Lowyat.NET: Latest topics by sam@bpp

Marketplace Fair@Bursa

Thu, 01 Jan 1970 07:30:00 +0800

Marketplace Fair@Bursa

sam@bpp — Wed, 06 Jan 2016 16:23:46 +0800

-Free entry
-No prior registration required

1. Investing for Beginners
2. Trading and Investing Strategy for all
3. Syariah-Compliant Investing
4. Finance 101

Source:
http://www.bursamarketplace.com/index.php?...ties&ac=14&uc=2

Seminar schedule:
http://www.bursamarketplace.com/index.php?...dfdownload&uc=2

7 Times You Need to Talk to a Financial Advisor

sam@bpp — Wed, 06 Jan 2016 16:07:58 +0800

Even if you're a savvy money manager on your own, you may find value in bringing in a professional from time to time.

1. When you get your first job
2. When you get married or divorced
3. When you receive a large sum of cash
4. When you need to take care of aging parents
5. When you are thinking about retirement
6. When you are preparing to pass on your wealth
7. When you are worth a quarter million

Full article and source:
http://money.usnews.com/money/personal-fin...nancial-advisor

Top 10 Things Malaysians Wasted Their Money On

sam@bpp — Tue, 05 Jan 2016 04:31:37 +0800

1. Mamak
2. Gadgets
3. Daily expensive Coffee
4. Gym memberships
5. Service packages
6. Lunch delivery
7. Healthy living
8. Subscriptions
9. Banking fees
10. Skipping regular dentist visits

Credit to imoney team:
https://www.imoney.my/articles/top-10-thing...oney-on-in-2015

10 things Yoda would say as financial adviser

sam@bpp — Mon, 21 Dec 2015 15:37:00 +0800

https://www.washingtonpost.com/business/get...blogsandcolumns

Choose the Light or Dark Side wisely.

Malaysia economy is not bad lah

Thu, 01 Jan 1970 07:30:00 +0800

Malaysia economy is not bad lah

sam@bpp — Tue, 15 Dec 2015 15:10:11 +0800

Berjaya Food - Another Starbucks-led quarter
http://klse.i3investor.com/blogs/kltrader/87862.jsp

Bfood to open more outlets
http://www.thestar.com.my/business/busines...lets/?style=biz

2015 Year-End Personal Finance Tips for You

sam@bpp — Sun, 13 Dec 2015 13:45:58 +0800

Before making your new year resolutions, here are some year-end personal finance tips:
1. Upgrade your PC
2. Do a medical checkup
3. Buy books
4. Upgrade your sports equipment
5. Save in SSPN
6. Make PRS contribution
7. Check your ILP insurance fund performance
8. Funds for car insurance & repairs
9. Funds for home maintenance
10. Balance the proportion of investments that you keep in stocks, forex, real estate
11. Estate planning/Will writing
12. Review health insurance

Feel free to add more suggestions.

Financial Advisor or Financial Planner

sam@bpp — Fri, 11 Dec 2015 12:27:18 +0800

Name of Company:Blueprint Planning

Role:Financial Advisor / Financial Planner

Remuneration:TBC

Requirements:Degree holder or with CFP/RFP qualifications

Contact Person:Sam, Mobile: 016-9225626 ; Email: sam@bpplanning.com.my

Why Blueprint Planning?
1. Licensed under BNM and Securities Commission
2. Principals and Practice model
3. Multi ethnic and Asean presence company
4. In 2016, partnership with established Australia company
5. Professionals and always act in client's best interest

Wrap vs Non-Wrap Account

sam@bpp — Thu, 10 Dec 2015 16:29:22 +0800

WRAP ACCOUNT

Sales charge: 0% - max normal sales charge as stated in the prospectus
Annual wrap fee: 0.15% - 1.5%
Free switching: Yes (no new Sales Charge payable by the investor for any new Unit Trust switching transaction)
Suitable for: Portfolio rebalancing

NON-WRAP ACCOUNT

Sales charge: 0% - max normal sales charge as stated in the prospectus
Annual wrap fee: N/A
Free switching: No
Suitable for: Buy and hold investors

References:
https://www.ifastcapital.com.my/ifast/home/...WrapAccount.tpl
https://www.fameplatform.com/SG/UI/Prelogin...ctservices.aspx

InvestSmart Fest, 9-11 Oct 2015 Mid Valley,Hall 3

sam@bpp — Thu, 08 Oct 2015 19:24:18 +0800

ISF 2015 is organised with the objective to provide the public with greater access to information in relation to:

the capital market framework, its products and services; and
investors rights, responsibilities and knowledge to make informed investment
decisions,
ultimately to attract more participation in the capital market.

Welcome to meet us, Blueprint Planning on time slot below.
9 Oct 2015(Fri): 3.45PM - 9.00PM
11 Oct 2015(Sun): 10.30AM - 3.45PM

Link:
http://www.investsmartsc.my/investsmart-fe...hibition-centre

Financial Planning & Advisory for Women Forum

sam@bpp — Thu, 01 Oct 2015 11:45:31 +0800

Name of Company:
Blueprint Global Ventures
Role:
Financial Advisor
Remuneration:
N/A as this is a forum
Requirements:
Please refer to attached pdf file
Contact Person:
training@bpplanning.com.my or contact 011-23440016

*Edited the attachment

The Archipelago Endowment Alpha Series 8

sam@bpp — Sat, 12 Sep 2015 10:48:40 +0800

Archipelago Life Insurance Limited is licensed and regulated by the Labuan Financial Services Authority (LFSA).

> With a guaranteed 101% life protection,
> Of a 100% principal protected endowment policy,
> Earning an attractive 10% fixed maturity returns,
> Short tenure of 18 months
> Providing diversification from traditional investments
> And an alternative in US Dollars.

Min. investment USD $20k. Max. investment USD $100k.

Open to Malaysians/Non Malaysians residing in Malaysia.

Individuals, Corporations or associations is eligible.

Maturity proceeds will be paid to policy owner's bank account anywhere in the world.

Maturity proceeds are tax free!

Closing date: 30th September 2015