| Date: |
24 Aug 2008 |
| Subject: |
Funds and Market Update |
| Speaker: |
Anthony Ang, Assistant Vice-President |
| Company: |
OSK Unit Trust Management Berhad |
| |
| Date: |
07 Aug 2008 |
| Subject: |
ING Capital Protected Fund- Annual Income Climate |
| Speaker: |
Andy Chan, Head of Retail Distribution |
| Company: |
ING Funds Berhad |
| |
| Date: |
04 Aug 2008 |
| Subject: |
Funds and Market Update |
| Speaker: |
Wickie Poh, Senior Regional Sales Executive |
| Company: |
HLG Unit Trust Berhad |
| |
| Date: |
24 July 2008 |
| Subject: |
New Fund briefing - International Bank Target 8 Fund |
| Speaker: |
Victor Yee, Relationship Manager |
| Company: |
Prudential Fund Management Berhad |
| |
| Date: |
17 July 2008 |
| Subject: |
New Fund briefing- Am Emerging Market Bond |
| Speaker: |
Grace Lok, Head of Group Sales |
| Company: |
AmInvestment Services Berhad |
| |
| Date: |
10 July 2008 |
| Subject: |
New Fund briefing - Income Alpha Fund |
| Speaker: |
Anthony Ang, Assistant Vice-President |
| Company: |
OSK-UOB Unit Trust Management Berhad |
| |
| Date: |
19 June 2008 |
| Subject: |
Funds and Market Update |
| Speaker: |
Andy Chan, Head of Retail Distribution |
| Company: |
ING Funds Berhad |
| |
| Date: |
12 June 2008 |
| Subject: |
New Fund briefing - PM Origin |
| Speaker: |
Victor Yee, Relationship Manager |
| Company: |
Prudential Fund Management Berhad |
| |
| Date: |
05 June 2008 |
| Subject: |
New Fund briefing - Global Capital Fund |
| Speaker: |
Anthony Ang, Assistant Vice-President |
| Company: |
OSK-UOB Unit Trust Management Berhad |
| |
Date: |
22 May 2008 |
| Subject: |
New Fund briefing - Dana Focus |
| Speaker: |
Eric Chee, Head - Sales and Marketing |
| Company: |
TA Investment Services Berhad |
| |
| Date: |
15 May 2008 |
| Subject: |
Funds and Market Update |
| Speaker: |
Alice Wong, Manager, Sales & Marketing |
| Company: |
HLG Unit Trust Berhad |
| |
| Date: |
24 Apr 2008 |
| Subject: |
Funds and Market Updates |
| Speaker: |
Anthony Ang, Assistant Vice-President |
| Company: |
OSK Unit Trust Management Berhad |
| |
| Date: |
17 Apr 2008 |
| Subject: |
ING AAA Capital Protected Fund |
| Speaker: |
Andy Chan, Head of Retail Distribution |
| Company: |
ING Funds Berhad |
| |
| Date: |
10 Apr 2008 |
| Subject: |
Funds and Market Updates |
| Speaker: |
Alan Lau - Manager, Sales and Marketing |
| Company: |
RHB Investment Services Sdn. Berhad |
| |
| Date: |
27 Mar 2008 |
| Subject: |
Funds and Market Updates |
| Speaker: |
Victor Yee, Relationship Manager, Retail Marketing & Distribution |
| Company: |
Prudential Fund Management Berhad |
| |
| Date: |
19 Mar 2008 |
| Subject: |
HLG Diversified Strategic Fund |
| Speaker: |
Alice Wong - Manager, Sales and Marketing |
| Company: |
HLG Unit Trust Berhad |
| |
| Date: |
13 Mar 2008 |
| Subject: |
Funds and Market Updates |
| Speaker: |
Grace Lok, Head of Group Sales |
| Company: |
AmInvestment Services Berhad |
| |
| Date: |
06 Mar 2008 |
| Subject: |
Funds and Market Updates |
| Speaker: |
Eric Chee, AGM, Head of Sales and Marketing |
| Company: |
TA Investment Management Berhad |
| |
| Date: |
28 Feb 2008 |
| Subject: |
OSK Malaysia Dividend Fund |
| Speaker: |
Anthony Ang, Assistant Vice-President |
| Company: |
OSK Unit Trust Management Berhad |
| |
| Date: |
18 Feb 2008 |
| Subject: |
Prudential Country Selection Fund |
| Speaker: |
Victor Yee, Relationship Manager, Retail Marketing & Distribution |
| Company: |
Prudential Fund Management Berhad |
| |
| Date: |
17 Jan 2008 |
| Subject: |
AmGlobal Currencies Cap Guaranteed Fund |
| Speaker: |
Grace Lok, Head of Group Salest |
| Company: |
AmInvestment Services Berhad |
| |
| Date: |
14 Jan 2008 |
| Subject: |
OSK-UOB Asian Growth Opportunities Fund |
| Speaker: |
Anthony Ang, Assistant Vice-President |
| Company: |
OSK-UOB Unit Trust Management Berhad |
| |
| Date: |
07 Jan 2008 |
| Subject: |
HLG Global Value Fund |
| Speaker: |
Alice Wong, Head of Retail Sales |
| Company: |
HLG Unit Trust Berhad |
| |
| Date: |
03 Jan 2008 |
| Subject: |
Prudential Global Emerging Markets Fund |
| Speaker: |
Sabrina Gan, Mutual Fund Investment Specialist |
| Company: |
Schroder Fund Management Ltd. |
| |
| Date: |
10 Dec 2007 |
| Subject: |
China Success Story and its Continous Exponential Growth. Discover How You Can Enjoy Potential High |
| Speaker: |
Andy Chan, Head of Retail Distribution |
| Company: |
ING Funds Berhad |
| |
| Date: |
06 Dec 2007 |
| Subject: |
Funds Update |
| Speaker: |
Alan Lau, Manager, Sales & Marketing |
| Company: |
RHB Unit Trust Berhad |
| |
| Date: |
26 Nov 2007 |
| Subject: |
OSK-UOB Big Capital China Enterprise Fund |
| Speaker: |
Anthony Ang, Assistant Vice-President |
| Company: |
OSK-UOB Unit Trust Management Berhad |
| |
| Date: |
22 Nov 2007 |
| Subject: |
HLG European Dividend Growth Fund |
| Speaker: |
Alice Wong, Manager, Sales & Marketing |
| Company: |
HLG Unit Trust Berhad |
| |
| Date: |
19 Nov 2007 |
| Subject: |
Am Precious Metal Fund |
| Speaker: |
Ng Chze How, Director of Retail Sales |
| Company: |
AmInvestment Services Berhad |
| |
| Date: |
22 Oct 2007 |
| Subject: |
AmClimate Change Fund |
| Speaker: |
Ng Chze How, Director of Retail Sales |
| Company: |
AmInvestment Services Berhad |
| |
| Date: |
18 Oct 2007 |
| Subject: |
PRU 08 Capital Protected Asian Infrastructured Fund |
| Speaker: |
Edward Ooi, Director of Institutional Sales |
| Company: |
Prudential Fund Management Berhad |
| |
| Date: |
04 Oct 2007 |
| Subject: |
ING Baraka Commodities Capital Protected |
| Speaker: |
Andy Chan, Head of Retail Distribution |
| Company: |
ING Funds Berhad |
| |
| Date: |
27 Sep 2007 |
| Subject: |
OSK Thematic Growth Fund |
| Speaker: |
Chris Wong, Assistant Vice President (Agency & Business Development) |
| Company: |
OSK-UOB Unit Trust Management Berhad |
| |
| Date: |
13 Sep 2007 |
| Subject: |
AmPrecious Metal Fund and Market Outlook |
| Speaker: |
Ng Tse How, Director of Retail Sales |
| Company: |
AmInvestment Services Berhad |
| |
| Date: |
06 Sep 2007 |
| Subject: |
TA ABN AMRO Utilities Fund |
| Speaker: |
Eric Chee, AGM, Head of Sales & Marketing |
| Company: |
TA Investment Management Berhad |
| |
| Date: |
23 Aug 2007 |
| Subject: |
HLG Asia-Pacific Property Income Plus Fund |
| Speaker: |
Alice Wong, Manager, Sales & Marketing |
| Company: |
HLG Unit Trust Berhad |
| |
| Date: |
16 Aug 2007 |
| Subject: |
Dual Opportunity Fund |
| Speaker: |
Grace Lok, Group Sales Manager |
| Company: |
AmInvestment Services Berhad |
| |
| Date: |
09 Aug 2007 |
| Subject: |
ING Baraka II and Funds Update |
| Speaker: |
Ismitz Matthew, Head of Retail Distribution |
| Company: |
ING Funds Berhad |
| |
| Date: |
02 Jul 2007 |
| Subject: |
HLG Asia Pacific Infrastructure Fund |
| Speaker: |
Alice Wong, Manager, Sales & Marketing |
| Company: |
HLG Unit Trust Berhad |
| |
| Date: |
28 Jun 2007 |
| Subject: |
Estate Planning Updates |
| Speaker: |
Inderjit Singh, Associate, Estate Planning Services & Training |
| Company: |
OSK Wills |
| |
| Date: |
25 Jun 2007 |
| Subject: |
Global Enhanced Equity Fund |
| Speaker: |
Grace Lok, Group Sales Manager |
| Company: |
AmInvestment Services Berhad |
| |
| Date: |
04 Jun 2007 |
| Subject: |
AmAsian Currencies Capital Protected Fund |
| Speaker: |
Courtney Soh, Marketing Executive |
| Company: |
AmInvestment Services Berhad |
| |
| Date: |
23 Apr 2007 |
| Subject: |
AmGlobal Agribusiness Fund |
| Speaker: |
Paul Shi, Business Development Manager |
| Company: |
AmInvestment Services Berhad |
| |
| Date: |
19 Apr 2007 |
| Subject: |
OSK-UOB Dragon Fund |
| Speaker: |
Chris Wong, Assistant Vice President (Agency & Business Development) |
| Company: |
OSK-UOB Unit Trust Management Berhad |
| |
| Date: |
29 Mar 2007 |
| Subject: |
Is Multi Asset Investment for you? |
| Speaker: |
Wong Ming Foong, Business Development Manager |
| Company: |
Russel Investment Group |
| |
| Date: |
19 Mar 2007 |
| Subject: |
OSK-UOB Muhhibah Income Fund |
| Speaker: |
Edward Ooi, Senior Manager, Marketing |
| Company: |
OSK-UOB Unit Trust Management Berhad |
| |
| Date: |
15 Mar 2007 |
| Subject: |
ING Global Dividend Fund |
| Speaker: |
Ismitz Matthew, Head of Retail Distribution |
| Company: |
ING Funds Berhad |
| |
| Date: |
12 Mar 2007 |
| Subject: |
HLG Global Lifestyle Balanced Fund |
| Speaker: |
Alice Wong, Manager, Sales & Marketing |
| Company: |
HLG Unit Trust Berhad |
| |
| Date: |
08 Mar 2007 |
| Subject: |
TA Euro Fund |
| Speaker: |
Elaine Goh, Assistant Manager, Sales and Marketing |
| Company: |
TA Investment Services Berhad |
| |
| Date: |
05 Mar 2007 |
| Subject: |
AmPan European Properties Equities |
| Speaker: |
Paul Shi, Business Development Manager |
| Company: |
AmInvestment Services Berhad |
| |
| Date: |
05 Feb 2007 |
| Subject: |
Asset Allocation - Local and Global Funds |
| Speaker: |
Alan Tay - Manager, Business Development |
| Company: |
RHB Unit Trust Management Berhad |
| |
| Date: |
25 Jan 2007 |
| Subject: |
Are There Still Opportunities in the Local Market? |
| Speaker: |
Alice Wong - Manager, Sales and Marketing |
| Company: |
HLG Unit Trust |
| |
| Date: |
22 Jan 2007 |
| Subject: |
OSK-UOB Global New Stars Fund |
| Speaker: |
Jasmin Ooi - Senior Executive - Marketing |
| Company: |
OSK-UOB Unit Trust Management Berhad |
| |
| Date: |
08 Jan 2007 |
| Subject: |
HLG Global Healthcare Fund |
| Speaker: |
Alice Wong - Manager, Sales and Marketing |
| Company: |
HLG Unit Trust |
| |
| Date: |
04 Jan 2007 |
| Subject: |
CTLA 2007 Kick-off Address "Market Plans and Benefits - Not Products" |
| Speaker: |
Mike Lee CFP, RFP - Managing Director |
| Company: |
CTLA Financial Planners Sdn. Bhd. |
| |
| Date: |
18 Dec 2006 |
| Subject: |
RHB Global Theme Fund |
| Speaker: |
Alan Tay - Manager, Business Development |
| Company: |
RHB Unit Trust Management Berhad |
| |
| Date: |
14 Dec 2006 |
| Subject: |
Performance and Outlook of OSK-UOB Global Funds |
| Speaker: |
Tock Chin Hui - Portfolio Manager |
| Company: |
OSK-UOB Unit Trust Management Berhad |
| |
| Date: |
26 Nov 2006 |
| Subject: |
AmSchroder European Equity Alpha Fund |
| Speaker: |
Nicole Fong - Technical Manager, Financial Services |
| Company: |
AmInvestment Management Sdn. Berhad |
| |
| Date: |
09 Nov 2006 |
| Subject: |
TA Global Islamic Balanced Fund |
| Speaker: |
Daniel Lok- Channel Head, Sales and Marketing |
| Company: |
AmInvestment Management Sdn. Berhad |
| |
| Date: |
10 Aug 2006 |
| Subject: |
Business Succession Planning |
| Speaker: |
Joyce Lim, Manager, Private Trustee Services |
| Company: |
OSK Trustees Berhad |
| |
| Date: |
27 Jul 2006 |
| Subject: |
Global and Local Funds Update |
| Speaker: |
Eric Chee, AGM, Head of Sales & Marketing |
| Company: |
TA Investment Management Berhad |
| |
| Date: |
13 Jul 2006 |
| Subject: |
Global Funds Update |
| Speaker: |
Andrew Seah, Portfolio Manager |
| Company: |
OSK-UOB Unit Trust Management Berhad |
| |
| Date: |
06 Jul 2006 |
| Subject: |
Launching of ING Global Real Estate Fund |
| Speaker: |
James Tan, Manager |
| Company: |
ING Funds Berhad |
| |
| Date: |
05 Jun 2006 |
| Subject: |
Funds Update |
| Speaker: |
Eric Chee, AGM, Head of Sales & Marketing |
| Company: |
TA Investment Management Berhad |
| |
| Date: |
01 Jun 2006 |
| Subject: |
Ambank Range of Funds |
| Speaker: |
Nicole Fong, Training Manager, Financial Services Department |
| Company: |
AmBank Berhad |
| |
| Date: |
11 May 2006 |
| Subject: |
Launching of OSK Resources Fund |
| Speaker: |
Edward Ooi, Senior Manager Marketing |
| Company: |
OSK-UOB Unit Trust Management Berhad |
| |
| Date: |
24 Apr 2006 |
| Subject: |
Market Outlook and Funds Update |
| Speaker: |
Ismitz Matthew, Head of Retail Distribution |
| Company: |
ING Funds Berhad |
| |
| Date: |
03 Apr 2006 |
| Subject: |
Estate Planning Laws |
| Speaker: |
Inderjit Singh, Associate, Estate Planning Services & Training |
| Company: |
OSK Trustees Berhad |
| |
| Date: |
30 Mar 2006 |
| Subject: |
Global Islamic Fund |
| Speaker: |
Paul Shii, Bangsar Branch Manager, Financial Services Department |
| Company: |
AmBank Berhad |
| |
| Date: |
23 Mar 2006 |
| Subject: |
Global Capital Guaranteed Fund |
| Speaker: |
Ismitz Matthew, Head of Retail Distribution |
| Company: |
ING Funds Berhad |
| |
| Date: |
09 Mar 2006 |
| Subject: |
Trends III |
| Speaker: |
Ong Keng Wee, Senior Manager for Investments |
| Company: |
Kenanga Unit Trusts Berhad |
| |
| Date: |
09 Feb 2006 |
| Subject: |
International Property Equities |
| Speaker: |
Nicole Fong, Training Manager, Financial Services Department |
| Company: |
AmBank Berhad |
| |
| Date: |
19 Jan 2006 |
| Subject: |
"Looking Good" |
| Speaker: |
Ong Keng Wee, Senior Manager for Investments |
| Company: |
Kenanga Unit Trusts Berhad |
| |
| Date: |
12 Jan 2006 |
| Subject: |
Global Funds - Asia Pacific Fund and Market Outlook |
| Speaker: |
Ms. Lim Suet Ling, CEO |
| Company: |
UOB-OSK Asset Management Sdn. Bhd |
| |
| Date: |
27 Oct 2005 |
| Subject: |
"Trends" in Technology, Plantations and Interest Rates |
| Speaker: |
Ong Keng Wee, Senior Manager for Investments |
| Company: |
Kenanga Unit Trusts Berhad |
| |
| Date: |
13 Oct 2005 |
| Subject: |
The GARP System for ING Funds |
| Speaker: |
Steve Ong, CEO |
| Company: |
ING Funds Berhad |
| |
| Date: |
22 Sep 2005 |
| Subject: |
"Breakout" - The market is still coiled up waiting for a release with the maximum impact. When, How and Where? |
| Speaker: |
Mr. Seow Choong Liang, Head of Research, K & N Kenanga |
| Company: |
Kenanaga Unit Trust Berhad |
| |
| Date: |
12 Sep 2005 |
| Subject: |
Case Studies for Estate Planning |
| Trainer: |
Ashar Iskandar Hew, Vice-President |
| Company: |
OSK Wills / OSK Trustees |
| |
| Date: |
29 Aug 2005 |
| Subject: |
The Importance of writing a Will |
| Speaker: |
Ashar Iskandar Hew, Vice-President |
| Company: |
OSK Wills / OSK Trustees |
| |
| Date: |
27 Aug 2005 (open to public) |
| Subject: |
Investment Strategies for Retirement |
| Trainer: |
Mike Lee CFP, Managing Director |
| Company: |
CTLA Financial Planners Sdn. Bhd. |
| |
| Date: |
25 Aug 2005 |
| Subject: |
Investment Opportunities in a Depeg Environment |
| Speaker: |
Christopher Chan, Chief Investment Officer |
| Company: |
ING Funds Berhad |
| |
| Date: |
23 Aug 2005 (open to public) |
| Subject: |
Investment Strategies for Child Education |
| Speaker: |
Mike Lee CFP, Managing Director |
| Company: |
CTLA Financial Planners Sdn. Bhd. |
| |
| Date: |
18 Aug 2005 |
| Subject: |
Bull in the Haze |
| Speaker: |
Mr. Seow Choong Liang, Head of Research, K & N Kenanga |
| Company: |
Kenanaga Unit Trust Berhad |
| |
| Date: |
18 Jul 2005 |
| Subject: |
THE NEXT WAVE |
| Speaker 1: |
Mr. Richard Chua, CEO of Kenanga Unit Trust Bhd |
| Speaker 2: |
Mr. Seow Choong Liang, Head of Research, K & N Kenanga |
| Company: |
Kenanaga Unit Trust Berhad |
| |
| Date: |
30 Jun 2005 |
| Subject: |
Investment Philosophy and Market Outlook |
| Speaker: |
Peter Chong, Fund Manager |
| Company: |
Pheim Asset Trust Management Sdn. Berhad |
| |
| Date: |
23 Jun 2005 |
| Subject: |
Bursa Malaysia: Is it Time to Buy? Stock Market Outlook for 2005/2006 |
| Speaker: |
Fred Tam, Chartist, Speaker and Trainer on Technical Analysis |
| Company: |
PI Investment Research Group Berhad |
| |
| Date: |
09 Jun 2005 |
| Subject: |
Capital Guaranteed Funds (Series Two) |
| Speaker: |
Chris Yap, Assistant Manager |
| Company: |
OSK-UOB Unit Trust Management Berhad |
| |
| Date: |
02 Jun 2005 |
| Subject: |
How to Make Money from your Mortgage |
| Speaker: |
Mr. Alvin CC Tan, Principal Consultant, Mortgage for SFP |
| Company: |
Standard Financial Planners Sdn. Bhd. |
| |
| Date: |
26 May 2005 |
| Subject: |
How to market TA Cash Plus Fund Effectively |
| Speaker: |
Mr. Eric Chee and Ms. Alice Wong |
| Company: |
TA Unit Trust Management Berhad |
| |
| Date: |
21 May 2005 |
| Subject: |
Investing for your Children's Education and Retirement |
| Speaker: |
Mike Lee, Managing Director, CTLA Financial Planners Sdn. Berhad |
| Organiser: |
Standard Financial Planners Sdn. Bhd. |
| Venue: |
Ballroom, Cititel Hotel at Mid Valley |
| |
| Date: |
19 May 2005 |
| Subject: |
Investment and Market Outlook 2005 |
| Speaker: |
Andrew Seah, Portfolio Fund Manger |
| Company: |
OSK-UOB Unit Trust Management Berhad |
| |
| Date: |
05 May 2005 |
| Subject: |
Successful Selling with Fund Performance Rating |
| Speaker: |
Eric Chee, Assistant General Manager |
| Company: |
TA Unit Trust Management Berhad |
| |
| Date: |
18 Apr 2005 |
| Subject: |
How to structure a Cash Managment Program for Retirement |
| Speaker: |
Sean Loo, Senior Manager |
| Company: |
ING Funds Berhad |
| |
| Date: |
07 Apr 2005 |
| Subject: |
Conventional and Islamic Estate Planning |
| Speaker: |
Asahar Hew, Vice President |
| Company: |
OSK Trustees Berhad |
| |
| Date: |
31 Mar 2005 |
| Subject: |
An Introduction to Trusts in Malaysia |
| Speaker: |
Ong Eu Jin, CEO |
| Company: |
OSK Trustees Berhad |