20181025 Personal Asset Inventory Booklet

(SULIT & PERSENDIRIAN)
(PRIVATE & CONFIDENTIAL)

BUKU KECIL SENARAI ASET PERIBADI
PERSONAL ASSET INVENTORY BOOKLET

MILIK
OF

NAMA :
NAME

NO. K.P. :

NRIC NO.

TARIKH :
DATE

Sila gam dan hantarkan buku kecil anda yang lengkap kepada:
Please seal and send your completed booklet to:
PB TRUSTEE SERVICES BERHAD (7968-T)
17th Floor, Menara Public Bank
146, Jalan Ampang
50450 Kuala Lumpur

Buku kecil ini disediakan bagi membantu anda dan kami untuk menyimpan rekod butir-butir peribadi dan dokumen-
dokumen penting anda. / This booklet is prepared to assist you and us in keeping records of your personal details and
important documents.

SULIT & PERSENDIRIAN
PRIVATE & CONFIDENTIAL

PENGEMASKINIAN BUTIR-BUTIR ORANG YANG PERLU DIHUBUNGI
UPDATE OF CONTACT PARTICULARS

Alamat (Pertukaran alamat
jika ada):
Address (change of address
if any):

No. KWSP: No. PERKESO:
EPF No.: SOCSO No.:

No. Cukai Pendapatan:
Income Tax No:

No. untuk dihubungi: [Rumah] [House] [Pejabat] [Office] [Telefon Bimbit] [Mobile]
Contact No.:

E-Mel/E-Mail:

Orang yang perlu dihubungi pada No. untuk
waktu kecemasan: dihubungi:
Contact Person in case of Contact No.:
emergency:
No. untuk
Orang yang perlu dihubungi pada dihubungi:
waktu kecemasan: Contact No.:
Contact Person in case of
emergency:

SENARAI HARTA
LIST OF ASSET

Harta Bertanah/Harta Tak Alih
Landed/Immovable Properties

Jenis Harta dan Alamat Nama Pemilik Butir-butir Hak Pemegang
Type of Property and Address Bersama (jika ada) Milik gadaian (jika ada)
Chargee (if any)
Name of Co Title Particulars
Owners (if any)

PERSONAL ASSET INVENTORY BOOKLET 1 FORMS/PBT004/REV010918

Jenis Kenderaan SENARAI HARTA (bersambung...) SULIT & PERSENDIRIAN
Type of Vehicle LIST OF ASSET (continued...) PRIVATE & CONFIDENTIAL

Butir-butir Kenderaan Pemilik Sewa
Details of Vehicles Beli (jika ada)
Chargee (if any)
Butir-butir Kenderaan
Details of the Vehicles

Akaun Bank
Bank Accounts

Nama dan Alamat Bank Jenis Akaun No. Akaun
Name and Address of Bank Type of Account Account No.

Pelaburan No Akaun CDS.
Investment CDS Account No.

Pelaburan Ekuiti (Nama dan Alamat Broker)
Equity Investment (Name and Address of Brokerage)

PERSONAL ASSET INVENTORY BOOKLET 2 FORMS/PBT004/REV010918

SULIT & PERSENDIRIAN
PRIVATE & CONFIDENTIAL

SENARAI HARTA (bersambung...)
LIST OF ASSET (continued...)

Unit Amanah (Nama dan Alamat Syarikat Pengurusan)

Unit Trust (Name and Address of Management Company)

Insurans/Insurance
(Insurans Hayat/Bertempoh/Kemalangan Diri/Hospital/ Insurans Lain)
(Life Insurance/Term/Personal Accident/Hospitalisation/Other Insurance)

Nama dan Alamat Syarikat Insurans Jenis Polisi No. Polisi Jumlah yang
Name and Address of Insurance Type of Policy Policy No. diinsuranskan (RM)
Company Sum Insured (RM)

Insurans Automobil/Automobile Insurance

Nama dan Alamat Syarikat Insurans Jenis No. Polisi Kenderaan yang
Name and Address of Perlindungan Policy No. Diinsuranskan
Insurance Company Vehicle Insured
Type of
Coverage

PERSONAL ASSET INVENTORY BOOKLET 3 FORMS/PBT004/REV010918

SENARAI HARTA (bersambung...) SULIT & PERSENDIRIAN
LIST OF ASSET (continued...) PRIVATE & CONFIDENTIAL

Insurans Harta/Property Insurance No. Polisi
Policy No.
Nama dan Alamat Syarikat Insurans Harta yang
Name and Address of Insurance Company diinsuranskan
Property Insured

Insurans Hayat Kumpulan/Group Life Insurance

Nama dan Alamat Terkini Majikan
Name of Current Employer and Address

Peti Simpan Selamat/Safe Deposit Box

Nama Bank:
Name of Bank:

Alamat:
Address:

No. Peti:
Box No.:

Kunci disimpan di:
Key Located at:

Jika Nama Bersama, sila
nyatakan:
If Joint Name, please
specify:

PERSONAL ASSET INVENTORY BOOKLET 4 FORMS/PBT004/REV010918

SULIT & PERSENDIRIAN
PRIVATE & CONFIDENTIAL

Pelaburan Lain/Other Investment(s)

Keahlian Kelab, Aset Asing, Lain-lain
Club Membership(s), Foreign Asset(s), Other(s)

Butir-butir Pelaburan Nama dan Alamat Entiti Pelaburan
Investment Particulars Name and Address of Investment Entity

LIABILITI/ LIABILITY(IES)

Pinjaman Bank, Sewa Beli, Kad Kredit, Lain-lain.
Bank Loan(s), Hire Purchase(s), Credit Card(s), Other(s)

Nama Pemiutang
Name of Creditor

Alamat
Address

No. Telefon
Telephone No.

Nama Pemiutang
Name of Creditor

Alamat
Address

No. Telefon
Telephone No.

PERSONAL ASSET INVENTORY BOOKLET 5 FORMS/PBT004/REV010918

SULIT & PERSENDIRIAN
PRIVATE & CONFIDENTIAL

Dokumen/Document LOKASI DOKUMEN-DOKUMEN PENTING
LOCATION OF VITAL DOCUMENT(S)
Wasiat
Will(s) Lokasi/Location

Sijil Deposit Tetap
Fixed Deposit
Certificate(s)

Suraikatan Hak Milik
Title Deed(s)

Kad Pendaftaran Kereta
Car Registration Card(s)

Kunci Peti Simpan
Selamat
Safe Deposit Box Key(s)

Dokumen-dokumen Lain
Other Documents(s)

Arahan/Nota/Peringatan:
Instruction/Note/Reminder:

Jika berlaku apa-apa pertikaian atau percanggahan antara teks Bahasa Inggeris dan terjemahan Bahasa Malaysia ini, maka teks Bahasa Inggeris
akan diterima pakai. / In case of conflict or discrepancy between the English text and the Bahasa Malaysia translation hereof, the English text shall
prevail.

PERSONAL ASSET INVENTORY BOOKLET 6 FORMS/PBT004/REV010918