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KL & Penang Workshops: Getting Started with Bond Investment July 23, 2018
“Not to put all our eggs into one basket” is an advice that we always hear when it comes to investing. In order to avoid concentration risk in our investment portfolio, we will need to diversify the risks by investing into different asset classes. While some of you may already be familiar with bond funds, it is also important for you to explore investing in bonds, on top of your unit trust and stock investment.
Author : Fundsupermart


KL & Penang Workshops: Getting Started with Bond Investment

“Not to put all our eggs into one basket” is an advice that we always hear when it comes to investing. In order to avoid concentration risk in our investment portfolio, we will need to diversify the risks by investing into different asset classes. While some of you may already be familiar with bond funds, it is also important for you to explore investing in bonds, on top of your unit trust and stock investment.

What will be covered?

  1. Features of Bond
  2. Differences: Bonds vs Bond Funds, Savings/Fixed Deposit, and Stocks
  3. Bond market trading
  4. Problems in the current bond market
  5. Fundsupermart's role in the bond market
  6. Bond Investment Ideas

 

How can you benefit from this workshop?

  1. Have a better understanding on the basics of bonds and risks involved
  2. Be more confident of using bonds as one of the investment tools
  3. Have the opportunity to ask our bond experts any questions on bond investment



This seminar is suitable for anyone who is new to bond investments and interested to know more about the fundamentals of bond.
*Bonds are available to sophisticated investors only for purchase.*


Free admission and these Workshops are open to EVERYONE!

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


 

Agenda - KL & Penang

Time
Topic
Speaker
11am - 11.30am
Registration & Light Refreshments
11.30am - 12.30pm
Getting Started with Bond Investment
Anson Tan Kai Chun, Research Analyst,
Fixed Income Division

 

 

Event Details

 
Kuala Lumpur
Penang
Date
11 August 2018, Saturday
18 August 2018, Saturday
Time
11am (Registration) - 12.30pm
Venue

Fundsupermart KL Office
Level 28, Menara Standard Chartered
No.30, Jalan Sultan Ismail,
50250, Kuala Lumpur.
[Location Map]

Bayview Hotel Georgetown
Sri Mutiara, Level 16/P
25-A, Farquhar Street,
10200 Penang.
[Location Map]



Speaker's Profile

Anson Tan Kai Chun
Research Analyst, Fixed Income Division


Anson Tan is currently a Fixed Income Research Analyst of iFAST Capital Sdn Bhd whereby he is responsible for conducting research and analysing bonds. He holds a Bachelor’s Degree in Finance and Investment from the Tunku Abdul Rahman University College. He is an associate member of Certified Financial Planner (CFP), a professional qualification awarded by Financial Planning Association of Malaysia since year 2014. Also, he obtained his Capital Markets and Services Representative License in year 2017 from the Securities Commission Malaysia and has passed his Level I examination in the CFA® program.

 

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 (04) 640 1567 (Penang) or drop us an email at clienthelp.my@fundsupermart.com. Alternatively, you can get real time assistance with our Live Chat!

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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.