- +65 6221 8633
- [email protected]
Established in 2009, the Estate Planning Practitioners Limited (EPPL) is the body that champions literacy in Estate and Succession Planning as a professional practice throughout Asia by conducting training, seminars, conferences and exchange of ideas.
To date, it has equipped about 7,000 professionals in Asia with the knowledge of Estate and Succession Planning. The EPPL has appointed Precepts Academy Pte. Ltd. to conduct professional programmes for the advisory industry, particularly for the Associate Estate Planning Practitioner (AEPP®) designation programme. The AEPP® has already established a strong reputation in Singapore, Malaysia and Indonesia.
EPPL also works with various Asian country representatives to heighten awareness of the crucial estate planning component of wealth distribution (in the context of complete wealth succession planning). To date, it has built a network of professional communities in this field.
EPPL has taken on the role of acting as an introducer to Precepts Trustee Ltd (License No. TC000040), a licensed trust company in Singapore. It is making a breakthrough in the estate planning industry, by enabling digital trusts through a business unit EPPL Digital.
With a mission to create the big bang in trusts, EPPL Digital was formed by EPPL in 2021 to spearhead digitised estate planning and trust services using state-of-the-art technology. It provides a platform to enable anyone wanting to create a trust conveniently and at low costs through an entirely digitised process. As an approved project in Singapore, all documentation is stored online for easy retrieval.
EPPL Digital facilitates estate planning and trust solutions such as the ProviTrust, and it acts as an introducer to Precepts Trustee Ltd, a trust company licensed by the Monetary Authority of Singapore (MAS).
To equip professional advisors with applicable knowledge on Estate Planning and Wealth Succession to complement comprehensive financial planning.
To provide for continuous professional growth of professional advisors by facilitating networking sessions and career pathways.
With EPPL as a platform, Estate Planning as a professional practice is being promoted throughout Asia via training, seminars, conferences and exchange of ideas where EPPL is represented. EPPL is also responsible for working with various country representatives to promote the current professional designation – the Associate Estate Planning Practitioner (AEPP®) designation – and other future designations related to the practice of estate planning.
The impetus for the AEPP® qualification was premised on the model in the United Kingdom by Brian McMillan, Director General of The Society of Will Writers. Mr McMillan has been teaching at The College of Will Writing since 1996 and been instrumental in developing professionals in this field.
The Society of Will Writers is a well-respected non-profit self-regulatory organisation which seeks to protect the public and serve the interests of active professionals in the field of will-writing and estate planning practice in the United Kingdom. Today, the Society has the largest database of highly qualified and indemnified will writers and estate planning practitioners (including Financial Advisors).
The Society of Will Writers is a non-profit making self regulatory organisation which seeks to protect the public and serve the interests of those men and women who are active professionals in our field.
The Society of Will Writers was founded in 1994 and has since grown to become not only the largest, but also the leading self-regulatory body governing Will Writers and Estate Planners alike. We have over 1,600 members across the UK, Europe and further afield in places such as Asia and Africa.
The Society has set itself two main tasks:
- To promote to the public at large the real need and sense in having a valid Will;
- To act as a self-regulatory body by vetting practitioners through stringent membership requirements, proficiency standards and ongoing training.
The Society of Will Writers (SWW) was established in 1994 as an independent body representing the professional Will Writer and the interests of the consumer. Today, the Society is the largest trade body within our profession and has members throughout the world, especially where there are high concentrations of UK citizens living and working abroad.
Advocate & Solicitor, ChT, TEP
CEO, PreceptsGroup International Pte Ltd
Director, Estate Planning Practitioners Limited
Mr Lee Chiwi was called to the Bar of England & Wales as Barrister-at-Law in 1986 and admitted as Advocate & Solicitor of Singapore in 1988. In 2004, he was appointed as Chief Executive of British & Malayan Trustees Limited. He joined Rockwills Singapore in 2008 as Chief Executive and is widely recognised for his expertise in the Trust industry.
He was also member of the Law Society’s Probate Practice and Succession Planning Committee for several years. Chiwi has been adjunct lecturer at the SMU’s Masters’ programme in Wealth Management, (Estate Planning and Tax). He has been invited regularly to speak at various seminars including IRAS and the IBF. He is the author of various books including the “The Rockwills Guide to Succession and Trusts in Wealth Management”, 3rd edition, 2017.
He has been TEP since 2004 and designated ChT (Chartered Trustee) by the Singapore Trustees Association in 2015, a title borne by senior trust practitioners in Singapore.
Pak Tri Djoko Santoso
CEO, LN Consulting Global Networking
Tri Djoko Satoso CFP, ChFC, CLU is the Chairman of FPSB Indonesia since 2006. He is a financial educator specialist in insurance and legacy planning.
James Zhang Jun
CEO & Founder
Beijing Financial Alliance Technology (BFAT)
As the strategic partner of Financial Planning Standard Board (FPSB CHINA), BFAT is aiming to provide state-of-art support and consulting service to Enterprises, Financial Institutions, financial planners and individual investors. Until now BFAT has built up the strategic relationship with over
20 banks in China and over 30,000 financial planners have registered on the BFAT APP platform.
James Zhang has over 12-year experience in the banking business both in China and globally, including China Merchants Bank, Industrial & Commercial Bank of China (ICBC) and Deutsche Bank Germany respectively. James also has an 8-years insurance management experience in China. He was the Chief bancassurance officer of Allianz China and General Manager of AXA Hebei Branch. James Zhang is the visiting Professor of Hangzhou Financial Institution and holds an MBA degree at Beijing University.
Saw Leong Aun
Non-Executive Director, Rockwills International Group
Director, Rockwills Corporation Sdn Bhd
Mr Saw Leong Aun, is the Non-Executive Director of Rockwills International Group and Director of Rockwills Corporation Sdn Bhd. He is the author of the books, “All you need to know about Wills” published by Times Publications, ‘Guide to Planning Your Will Effectively’ and “Warriors of Rockwills” published by Leeds Publishers. He holds an Honours Degree in Social Science from the University of Malaya.
Prior to this he was the Deputy General Manager of BHLB Pacific Trust Management and has played a key role in building the Company into the second largest privately owned unit trust company. He has also worked with Prudential Assurance Berhad and his last position was Deputy Marketing Manager being responsible for all aspects of marketing, development of products and agency force.
He was also nominated as the finalist in the “Chivas Regal Success Unlimited Award” which recognises young CEOs for their innovation.
Estate Planning Practitioners Limited (EPPL) is the body that champions literacy in Estate and Succession Planning as a professional practice throughout Asia via training, seminars, conferences and exchange of ideas. It has already established a strong reputation in Singapore, Malaysia and Indonesia.
- Wills Writing Services
- Trusts and trustee services
- 10 Anson Road, #06-17 International Plaza
- +65-6221-8633
- [email protected]