Legacy Plan (Proxy sales products)

• DBS Legacy Plan is a safe and balanced long-term wealth management plan designed to pass on your success and wealth
• Uses insurance as a legitimate method to protect your assets, including but not limited to the segregation of family assets from company assets and legitimately reducing your tax liabilities

Benefits

• Safe and reliable risk management, allowing you to enjoy a premium worry-free lifestyle
• Secure your wealth with high asset protection thresholds
• Safely pass on your own assets in a comprehensive manner by minimizing the tax burden
• Customize your annuity payment mechanism and efficiently distribute your assets according to your will

For more information

We partner a selected group of top insurance companies for more options and the best available legacy planning. Our professional Relationship Managers and Financial Planners across the DBS branch network can provide tailored solutions according to your needs.

Please click here for more information about 3rd party Banca

Please click the Useful Links below to know more about the Qualified Investors Instructions.

How to Apply

• Contact your Treasures Relationship Manager or visit any of our branches
• Call our DBS 24-hour personal banking hotline at 400 820 8988