WE HAVE MOVED!

Welcome to our new home, new domain....

www.dviana.com/nana

DALI 3 - New fund@25 cents

In realising the significant awareness towards Islamic and Syariah based funds and being the largest of Syariah funds provider, CIMB Wealth Advisors is proud to announce the arrival of CIMB Islamic DALI Equity Theme Fund (DALI 3) which emphasises on investors keen towards a moderately aggressive investment with higher returns. This fund launch on 18th Feb@25cents. DALI 1 has made 49.52% DALI 2 has made 50.2% since January 2007)

For more details pls call/sms me 0173406898 or email me at norfazlina.termizi@dviana.com

Welcome Imran to Unit Trust's World

Today I would like to congratulete Jodan's friend, Imran Hashim who will be sitting FMUTM's exam in the near future.

He expressed his desire to join CIMB as Unit Trust consultant after attending CIMB's Grand BOP at Sheraton's Hotel last January. He believes this program will give him a good start to have his own business on his leisure.

Nana and Jodan here, welcome him on this team and we hope he will success in this business. You may contact him at imranhashim74@yahoo.com or his blog here.



P/S - he also an expert on SUN Solaris :)

FAQ - Frequently Asked Questions about Unit Trust

1. Why would I want to invest in unit trust?
• Professional Investment Services
• Diversification Opportunities
• Affordable
• Convenience
• Liquidity


2. What are the types of investment plans available?
• Cash - Lump Sum Investment or Cash Plan
• Cash - Regular Investment Plan (Auto Debit / Standing Instruction)
• EPF Investment Scheme
• Loan Plan


3. What is an Autodebit / Standing Instruction?
   It is a facility that allows you to auto deduct a fixed amount of money every month for the purpose of investing into specific unit trust funds. The banks that offer such a facility with CIMB Wealth Advisors and their respective dates of deduction are as follows:
• MAYBANK : Every 14^th or 28^th of the month
• CIMB : Every 10^th or 20^th of the month
• BSN : Every 5^th or 19^th of the month
• EON : Every 8^th or 16^th of the month
• RHB : Every 12^th or 25^th of the month
  
  
4. Who can Invest?
• Malaysian or Non- Malaysian (expatriate working / residing in Malaysia) individuals aged 18 years and above.
• Malaysian or Non-Malaysian with registered Company or incorporated bodies, operating in Malaysia.

Note: All businesses operating in Malaysia must register with ROC / ROB.



5. Where can I invest?
• CIMB Wealth Advisors’s home office in Damansara Utama
• CIMB Wealth Advisors’s regional / branch offices
• CIMB Wealth Advisors’s sales offices



6. Will I get a confirmation on my unit trust investment?
   Yes. You will receive the following:
• Confirmation Advice Slip (CAS) for every investment (excluding Auto Debit which will be sent to you by ordinary mail)
• Yearly Statement of Account
• Unit Split Statement / Distribution Statement (if any)
  
  
7. Where can I find information on unit trust pricing?
   You can find the information in the newspapers (e.g. The Star or The New Straits Times) or you may get it from our website at www.cimb-wealthadvisors.com or call our Customer Care Centre at 03–7718 3000.
   
   
8. What are the types of returns from unit trust investment?
   The returns on investment for unitholders are usually in the form of capital appreciation & distributions through income generated from the portfolio of the assets held by the unit trust funds.
   
   
9. How often will I get the financial reports?
   You will be informed of the performance of the Fund that you have invested in through an audited annual report for the financial year-end of the Fund and an unaudited interim report (applies to a six-month period). These reports will be sent to you within two months of the two stated periods.

THIS IS INVESTMENT UNIT TRUST NOT SKIM CEPAT KAYA, BUT SURE KAYA...
EVERYBODY ARE INVITED TO JOIN OUR PLANNING TO GROW YOUR MONEY
HAPPY INVESTING TO ALL OF YOU :)


norfazlinatermizi@gmail.com

Benefit Of Investing In CIMB Unit Trust

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

lots of profit and advantage kan, so think and decision for your own future..

more info and details please contact
norfazlinatermizi@gmail.com
017 340 6898

About CIMB Financial Care Center

An extended arm of CIMB Wealth Advisors, Financial Care Centre (FCC) holds an Investment Advisor (Corporate) License from the Securities Commission and is established to serve you with integrated financial planning services.

For the financially active professionals and entrepreneurs, this is the place for you to have your financial health analysed. Here, you can seek professional advice from our Financial Planners on your financial plans, i.e., whether your savings for your children’s education or your retirement is working; or whether your investment portfolio has the right mixes to ultimately achieve your financial goals.

Our Financial Planners are qualified CFPs, certified by the Financial Planning Association of Malaysia (FPAM) and licensed by the Securities Commission as Investment Representatives. We are dedicated to help you make smart financial decisions by bringing you through an investment process, using advanced financial analysis technology. Along the process, we will work with you to select suitable financial products, develop strategic financial plans and manage the plans efficiently. At FCC, we will continually monitor and review your investment portfolio to look for potential growth opportunities.

To know more of our services at FCC, call our office at Damansara Perdana for an appointment. Take advantage of the professional services that are provided and enjoy peace of mind, knowing that your investment objectives have been incorporated into your financial plan. With our Financial Planners, you are working with professionals whom you can trust.