Universal Media Publishers (M) Sdn Bhd

Suite 2.04, Wisma Chinese Chamber

No. 258, Jalan Ampang, 50450 Kuala Lumpur

Tel: 03-4252 1666Fax: 03-4252 5225

PRIVATE RETIREMENT SCHEME ROAD SHOWS & SEMINARS 2012 (PRS)

Grand Launching Date：05/10/2012 (8.00am- 4.00pm)

Venue：Swiss Garden Hotel and Residence, Kuala Lumpur

Time / Itinerary / Speaker
8.00am – 9.00am / Breakfast & Registration
9.00am – 9.05am / PRS Multimedia Presentation
9.05am – 9.15am / Message by Ms Amy Seok, Principal Consultant of Money Compass
9.15am- 9.25am / Message by Guest of Honour YB. Dato’ Donald Lim, Deputy of Finance Minister Malaysia
9.25am – 9.30am / Opening Ceremony
9.30am – 9.45am / Presentation of Appreciation Plaque & Group Photo Session
9.45am – 10.00am / Morning Break & Press Conference
10.00am – 10.55am / SESSION 1- Pension System Across The World:
1.1 Pension System Across The World & Overview on PRS and its Strategic Advantage to All :
- Development in Global Pension
- Pension Reforms
- Country Social Economic Development
- Individuals – employed, self-empoyed for this Voluntary
Contribution
- Business Owners – Another Savings Options
- Corporate for their Employees and tax incentives. A tool for
retention benefit and talent management.
1.2FIMM in the PRS Equation
- Introduction to PRS
- Key components of PRS – The PRS regulatory framework
- FIMM’s Roles & Responsiblities
- Conclusion
Q & A (15 minutes ) / Ismitz Matthew
(Acting CEO)
ING FUNDS
(30 min)

En Ahmad Zakie Shariff
(CEO)
FIMM
(15 min)

10.45am-11.45am / SESSION 2- Retirement Culture in Malaysia
2.1Malaysian Retirement Sense (EPF, Savings, Unit Trust, Property)
1. Are these enough? With PRS, the pension system in Malaysia
will be enhanced. How?
2. How PRS complement to current system where only EPF is
Mandatory?
2.2 Getting the breakthrough
1. Why we should leverage on PRS to complement EPF funding
for retirement?
Q & A ( 15 minutes ) / Mr. Edward Ooi Tee Hee
(CEO)
MANULIFE
(30 min)

-
-
(15 min)
11.45am-12.30pm / SESSION 3- Introduction of PRS and Its Strategic Application
3.1 Introduction-Lesson Well Learned
  1. Chile Pension System –the advantages
  2. Superannuation in Australia
  3. Private Pension in Hong Kong (MPF)
- What are the lessons learned?
3.2 Financial Planning & PRS
- Proper Financial Planning Framework, Asset Protection, Asset
Creation, Accumulation, Preservation.
- How PRS comes into the picture?
Q & A (15 min) / Mr. Campbell Tupling
(CEO)
CIMB Principal Asset Management
(30 min)

Munirah Khairuddin
(Acting CEO)
CWA
(15 min)

12.30pm – 1.30pm / Lunch Break
1.30pm - 2.45pm / SESSION4 – Looking Forward-Retirement Planning in Malaysia
4.1 How can employers and individuals benefit from PRS
1. Benefit of PRS to Employers & Individuals.
2. PRS as first-choice retirement planning vehicle.
4.2 Fulfilled the indequancy & Bridge The Gap
- How PRS bridge the gap? What to expect from PRS? What to
cheer, and what to demand in future?
Q & A (15 min) / Mr. Ng Chze How
(Director, Retails Funds)
AmInvest
(30 min)

Mr. Paul Khoo
(CEO)
SFP
(15 min)

2.30pm – 3.45pm / SESSION 5- Ideal Financial Planning – To do’s and not-to-do’s
5.1 Why Retirement Planning?
- Success factor of a strong retirement portfolio
- Risk Diversification, horizon, risk profiling, tracking and managing
portfolio
5.2 Public Behavior - Retirement Awareness
- Public awareness over retirement planning. The traits to develop
discipline, widening knowledge, in
retirement products and upgrading financial literacy.
Industrial Challenge
- Regulatory environment
- What can be done to make the market more ‘holistic’
-Product development and Trend, meeting expectations, and matching
expectation with competency
Q & A (15 min) / Ms. Karen Tan
(Asst Manager of Financial Planning Dept)
Public Mutual
(30 min)

Mr. Javern Lim
(Managing Director of VKA Wealth Planners)
MFPC
(30 min)

3.45pm – 4.00pm /
SESSION 6 : Closing
6.1. Summary &Closing
The Pension system of Malaysia, which is defined-contribution, and
through EPF, is a good and strong foundation which we have had over
the past. We should now cherish that PRS has been created and
introduced to enhance this strong foundation.
6.2 Lucky Draw :10 English Money Compass subscriptions / Ms. Amy Seok
(Principal Consultant)
Money Compass
(15 min)

4.00pm / Session End, Refreshment and Business Networking