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Our Services

Trusted Solutions for Every Chapter of Life and Business

Our Services

At AssureNex Trustee Berhad, we offer more than services- we provide assurance. Our comprehensive trustee solutions are designed to help you plan ahead, protect your legacy, and navigate complex wealth or business transitions with confidence.

01

Private Trustee

Protect your loved ones. Preserve your legacy.

Our Private Trusteeship services are designed for individuals and families who want to secure their assets, plan for the future, and ensure that wealth is passed on smoothly and according to their wishes.

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Estate Planning & Distribution

A service to manage and transfer wealth smoothly, avoiding delays and disputes according to clients’ desires.

BENEFIT

  • Comprehensive Estate

  • Planning

  • Reduce Family Disputes

  • Secure Storage

  • Long-term Planning

TYPES OF SERVICES

  • Will Writing Services

  • Executor and Estate Administration Services Trust Services

  • Power of Attorney Drafting

FEES

  • Set Up Fees: RM 600

  • Annual Fees: 0.25%-0.75% of AUM

  • Executorship Fees: 0.25%-0.75% of AUM

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Insurance-Linked Trusts

A trust linked to an insurance policy, offeringwealth protection and seamless transfer.

BENEFIT

  • Structured Distribution

  • Shielded Beneficiary

  • Customizable Solutions

  • Financial Security

TYPES OF SERVICES

Life Insurance:

  • Insurance Trust for Estate Planning

  • Critical Illness or Disability Insurance Trust

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General Insurance

  • Property Insurance Trust

  • Health Insurance Trust

FEES

  • Set Up Fees: RM 1,000

  • Annual Fees: 0.25%-0.75% of AUM

02

Corporate Trusteeship

Build resilience. Ensure continuity.

Our Corporate Trusteeship services support businesses and institutions in managing corporate wealth, safeguarding stakeholder interests, and ensuring continuity across generations of leadership.

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Corporate Asset Management

Tailored estate planning for business owners to manage the transfer of business assets.

BENEFIT

  • Smooth Business Succession

  • Protects Corporate Assets

  • Enhance Shareholders’ Confidence

  • Increase Flexibility in Asset

  • Distribution

TYPES OF SERVICES

  • Asset Management and Protection

  • Ensuring Compliance and Governance

  • Supporting Business Operations

FEES

  • Set Up Fees: RM 5,000

  • Annual Fees: R0.25%-0.75% of AUM

  • Executorship Fees: 0.25%-0.75% of AUM

Insurance-Linked Trusts

Insurance policies linked to trusts to protect business assets and ensure liquidity.

BENEFIT

  • Smooth Business Succession

  • Protects Corporate Assets

  • Enhance Shareholders’ Confidence

  • Increase Flexibility in Asset

  • Distribution

TYPES OF SERVICES

Life Insurance:

  • Keyman Insurance Trust

  • Employee Benefit Trust

General Insurance:

  • Business Interruption Insurance Trust

  • Liability Insurance Trust

FEES

  • Set Up Fees: RM 10,000

  • Annual Fees: 0.25%-0.75% of AUM 25

Strategic Business Plan

Client-centric trust service process flow

01

Initial Consultation

  • Meet with clients to understand their financial goals and needs.

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  • Discuss objectives for asset protection, estate planning, or other services.

02

Customized Proposal

  • Prepare a tailored trust plan with clear objectives, terms, and outcomes.

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  • Present the plan and refine it based on client feedback.

03

Trust
Setup

  • Open trust accounts and transfer assets securely.

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  • Finalize legal documentation, including Trust Deed and related agreements.

04

Ongoing Management

  • Manage the trust’s assets, ensuring performance aligns with client goals.

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  • Provide regular updates and reports to the client

05

Beneficiary Distribution

  • Execute the distribution of assets to beneficiaries or reinvest based on the trust terms.

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  • Ensure a seamless closure or renewal of the trust.

Marketing Strategies

01 Product

We safeguard client assets with tailored solutions, offering affordable, professional services.

02 Price

We offer competitive pricing with flexible installment plans and a transparent fee structure, ensuring nohidden costs.

03 Place

Our services are available online, through representatives, and atconveniently located offices for easy access and personal interaction.

04 Promotion

We promote our services through financial literacy webinars, legal partnerships, and client testimonials.

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