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Surat Ikatan Serah Hak Semula: Deed of Re-Assignment

1) The document is a deed of re-assignment transferring ownership of a family takaful certificate from an assignee back to the participant. 2) It details information about the certificate being transferred, and agreements made between the participant and Prudential BSN Takaful Berhad regarding disclosure of participant information, compliance with tax regulations, and updates to personal details. 3) The participant acknowledges that their information may be provided to tax authorities and exchanged with other countries under information exchange agreements, and undertakes to advise of any changes affecting their tax status.

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SyamirShaari
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0% found this document useful (0 votes)
117 views5 pages

Surat Ikatan Serah Hak Semula: Deed of Re-Assignment

1) The document is a deed of re-assignment transferring ownership of a family takaful certificate from an assignee back to the participant. 2) It details information about the certificate being transferred, and agreements made between the participant and Prudential BSN Takaful Berhad regarding disclosure of participant information, compliance with tax regulations, and updates to personal details. 3) The participant acknowledges that their information may be provided to tax authorities and exchanged with other countries under information exchange agreements, and undertakes to advise of any changes affecting their tax status.

Uploaded by

SyamirShaari
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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DEED OF RE-ASSIGNMENT / RM10.

00
SURAT IKATAN SERAH HAK SEMULA Stamping
Fee
Cer ficate Number / Nombor Sijil

I, whose name and particulars are set out in Part 1 of the Schedule, (hereinafter called “the Assignee”) do hereby reassign
to the person whose name and particulars are set out in Part 2 of the Schedule (hereinafter called “the Participant”) absolutely, the
certificate of family Takaful, the full particulars of which are set out in Part 3 of the Schedule (hereinafter called “the Certificate”) and
all certificate monies or to become payable under or by virtue thereof and all benefits and advantages thereof including but not
restricted to the cash surrender and financing value thereof and any dividends that may be declared upon the Certificate from time
to time.
The Participant agrees that PruBSN may disclose the Participant particulars or any information to any Authority in connection with
the Applicable Requirements whether effected directly or sent through any of its Head Office(s) or other related corporations or in
such manner as it deem fit. The Participant shall provide PruBSN with further information as may be required for disclosure to any
Authority within such time as may bereasonably required.
The Participant further agrees to co-operate with PruBSN to enable it to comply with its obligations under all Applicable
Requirements concerning the Takaful certificates with PruBSN.
The Participant agrees to update PruBSN in a timely manner of any change of any of the details previously provided to it and shall
notify PruBSN immediately if the Participant’s tax status or tax residency changes or if become tax resident in more than one
country. If any of these changes occur, PruBSN reserves the right to request certain documents or information from the Participant,
which the Participant must provide at the Participant own cost, including but not limited to, duly completed and/or executed (and, if
necessary, notarized) tax declarations or forms.
If the Participant does not provide PruBSN with the information or documents requested in a timely manner or if any information or
documents provided are not up-to-date, accurate or complete such that PruBSN is unable to ensure its ongoing compliance or
adherence with the Applicable Requirements, the Participant agrees that:
(a) to the extent permitted under applicable law, PruBSN may withhold payment of any amount due to the Participant [or the
Participant’s personal representatives] under the Participant’s Takaful certificate in compliance with the Applicable
Requirements [and/or pay the same to any relevant Authority on the Participant behalf]; and/or
(b) PruBSN may take any and all steps as it deem fit to ensure its compliance or adherence with the Applicable Requirements, or
otherwise to protect its legal and/or commercial interests.
The Participant acknowledge that the information contained in this form and information regarding the Participant and any
Reportable Account(s) may be provided to the tax authorities of the country / jurisdiction in which this account(s) is / are maintained
and exchanged with tax authorities of another country / jurisdiction or countries / jurisdictions in which the Participant may be tax
resident pursuant to intergovernmental agreements to exchange financial account information
The Participant undertake to advise Prudential BSN Takaful Berhad on any change in circumstances which affects the tax
residency status of the Participant or causes the information contained herein to become incorrect or incomplete, and to provide
Prudential BSN Takaful Berhad with a suitably updated self-certification and declaration of such change in circumstances.
The Participant understands that this form shall be read together with the Privacy Policy on your website at www.prubsn.com.my or
the Privacy Notice in the proposal form. If the Participant have any question on your Privacy Policy / Notice, the Participant shall
contact your Customer Service Officer at 03 2053 7188 or email to [email protected]
Further information on tax residence may be found on the OECD website on http://www.oecd.org/tax/automatic-exchange / or
please seek appropriate tax advice.

IN WITNESS WHEREOF the parties hereto have hereunto set their hands the day and year set out in Part 4 of the Schedule.

Saya, seperti nama dan butiran peribadi yang terdapat di Bahagian 1 Jadual (selepas ini dipanggil Penerima Serah Hak) dengan ini
menyerahkan semula secara mutlak sijil Takaful Keluarga ini kepada yang namanya dan butiran peribadinya seperti di Bahagian 2 Jadual
(selepas ini dipanggil “Peserta”), semua butiran yang terdapat di Bahagian 3 Jadual (selepas ini dipanggil “Sijil”) dansemua wang sijil atau
menjadi patut dibayar di bawah atau berkaitan dengannya dan termasuk semua manfaat dan kelebihan tetapi tidak hanya meliputi serahan
tunai dan nilai pembiayaan dan sebarang dividen yang mungkin diisytiharkan ke atas Sijil dari masa ke semasa.
Peserta bersetuju bahawa PruBSN boleh mendedahkan butiran Peserta atau sebarang maklumat kepada mana-mana Pihak Berkuasa
berhubung dengan Syarat-syarat yang Berkenaan sama ada dilaksanakan secara langsung atau dihantar melalui mana-mana Ibu Pejabat
mereka atau syarikat-syarikat lain yang berkaitan atau sebarang cara sebagaimana yang PruBSN anggap patut. Peserta hendaklah memberi
maklumat lanjut yang mungkin diperlukan untuk pendedahan kepada mana-mana Pihak Berkuasa dalam masa yang mungkin dikehendaki
secara munasabah.
Peserta juga bersetuju untuk bekerjasama dengan PruBSN untuk membolehkan PruBSN mematuhi tanggungjawab mereka di bawah semua
Syarat-syarat yang Berkenaan yang berkaitan sijil Takaful Peserta PruBSN.

Form ID *61301002* 61301002


DORE/Version / Versi 3.0 July 2019 Page / Mukasurat 1/5
Cer ficate Number / Nombor Sijil

Peserta bersetuju untuk mengemaskini sebarang perubahan pada mana-mana butiran sebelum ini yang diberikan kepada PruBSN tepat pada
masanya dan hendaklah memberitahu PruBSN dengan kadar segera jika status cukai Peserta atau perubahan cukai kediaman atau jika Peserta
menjadi pemastautin cukai di beberapa negara.
Jika mana-mana perubahan ini berlaku, PruBSN mempunyai hak untuk meminta dokumen atau maklumat tertentu daripada Peserta, di mana
Peserta mesti memberikan pada PruBSN atas kos Peserta sendiri, termasuk tetapi tidak terhad kepada, pengisytiharan cukai atau pelbagai
borang yang lengkap dan / atau dilaksanakan (dan, jika perlu, disahkan). Jika Peserta tidak menyediakan PruBSN dengan maklumat atau
dokumen yang diminta tepat pada masanya atau jika sebarang maklumat atau dokumen yang diberikan tidak terkini, tepat atau lengkap seperti
yang diminta, yang mana menyebabkan PruBSN gagal untuk mematuhi Syarat-syarat Berkenaan, Peserta bersetuju bahawa:
(a) setakat dibenarkan di bawah undang-undang, PruBSN boleh menyekat pembayaran sebarang jumlah yang dibayar kepada Peserta [atau
wakil peribadi Peserta] di bawah sijil takaful Peserta dalam mematuhi Syarat-syarat yang Berkenaan [dan / atau membayar kepada
mana-mana pihak Berkuasa yang berkenaan bagi pihak Peserta] dan / atau;
(b) PruBSN boleh mengambil mana-mana dan semua langkah seperti yang PruBSN anggap sesuai untuk memastikan kepatuhan kepada
Syarat-syarat Berkenaan, atau sebaliknya untuk melindungi undang-undang dan / atau kepentingan komersial.
Peserta mengakui bahawa maklumat yang terkandung di dalam borang ini dan maklumat yang berkaitan dengan Peserta dan sebarang Akaun
yang Perlu Lapor mungkin akan diberikan kepada pihak berkuasa cukai di negara / bidang kuasa di mana akaun-akaun ini diselenggara dan
saling bertukar dengan pihak berkuasa cukai di negara / bidang kuasa lain atau negara-negara / bidang-bidang kuasa di mana Peserta adalah
penduduk bercukai menurut kepada perjanjian antara kerajaan untuk bertukar maklumat berkaitan akaun kewangan.
Peserta berjanji untuk memberitahu Prudential BSN Takaful Berhad tentang sebarang perubahan keadaan yang memberikan kesan ke atas
status pencukaian Peserta atau menyebabkan maklumat yang terkandung di sini menjadi tidak benar atau tidak lengkap, dan untuk memberikan
Prudential BSN Takaful Berhad borang pengesahan-diri yang dikemaskinikan dan perakuan tentang sebarang perubahan keadaan tersebut.
Peserta faham bahawa borang ini hendaklah dibaca bersama Polisi Privasi di laman sesawang anda di www.prubsn.com.my atau Notis
Privasi di dalam borang cadangan. Jika Peserta mempunyai sebarang pertanyaan mengenai Notis / Polisi Privasi anda, Peserta hendaklah
menghubungi Pegawai Khidmat pelanggan anda di 03 2053 7188 atau email kepada [email protected].
Untuk mengetahui lebih lanjut mengenai cukai kediaman, sila rujuk laman web OECD di http://www.oecd.org/tax/automatic-exchange/ atau sila
dapatkan nasihat cukai daripada pihak yang berkenaa

DENGAN INI DISAKSIKAN BAHAWA pihak-pihak berkenaan perjanjian ini telah menurunkan tandatangan mereka pada hari dan tahun
yang ditentukan di Bahagian 4 Jadual.

…………………………………………......................…… ……………………………..........................................................
Signature of the Assignee/ Signature of the Participant / Tandatangan Peserta
Tandatangan Penerima Serah Hak

………………………………....................……….....……
… ……………………………………….….................................……
.
Signature of Witness/ Tandatangan Saksi Signature of Witness/ Tandatangan Saksi

Name / Nama: Name / Nama:

NRIC No. / No. KP Baru: NRIC No. / No. KP Baru:

Address / Alamat: Address / Alamat:

DORE/Version / Versi 3.0 July 2019 Page / Mukasurat 2/5


Cer ficate Number / Nombor Sijil

Schedule / Jadual
Part 1 / Bahagian 1 (Name and parƟculars of the Assignee) / (Nama dan buƟran Penerima Serah Hak)
Full Name / Nama Penuh
NRIC No or Passport No./ No. KP atau No. Pasport
Date of Birth / Tarikh Lahir
Address / Alamat

Part 2 / Bahagian 2 (The consideraƟon for this assignment) / (PerƟmbangan serah hak ini)

Reason / Sebab

Part 3 / Bahagian 3 (Name and parƟculars of the ParƟcipant) / (Nama dan BuƟran Peserta)
INDIVIDUAL / INDIVIDU INSTITUTION / INSTITUSI
Full Name / Nama Penuh

NRIC No or Passport No./ No. KP atau No. Pasport Registra on No. / No. PendaŌaran

Date of birth / Tarikh Lahir


Note / Nota : Should the ParƟcipant is an
Country of birth (COB) / Negara Kelahiran enƟty, please proceed to submit together with
EnƟty DeclaraƟon Form (FATCA & CRS). You
Na onality / Warganegara may download the form via prubsn.com.my. /
Jika Peserta tersebut adalah enƟƟ, sila
Occupa on / Pekerjaan
hantarkan bersama Borang Akuan EnƟƟ
Name of Employer/ Business / Nama (FATCA & CRS). Anda boleh muat turun borang
Majikan/ Perniagaan melalui prubsn.com.my.
Nature of Business / Bidang Perniagaan
Residen al address /
Alamat Kediaman

Postcode / Poskod City / Bandar

State / Negeri Country / Negara

Correspondence address /
Alamat Surat-menyurat

Postcode / Poskod City / Bandar

State / Negeri Country / Negara


Employer or Business Address /
Alamat Majikan atau Perniagaan

Postcode / Poskod City / Bandar

State / Negeri Country / Negara


Contact Number / Residen al No. /
No. Telefon Rumah Country / Negara
Nombor Telefon
Mobile No. /
No. Telefon Bimbit Country / Negara
Office No. / Country / Negara
No. Telefon Pejabat
Do you currently file tax return in the United States?
Adakah anda mempunyai rekod Yes / Ya No / Tidak
di Amerika Syarikat?
Are you a tax resident(s) in, or do you file tax returns
in any country other than Malaysia?
Please complete Cer ficate Individual Tax Residency
Self-Cer fica on Form if answered “Yes”. You may
download the form via prubsn.com.my. Yes / Ya No / Tidak
Adakah anda pemastauƟn bercukai di, atau adakah
anda memfailkan pulangan cukai di negara lain
selain Malaysia?
Sila lengkapkan Sijil Borang Pengesahan-Diri Cukai
PemastauƟn Individu jika telah menjawab “YA”. Anda
boleh muat turun borang melalui prubsn.com.my.

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Cer ficate Number / Nombor Sijil

TO / KEPADA: PRUDENTIAL BSN TAKAFUL BERHAD


I, the abovenamed Assignee, do hereby give PruBSN notice of this Deed of Re-Assignment and shall be grateful if PruBSN would
acknowledge and take note of the same.
Saya, Penerima Serah Hak di atas, dengan ini memberi notis Surat Ikatan Serah Hak Semula ini dan memohon jasa baik PruBSN untuk
memberikan pengakuan penerimaannya.

…….................…..............................………….................…….
Date / Tarikh : Signature of the Assignee / Tandatangan Penerima Serah Hak

-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

We, PRUDENTIAL BSN TAKAFUL BERHAD, in acknowledging receipt of the notice of assignment, express no opinion as to the validity or
legal effect of any such notice.
Kami, PRUDENTIAL BSN TAKAFUL BERHAD dalam mengakui penerimaan notis Penyerahan Hak ini, tidak memberikan sebarang
pendapat mengenai pengesahan atau penguatkuasaan notis ini dari segi perundangan.

……………………………................................…………
Date / Tarikh : Authorised Signature / Tandatangan yang Dibenarkan

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Cer ficate Number / Nombor Sijil

Privacy Notice
We will process the personal data provided by you in this form and it is obligatory for you to provide the personal data required herein. If you
fail to provide such data, we will not be able to process your application. We will process the personal data for the purposes of processing,
assessing and determining your application or carrying out any activity in relation to or in connection with carrying out our duties as a
takaful operator.

We may share the data with our related, associated or affiliated companies (this includes entity within the Prudential Group of Companies
or Bank Simpanan Nasional Group of Companies), service providers under contract who help with our business operations (including those
overseas); any person, who is under a duty of confidentiality and who has undertaken to keep such data confidential; and any person
consented by you or to whom we are under an obligation to make disclosure under the requirements of any law, rules, regulations, court order,
codes of practice or guidelines binding on us including, without limitation, any applicable regulators, governmental bodies, or industry
recognised bodies such as the Life Insurance Association of Malaysia and Malaysian Takaful Association, and where otherwise
required by law.

We reserve the right to disclose your personal data if required to do so by law, or in the good faith believe that such action is reasonably neces-
sary to comply with the legal process, respond to claims, or to protect the rights, property or safety of our company, our employees, customers,
or the public. If we are merged or acquired by another entity, personally identifiable information may be transferred to such entity as part of the
merger or acquisition. If you are supplying personal data of other parties such as your family members, legal guardians, nominees, directors,
shareholders or officers, please do ensure that you have obtained their consent and bring this notice to their attention.

Where you elect to limit our right to process the personal data, you may contact us. For avoidance of doubt, the withdrawal or limitation does
not include processing of mandatory personal data. This notice shall be read together with our Privacy Policy on our website,
www.prubsn.com.my and our Privacy Notice in our Proposal Form. If you have any question about this notice, please contact:-

Customer Service Officer, E-mail: [email protected] | Telephone: 03 2053 7188

Notis Privasi
Kami akan memproses data peribadi yang diberikan oleh anda dalam borang ini dan ia adalah wajib untuk anda memberi data peribadi
yang dikehendaki kepada kami. Jika anda gagal berbuat demikian, kami tidak akan dapat memproses permohonan anda. Kami akan
memproses data peribadi bagi tujuan pemprosesan, penilaian dan menentukan permohonan anda atau menjalankan sebarang aktiviti
yang berkaitan dengan operasi kami sebagai pengendali takaful.

Kami mungkin akan berkongsi data tersebut dengan syarikat berkaitan, sekutu atau gabungan kami (termasuk entiti dalam Syarikat Kumpulan
Prudential atau Syarikat Kumpulan Bank Simpanan Nasional), pembekal perkhidmatan di bawah kontrak yang membantu operasi perniagaan
kami (termasuk yang di luar negara); mana-mana individu, yang bertanggungjawab memegang kerahsiaan dan telah berjanji untuk
menyimpan data tersebut secara sulit; dan mana-mana individu yang dibenarkan oleh anda atau kepada sesiapa yang mana kami
mempunyai kewajipan untuk membuat pendedahan yang dikehendaki oleh mana-mana undang-undang, peraturan, perintah mahkamah, kod
praktis atau garis panduan yang kami terikat dengannya termasuk, tanpa terhad, mana-mana pegawai selia yang berkaitan, badan kerajaan
atau badan yang diiktiraf oleh industri seperti Persatuan Insurans Hayat Malaysia dan Persatuan Takaful Malaysia, dan jika dikehendaki
oleh undang-undang.

Kami berhak mendedahkan data peribadi anda sekiranya dikehendaki berbuat demikian oleh undang-undang, atau secara jujur percaya
bahawa tindakan tersebut adalah perlu dan munasabah bagi mematuhi proses undang-undang, menjawab tuntutan, atau untuk melindungi
hak, harta atau keselamatan syarikat kami, pekerja kami, pelanggan, atau orang awam. Jika kami bergabung atau diambil alih oleh entiti yang
lain, maklumat peribadi anda yang dikenal pasti mungkin dipindahkan kepada entiti tersebut sebagai sebahagian daripada gabungan
atau pengambilalihan. Jika anda membekalkan data peribadi pihak-pihak lain seperti ahli keluarga, penjaga sah, penama, pengarah,
pemegang saham atau pengawai, sila pastikan anda telah mendapat keizinan mereka dan membawa notis ini untuk perhatian mereka.

Jika anda memilih untuk menghadkan hak kami untuk memproses data peribadi, anda boleh berbuat demikian secara bertulis kepada kami.
Untuk mengelakkan keraguan, penarikan balik atau pembatasan tidak termasuk memproses data peribadi yang wajib. Notis ini hendaklah
dibaca bersama Polisi Privasi di laman web kami, www.prubsn.com.my dan Notis Privasi kami di dalam Borang Cadangan.
Jika anda mempunyai sebarang soalan mengenai notis ini, sila hubungi:-

Pegawai Khidmat Pelanggan, E-mel: [email protected] | Telefon: 03 2053 7188

Prudential BSN Takaful Berhad (740651-H)


Level 13, Menara Prudential, Persiaran TRX Barat, 55188 Tun Razak Exchange, Kuala Lumpur.
Customer Service Hotline: 03 2053 7188 E-mail: [email protected]
Website: www.prubsn.com.my
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