Financial Talk

Hi all,

Event : FINANCIAL TALK (Please refer below for the agenda)

Venue : Ballroom 2 - Tropicana Golf & Country Club

Date : 25 Nov 2009 (Wednesday)

Agenda:

1.	Arrival of Guests	9.00am – 9.30am
2.	Welcoming Speech & Key Messages Mr. Tan Beng Wah CEO CIMB Wealth Advisors Bhd.	9.30am – 10.10am
3.	Updates on Insurance Mr. Patrick Wong Vice President (Central & Southern Region) CIMB Wealth Advisors Bhd. Note: Include Q&A	10.10am –10.30am
4.	Market Outlook & Review Mr. Arnold Lim Head, Retail Equity – Investment Dept CIMB-Principal Asset Management Bhd. Note: Include Q & A	10.30am – 11.15am
5.	Updates on OSK-UOB Gold And General Fund Mr. Edwin Lee Vice President OSK-UOB Unit Trust Management Bhd Note: Include Q & A	11.15am – 12.00am

What is Unit Trust???

What is Unit Trust?

A unit trust fund is a collective investment scheme, which pools the savings of investors with similar investment objectives in a special "trust" fund managed by professional fund managers. The pooled monies in the unit trust fund will then be invested in a diversified portfolio of securities and other assets in accordance with the unit trust fund's investment objectives and as permitted under the Securities Commission's (SC) Guidelines on Unit Trust Funds.

The investment scheme of a unit trust fund can be illustrated as a tripartite relationship between the manager, the trustee and the unitholders. The manager is responsible for the management and operations of the unit trust fund whilst the trustee holds all the assets of the unit trust fund. The obligations and rights of each of the three parties are specified in the Deed, (a legal document entered into between the manager and the trustee, and registered with the SC). The Deed regulates the duties and responsibilities of the manager and the trustee with regard to the operations of the trust fund and protects the unitholders' interests.

Benefits of Investing?

Unit trust funds provide you with a simple, convenient and less time-consuming method of investing in securities compared to investing directly in the stock market or any other eligible market. As an investor you are able to benefit from the expertise of full-time professional fund managers without the need to worry about what kind of securities to buy and when to get in and out of the market. By investing in unit trust funds, you have the opportunity to spread your money over a diversified portfolio of assets which otherwise may not be possible on your own.

In brief, the benefits you will get to enjoy with unit trust investment are:

1. Professional investment services
2. Diversification opportunities and minimised risks
3. Affordability
4. Convenience
5. Liquidity

Six Simple Steps to Investing with CIMB Wealth Advisors.


1. Define your investment goals

2. Decide your time horizon and risk tolerance

3. Understand the products and decide what suits your investment portfolio

4. Practise asset allocation

5. Practise regular investment

6. Review and rebalance your investment portfolio from time to time

Source : CIMB Wealth Advisors

Contact me;

Anis Adilla Normuhayat
CIMB Wealth Advisor
Lo : 00024933
0177266672 / 0136285253
anisadilla@gmail.com
www.cimb-wealthadvisors.com

SOHA Consultant SDN BHD

SOHA Consultants Sdn Bhd

SOHA Consultants Sdn Bhd consists of qualified Unit Trust Consultants, licensed by Federation of Investment Managers Malaysia or FIMM (formerly known as Federation of Malaysian Unit Trust Managers or FMUTM).

We specialize in marketing the Islamic financial products and services offered by CIMB Group via CIMB Wealth Advisors Bhd. SCSB provides a Total Financial Solution service to its customers. It also facilitates the needs of both retail and corporate clients should they require any single or combined elements of the Total Financial Solution.


Name : SOHA Consultants Sdn Bhd (731271 - H)

Incorporated : April 2006

Mission : "To Groom World Class Wealth Advisors in the Islamic Market."

Vision : To Become The Leading Islamic Financial Services Provider of Choice in Malaysia.

Values for Customers :

(1) Integrity
(2) Right Advice
(3) Best Service
(4) Sincerity
(5) Satisfying Results

Current Asset Under Management (AUM) : RM37 Million (as at 20 Nov 2009)

Contact me;

Anis Adilla Normuhayat
CIMB Wealth Advisor
Lo : 00024933
0177266672 / 0136285253
anisadilla@gmail.com
www.cimb-wealthadvisors.com