“Global Best Practices on Investment Suitability”

November 14, 2011 Admin

Date: 23rd November 2011, Wednesday

Time:10am – 12pm

Venue: Kelab Glof Perkhidmatan Awam (KGPA) , Bukit Kiara off Jalan Damansara, KL

Speaker:Shawn Brayman (PlanPlus President)

On 23rd November PlanPlus President, Shawn Brayman will talk about Global Best Practices and Investment Suitability.

The Global Economic Crisis, the US Debt Crisis, the crisis in Europe that initially centered around Greece and now threatening to spread further abroad, the natural disaster in Japan and in Thailand – these have introduced unprecedented level of volatility in recent time and have spooked investor and unnerved market. Regulators too have reacted by introducing greater or tighter guidelines on what constitutes suitability of investment

Shawn Brayman is the president of PlanPlus Inc., a global leader in financial planning and investment policy statement software, and a recent award winner for his research paper on “Defining and Measuring Risk Capacity” at the Academy of Financial Services, October 2011. Come and hear one of the thought leaders on this topic discuss:

  • Latest research and thinking on risk tolerance, risk capacity and portfolio objectives
  • How to ensure that a client’s portfolio and the products within the portfolio are suitable.
  • Why a client’s goals are key to determining risk capacity.
  • Why financial planning will become a key factor in assessing the suitability of investment advice for a client, and why this is good for advisors.
Space is limited. Confirm your seat now!

Venue: Kelab Glof Perkhidmatan Awam (KGPA)

Bukit Kiara off Jalan Damansara, KL

[Map to KGPA, please click here www.pem.org.my/event/kgpa.htm]

Registration: 9.30 am

Time: 10:00 am – 12:00 pm

Fees: RM 50

CE Points: 2 (two)

For enquiries please call Aniza at 03-7954 9500
Click here for Registration Form