The global symbol of excellence in financial planning

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2 Invitation to be Corporate Member We are pleased to extend our invitation to your esteemed organization to join the Financial Planning Association of Malaysia (FPAM) as a Corporate Member. The FPAM is a non-profit organization whose role is to educate the public on the benefits of financial planning and to promote higher ethical and competency standards among professional financial planners. Corporate members enjoy many benefits among which are the following: Training and Certification Savings FPAM administers the CFP certification program. Employees of Corporate members are charged only RM250 per module reflecting a saving of RM50 from the normal fee of RM300 per module. This works out to a RM300 saving for the complete six modules. To date, many of the leading financial institutions are members of FPAM. These members commit significant numbers of personnel to the CFP Program. With FPAM s recent introduction of the world s first Islamic Financial Planning Program, it is anticipated that the number of certificants in this field will grow. Compliance and Recognition The CFP qualification is recognized by Bank Negara as a prerequisite in the issuance of the Investment Advisor s license. In Malaysia, financial planning licenses are issued by the Securities Commission. The recognition conferred by the Securities Commission ensures that many of the retail financial services activities undertaken by financial institutions are in compliance with the industry s regulations. Nationwide network, global accreditation FPAM s 45 Charter and Corporate members represent a wide cross-section of the financial services industry and include many of the leading banks, unit trust companies, insurance companies, investment banks, trust houses and boutique financial planners. Due to its extensive representation, FPAM is regularly consulted by the regulators on developments in the industry.

3 FPAM has an 18-member Board that is elected biennially. It has a number of functional sub-committees and Chapters in the major towns. The association is also part of the international body that promotes the CFP worldwide with affiliates in more than 20 countries and individual membership numbering more than 100,000. As a Corporate Member, you will be able to draw on the resources of the CFP s global fraternity of financial planners. You will also be part of an organization that is actively involved in the development of the industry. We are pleased to attach an information kit on FPAM consisting of the following: 1. Corporate brochure. 2. Listing of Charter Members and Corporate Members. 3. List of selected benefits for Corporate Members and Charter Members. 4. A copy of our 4E Journal, FPAM s in house quarterly magazine. 5. A dossier of FPAM s electronic newsletter. Should you require further information, please do not hesitate to have your office contact the undersigned at telephone number Thank you. Yours sincerely, Chan Chow Hun Chief Executive Officer Financial Planning Association of Malaysia

4 FINANCIAL PLANNING ASSOCIATION OF MALAYSIA Corporate membership Fees Annual Fee RM 1, Examination Fees for CFP Education Program Employee of Normal Savings for Corporate Member Member Employee of Corporate Member Fees per Module RM RM RM50.00 Fees for all 6 Modules RM1, RM1, RM Selected benefits for Corporate Members Employees of Corporate members enjoy a discount of RM50 per module on CFP examination fees. Discount for delegates of Corporate members on conferences and seminars organized by FPAM. Participation in working committees that continuously promote financial planning to the public and also assist the authorities in drafting relevant regulations pertaining to the industry and the profession. Participation in internship programs Participation as host for networking functions of the Association (e.g CFP Nite, Networking Nite) Write-up on organization in 4E Journal, FPAM s in house journal. Complimentary copy of each issue of 4E Journal, published quarterly. Listing on FPAM s website.

5 CHARTER MEMBERS Asset Management Banking

6 CHARTER MEMBERS Insurance Investment Banking Funds Supermart

7 CHARTER MEMBERS Trusts & Wills Unit Trusts

8 CORPORATE MEMBERS

9 1. Particulars Of Corporation MEMBERSHIP APPLICATION CORPORATE MEMBER Name Brief Description of Main Business Address No. of Employees Telephone No Website Address Fax No 2. Particulars Of Nominated Representative Of Corporation Name Designation Correspondence Address (if different from above) Post Code Telephone No Address Fax No 3. Documents & Fees To Be Submitted Please attach the following: (i) Annual Report (most recent) (ii) List of members of Board and Management (iii) Corporation's Profile (iv) Certified true copy of Form 9, 49 and 24 (v) A copy of Investment Adviser's Licence (Corporation) or other relevant licence (v) Annual Fee of RM1, Declaration (i) I am authorised to act on behalf of my Corporation named above. (ii) I hereby agree on behalf of my Corporation that, if admitted, we will abide by all rules and regulations of the Financial Planning Association of Malaysia (FPAM). Our cheque No. amounting to RM is enclosed. Date Corporation's Stamp Signature Name & Designation

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