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A get-together for all financial planning practitioners to share their experiences and get answers to the conundrum of opting to be an IA/FA or not.
The Annual General Meeting of the Association will commence for the members after lunch.
MAChFC ROUND TABLE FORUM FOR FINANCIAL PLANNING PRACTITIONERS 2007 To be or not to be
Financial Adviser (FA) or Investment Adviser (IA)
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Presenters :
(Refer to Programme)
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What you will Learn
Post your questions and enquries on the FA/IA dilemma.
(CPD hours to be awarded- upon confirmation from the regulatory bodies) |
Non members RM90
Members RM40
LIMITED TO 50 SEATS ONLY
(Lunch - Inclusive)
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Date: Friday, 9th March 2007
Time: 8.30 am 2.00 pm
Venue:Boulevard Hotel Mid Valley
(entrance beside San Francisco Coffee, North Court)
Add : Mid Valley City, Lingkaran Syed Putra
59200 Kuala Lumpur |
Registration
Please register through our website http://www.machfc.org or fax this completed registration form to 03-89940998 to be received by MAChFC Secretariat before 2nd March 2007. Cheques made payable to MALAYSIAN ASSOCIATION OF CHARTERED FINANCIAL CONSULTANTS are to be deposited into the Associations account at Maybank account no. 514235467931. (Please bring original bank-in slip for registration. Do not post your cheque.)
Kindly direct all enquiries to Ms. Teo Tel : 016-3733826
Yes, please register me! (Complete in BLOCK letters.)
Name:
.. Membership No:
..
Company:
. E-mail:
.
Address:..............................................................................................................................................................................................
Telephone:................................................. (Off)....................................................... (Hse) ........................................................(H/P)
Payment - Cheque (make payable to MALAYSIAN ASSOCIATION OF CHARTERED FINANCIAL CONSULTANTS)
Cheque No:......................
.............. Amount:.....
.
............
.
Direct Banking: Via ATM, Cash Deposit Machine, Maybank Account No: 514235467931 Maybank Jln Kelang Lama Branch.
(Please bring original bank-in slip for registration during Workshop)
MAChFC ROUND TABLE FORUM FOR FINANCIAL PLANNING PRACTITIONERS2007
To be or not to be Financial Adviser (FA) or Investment Adviser (IA)
Friday 9th March 2007, Boulevard Hotel, Mid-Valley
Programme
TIME PROGRAMME
8.30 a.m. Registration of Participants
9.00 a.m. Foreword from the President of MAChFC
- Mr. Y.C. Lim
- Introduction of Forum Moderator Mr. Bose Dasan
9.20 a.m. Introduction of the Forum presenters by moderator
9.25 a.m. Presentation by Mr. Robert Foo - MyFP Services Sdn Bhd
9.40 a.m. Presentation by Mr. K. R. Raju Impact Independent Financial Advisory Sdn Bhd
9.55 a.m. Presentation by Mr. Yap Ming Hui Whitman Independent Advisors Sdn Bhd
10.10 a.m. Tea-break
10.40 a.m. Presentation by Mr. Alfred Sek Standard Financial Planner Sdn Bhd
10.55 a.m. Presentation by Mr. Alvin Yap A.D. Capital Sdn Bhd
11.10 a.m. Summing up by Moderator
Open forum to the floor
1.00 p.m. Lunch [Wildrice Restaurant, Level 9, Boulevard Hotel)
2.00 p.m. 5.00 p.m. Annual General Meeting of MAChFC (for members)
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