Charter Members are corporations that play an active role to support the development of the financial planning industry. Our Charter Members are financial institutions in the asset management, banking, insurance, funds supermart, unit trusts, trusts and wills and investment banking.

  • Affin Bank Berhad
  • AIA Company Limited
  • Alliance Bank Malaysia Berhad
  • Amanah Raya Berhad
  • Apex Investment Services Berhad
  • Amanah Capital Group
  • Bank Simpanan Nasional Berhad
  • CIMB Bank Berhad
  • CIMB-Principal Asset Management Berhad
  • CIMB Investment Bank Berhad
  • CIMB Islamic Bank
  • CIMB Wealth Advisors Berhad
  • Citibank Berhad
  • iFast Capital Sdn Bhd
  • Hong Leong Assurance Berhad
  • HSBC Bank Malaysia Berhad
  • HWANGDBS Investment Bank Berhad
  • ING Insurance Berhad
  • Kenanga Investment Bank Berhad
  • Malayan Banking Berhad
  • Malaysian Assurance Alliance Berhad
  • MAAKL Mutual Berhad
  • Manulife Insurance (Malaysia) Berhad
  • OCBC Bank (Malaysia) Berhad
  • OSK Investment Bank Berhad
  • Pacific Mutual Fund Berhad
  • Pheim Unit Trusts Berhad
  • Prudential Assurance Malaysia Berhad
  • Public Mutual Berhad
  • RHB Bank Berhad
  • RHB Investment Management Berhad
  • The Royal Bank of Scotland Berhad
  • SJ Asset Management Sendirian Berhad
  • Standard Chartered Bank Malaysia Berhad
  • United Overseas Bank (M) Berhad

Click here for Charter Member Benefits (PDF)