Financial Advisory Services Guide

Financial Advisory Services Guide

This service guide is designed to provide you an understanding on the range of services and products provided by the financial adviser’s representative (FAR) and financial planner (FP)

Who We Are

A FAR & IFAR is regulated by Bank Negara Malaysia (BNM) under the Financial Services Act 2013 and/or Islamic Financial Services Act 2013. A Financial Planner (FP) is regulated by Securities Commission Malaysia (SC) under the Capital Market Services Act 2013.

What Do We Do
  • Establish client-adviser relationship
  • Gather client data, including goals
  • Analyse and evaluate client’s financial matters
  • Develop and present financial planning recommendations and/or alternatives
  • Implement the financial planning recommendation
  • Monitor and review client’s profile
Our Services

FARs/FPs understand your financial needs and desires and provide personal advice, strategies and solutions to achieve your life and wealth goals.

Our advice typically encompass the following:

Building Wealth
  • Education Planning
  • Retirement Planning
  • Wealth Accumulation

Protecting Wealth

  • Income and Asset Protection
  •  Family and Personal Protection
  •  Business Ownership Protection
  •  Estate Planning

Managing Wealth

  • Tax strategies for individuals, trusts and business owners
  • Debt management for individuals, trusts and business owners
  • Education and retirement fund management

The products commonly employed in our solutions:

  • Life Insurance and Family Takaful products
  • General Insurance and Takaful products
  • Unit Trust
  • Private Retirement Scheme (PRS)
  • Labuan and other international offshore products
  • Will, Trust and Foundation

 

Download: AFA Financial Services Guide