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Financial Planning in Malaysia - Viewpoints

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Financial Planning in Malaysia - Viewpoints | financialplanning-malaysia.blogspot.com Reviews
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Financial Planning in Malaysia - Viewpoints | financialplanning-malaysia.blogspot.com Reviews

https://financialplanning-malaysia.blogspot.com

Anything and everything about financial planning and personal finance that affects the everyday Malaysian.

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Financial Planning in Malaysia - Viewpoints: May 2008

http://financialplanning-malaysia.blogspot.com/2008_05_01_archive.html

Wednesday, May 21, 2008. CUTA - we don't need it! The CUTA (corporate unit trust advisor) channel was introduced in late 2007 but todate it seems only 1 licensed financial planning firm has obtained the CUTA license from FMUTM. One wonders why this is so. Why are'nt the various intermediaries, whether agents or financial planning firms falling over themselves to apply. Is'nt this what they have been waiting for all these years? I personally think there is no need to have a CUTA licensing procedure to reg...

2

Financial Planning in Malaysia - Viewpoints: Unit Trust Single Pricing Regime- Did it really promote transparency of upfront charges on unit trust?..Dont thing so!..

http://financialplanning-malaysia.blogspot.com/2005/08/cfp-or-rfp-or-chfc-or-you-mean-theres.html

Thursday, August 16, 2007. Unit Trust Single Pricing Regime- Did it really promote transparency of upfront charges on unit trust? I believe the spirit behind the Single Pricing Regime (SPR) is so that the upfront sales charges are clearly stated to the investor at the initial point of investment so that the investor will be able to decide what the best is for them and also to decide which intermediary is best used to serve them. Some UTMCs still don’t even mention about upfront sales charges at all...

3

Financial Planning in Malaysia - Viewpoints: August 2007

http://financialplanning-malaysia.blogspot.com/2007_08_01_archive.html

Thursday, August 16, 2007. Unit Trust Single Pricing Regime- Did it really promote transparency of upfront charges on unit trust? I believe the spirit behind the Single Pricing Regime (SPR) is so that the upfront sales charges are clearly stated to the investor at the initial point of investment so that the investor will be able to decide what the best is for them and also to decide which intermediary is best used to serve them. Some UTMCs still don’t even mention about upfront sales charges at all...

4

Financial Planning in Malaysia - Viewpoints: What's Happening to the Financial Planning Profession in Malaysia

http://financialplanning-malaysia.blogspot.com/2005/07/whats-happening-to-financial-planning.html

Sunday, July 17, 2005. What's Happening to the Financial Planning Profession in Malaysia. If You Fail to Plan, You Plan to Fail" so declares the many billboards that stand along the many main roads around the. Some have even been placed along roads in the northern and southern states of the country. Another mental fixation one has is the word CFP and of course FPAM (Financial Planning Association of Malaysia). But what does this caption mean? What services do they provide? As for the consumer and other m...

5

Financial Planning in Malaysia - Viewpoints: March 2009

http://financialplanning-malaysia.blogspot.com/2009_03_01_archive.html

Wednesday, March 11, 2009. Maybanks Messenger Buddy is no help! Have any of you tried the Maybank MSN Messenger Buddy. I have added it into my MSN Messenger contacts list for sometime but have never really tried it until today. The Microsoft Online Privacy Statement (http:/ go.microsoft.com/fwlink/? LinkId=74170) applies to all information you provide to this Windows Live Agent. My name is Agent M. I am a Live Agent. I am here to answer all your questions about Maybank. Lost your ATM or Credit Card?

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