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KL & Johor Workshop: How to Choose a Unit Trust and Understand the Insurance Illustration June 12, 2018
Author : Fundsupermart.com


KL & Johor Workshop: How to Choose a Unit Trust & Understand the Insurance Illustration

Learning the ins and outs of unit trust investment can be time-consuming, frightening and complicated for some (especially if you haven't heard about unit trust). Our Client Investment Specialist (CIS) is here to talk about the basics of unit trust investment and most importantly, guide you to choose unit trusts that suit your financial needs.

Apart from unit trust, our CIS will also talk about how to read some of the important terms you see in an Insurance illustration and guide you to choose an insurance plan that suits you. You are cordially invited to join us.


What is Covered in this workshop?

Unit Trusts

  • Unit Trust 101: What is unit trust and how it works?
  • Busting the myth of unit trust investment
  • Walk you through the process of choosing unit trusts that suits you
  • Insurance

  • Explaining key terms and features in an Insurance illustration
  • Guide you how to choose an insurance plan that suits you

  • Who should attend?

  • Those who are interested and want to know more about unit trust investment and insurance
  • Those who has zero or minimal knowledge about unit trusts and insurance (highly encouraged to join)

  • What You Will Gain?

  • Have a better understanding about unit trusts and insurance
  • Be more confident of using unit trust as one of the investment tools
  • Have a better understanding of the key terms used in an insurance illustration
  • Have the opportunity to ask our CIS regarding any questions on unit trust investment and insurance

  • Registration is free and open to public. Click on the Register button below!

    Seats are limited and on a first-come, first-served basis.


    agenda - Kuala Lumpur

    Time
    Topic
    Speaker
    10am - 10.30am 
    Registration
    10.30am - 11.30am
    Unit Trust 101 & How to Choose a Unit Trust
    Andy Wong, Fundsupermart Client Investment Specialist
    11.30am - 12.30pm
    How to Read and Understand the Insurance Illustration
    Eugene Lye, Fundsupermart Client Investment Specialist
    12.30pm - 1pm
    Light refreshments will be provided.

     

    agenda - johor bahru

    Time
    Topic
    Speaker
    10am - 10.30am 
    Registration
    10.30am - 11.30am
    Unit Trust 101 & How to Choose a Unit Trust
    Mark Micheal, Fundsupermart Client Investment Specialist
    11.30am - 12pm
    Light refreshments will be provided.

     

    Event Details

     
    Kuala Lumpur
    Johor Bahru
    Date
    30 June 2018(Saturday)
    Time
    10am - 1pm
    10am - 12pm
    Venue
    Fundsupermart KL Office
    Level 28, Menara Standard Chartered,
    No.30, Jalan Sultan Ismail,
    50250 Kuala Lumpur.
    (Location Map)

    Fundsupermart JB Office
    MeltingPot Service Office
    21-2, Jalan Molek 3/20,
    Taman Molek,
    81100, Johor Bahru.
    (Location Map)

    **Non-FSM Account Holders to open an account on the event day will receive a starbucks card worth rm20, while stocks last.**

     

    You can take this opportunity to submit EPF forms, transaction-related forms and supporting documents relating to Transfer-In, PRS, etc.

     

    Participants are encouraged to attend this event 15 minutes before the starting time.

    For further enquiries, please call us at (03) 2149 0567(KL) or (07) 447 1008(JB) or drop us an email at investhelp.my@fundsupermart.com. Alternatively, you can get real time assistance with our Live Chat!

      Don’t have an account with Fundsupermart.com?
    Open an account for free and there is no maintenance fee. You are also not required to have or maintain a minimum holding to keep the account.


    This article is not to be construed as an offer or solicitation for the subscription, purchase or sale of any fund. No investment decision should be taken without first viewing a fund's prospectus, product highlight sheet (PHS), and if necessary, consulting with financial or other professional advisers. Any advice herein is made on a general basis and does not take into account the specific investment objectives of the specific person or group of persons. Amongst others, investors should consider the fees and charges involved. The relevant prospectuses have been registered and lodged with the Securities Commission. Past performance and any forecast is not necessarily indicative of the future or likely performance of the fund. The value of units and the income from them may fall as well as rise. Where a unit split/distribution is declared, investors are advised that following the issue of additional units/distribution, the NAV per unit will be reduced from pre-unit split NAV/cum-distribution NAV to post-unit split NAV/ex-distribution NAV. Where a unit split is declared, investors should be highlighted of the fact that the value of their investment will remain unchanged after the distribution of the additional units. All applications for unit trusts must be made on the application form accompanying the prospectus. The prospectuses and PHS can be obtained from Fundsupermart.com. Opinions expressed herein are subject to change without notice. Please read our disclaimer in the website.