after my passing

I have a newborn in the family

I have young children

I named my young children as beneficiaries to my insurance policies

I have a child with special needs

There is strong sibling rivalry among my children

I have dependents, e.g. parents or parents-in-law whom I provide for

I am no longer in touch with the appointed executor

I am no longer in touch with the appointed guardian

I need to pass my Will to someone for safekeeping

I have assets in joint names and need to understand the legal implications of such holdings

I engage in active management of investments or trade in a portfolio of stocks

I have overseas assets

I do not have a schedule of assets that details my assets and liabilities

My family would need continuity of funds while waiting for grant of probate

I have family members who are permanent residents or citizens of another jurisdiction

I have family members who are married to foreigners

I am a Muslim or from a religious faith where my estate must be divided in a certain manner

I wish to give a legacy to a charity but am not sure how this could be achieved

I work well with my business partners, but their heirs may be a problem

I am concerned that my business becomes fragmented if I divide it among my children

I am a businessman and am exposed to business risks and liabilities

I have properties and business interests that can provide for multi-generations or be maintained as long-term resources