Name: 10th AFA Virtual Annual Conference 2021
Start: 28/10/2021 04:00 PM +00:00
End: 17/11/2021 03:59 PM +00:00

Moneysave: Nation Building by Crowdfunding 1,000,000 SMEs
MoneySave (M) Sdn Bhd began operations in May 2020 and is Malaysia&rsquo;s best performing P2P Crowdfunding platform regulated by Securities Commission Malaysia.&nbsp;
Investments using MoneySave Platform benefits Malaysian SMEs directly as it provides the working capital required by the SMEs. We have crowdfunded companies in various industries such as Aerospace Engineering, Food Manufacturing and Distribution, FMCG, AgriTech, PowerTech and Energy, Oil &amp; Gas Services, and many others.
Over the past 18 months, MoneySave has:
1) &nbsp; &nbsp; Crowdfunded &gt;RM180m and benefitted a supply chain of &gt;5,000 SMEs and enriched &gt;50,000 Families
2) &nbsp; &nbsp; Safer Investment Platform with 0% Default Rate by the SMEs since launch&nbsp;
3) &nbsp; &nbsp; Provided Investor returns &gt;15% per annum (effective rate)
4) &nbsp; &nbsp; &gt;50% of SMEs are Crowdfunded in &lt;30 minutes on Moneysave and the SMEs receive the investments within the same day
Our Unique Selling Proposition includes being the 1st Crowdfunding Platform in World to use patented Risk Reduction Incentive Score where SMEs enjoy a lower cost of financing if they lower their credit risks.

Moneysave (M) Sdn Bhd

iFAST Capital Sdn. Bhd. is a part of iFAST Corporation Ltd (&ldquo;iFAST Corp&rdquo;), one of Asia&rsquo;s largest listed wealth management fintech platform headquartered in Singapore, providing a comprehensive range of investment solutions and services to financial advisory firms, financial institutions, banks, multinational companies, as well as retail and high net worth investors Asia powered by our in-house IT system.
Apart from a wealth management fintech platform, iFAST Fintech Solutions business division has been established to capture the business opportunities and provide innovative fintech solutions to our institutional clients.
Over the years, we have strategically set up offices across various Asian markets, providing local wealth advisers, financial institutions as well as investors a seamless delivery of cross border services with the benefits of a one-stop solution centre.
With in-depth experience, our regional offices are well placed to draw on local and regional insights whilst leveraging on the global capabilities of one of the world&rsquo;s largest professional services network.

iFAST Capital

PhillipCapital operates in the financial hubs of 15 countries, with offices in Singapore, Malaysia, Cambodia, Vietnam, Indonesia, Thailand, China (and Hong Kong SAR), Japan, India, UAE, UK, France, Turkey, Australia and USA. Here in Malaysia, PhillipCapital is represented by Phillip Capital Management Sdn Bhd, Phillip Mutual Bhd, Phillip Wealth Planners Sdn Bhd, Phillip Futures Sdn Bhd and Phillip Research Sdn Bhd.
Globally since 1975, PhillipCapital has grown as an integrated Asian financial house with a global presence that offers a full range of quality and innovative services to retail and high net worth individuals, corporate and institutional customers.
Phillip Capital&rsquo;s comprehensive suite of financial products and services includes fund management, managed accounts, unit trust, insurance planning, regular savings, contracts for difference, exchange traded funds, investment research, equity financing property; broking in bonds, securities, futures, foreign exchange, precious metals and commodities. Institutions can also benefit from our corporate finance and advisory services as well as information technology solutions.
Collectively, our members have extensive branch networks with more than 5,000 employees and over 1 million clients worldwide, our assets under custody/management amounts to more than USD 35 Billion; with shareholders&rsquo; funds in excess of USD 1.5 Billion.&nbsp;

Phillip Capital Malaysia

Great Eastern Life Assurance (Malaysia) Berhad (GELM) began its operations in 1908 as a branch office of The Great Eastern Life Assurance Company Limited. The Malaysian operations were subsequently transferred to a locally incorporated public company, GELM under the Scheme of Transfer of Business. The Company was certified by The Malaysia Book of Records in 1998 as &ldquo;The Oldest and Largest Life Insurer&rdquo; in Malaysia. &nbsp;
With more than a century of experience and solid financial foundation, GELM has RM91.1 billion in assets, over 3.0 million policies in force and a network of 19,000 agents nationwide as at 31 December 2020. To date, GELM has 21 branches nationwide and products include life insurance plans, investment-linked plans, mortgage protection, business protection, employee benefits, medical insurance and group health benefit schemes. GELM is a wholly-owned subsidiary of Great Eastern Holdings Limited and its ultimate holding company is Oversea-Chinese Banking Corporation Limited (OCBC). &nbsp;
Over the years, we have received numerous prestigious awards demonstrating our leadership in the industry. In 2021, GELM made history by becoming the only life insurance company to be conferred the prestigious Reader&rsquo;s Digest Trusted Brand Gold Award in the Life Insurance category for the 18th consecutive year.

Great Eastern Life Assurance (Malaysia) Berhad 

The <a href="https://afamalaysia.org/" target="_blank" rel="noopener">Association of Financial Advisers (AFA)</a> was approved by the Registrar of Societies on the 16th August 2012 with the support and recognition of Bank Negara Malaysia and Securities Commission of Malaysia. The association represents all the Approved Financial Advisers and Corporate Unit Trust Advisers (CUTA) Firms.
AFA is also the official association endorsed by the regulators as a benchmark of the industry best practice model. AFA spearheads the changes in the Malaysian financial advisory landscape which is in line with the Bank Negara Malaysia&rsquo;s Financial Sector Master Plan and Securities Commission Malaysia&rsquo;s Capital Market Master Plan.

Association of Financial Advisers Malaysia (AFA)

A reputation that invites respect
Tokio Marine Life Insurance Malaysia Bhd. was formerly known as TM Asia Life Malaysia Bhd., an established life insurance company with a history of more than 65 years.
Tokio Marine Life&rsquo;s presence in Malaysia is the result of the strategic alliance between Tokio Marine &amp; Nichido Fire Insurance Co., Ltd. and Asia General Holdings (Asia Life&rsquo;s parent company) in March 2007.
Our reputation has been gained through our strong historical investment returns, disciplined underwriting, and careful expense management.
From financial security to wealth enhancement to legacy planning, our priority is to meet the key financial needs of individuals through a comprehensive suite of insurance plans.&nbsp;
Our BrandLaureate Award 2014-2015 for Best Brand in Life Insurance in Malaysia is testimony of Tokio Marine brand's success; an endorsement of being with the best in the life insurance industry and acknowledgement of our brand's value, strength and character.

Tokio Marine Life Insurance Malaysia Bhd

RHB Asset Management Sdn Bhd (RHBAM) is approved and licensed by the Securities Commission Malaysia (SC) under the Capital Markets and Services Act 2007 to carry out fund management activities in relation to portfolio management and dealing in securities restricted to unit trusts products, dealing in private retirement schemes and investment advice. It is a wholly-owned subsidiary of RHB Investment Bank Berhad, which in turn is a wholly-owned subsidiary of RHB Bank Berhad, a licensed bank and listed on the Bursa Malaysia. RHBAM offers investments in unit trusts, private retirement schemes, private mandates that invest in local, Asian and global markets, which asset classes include amongst others equity, bond/fixed income, mixed assets, money market or cash and funds of funds. The above investment products and services offers cover both Shariah-compliant and conventional investments for retail individuals, corporations, institutions, government agencies and pension fund houses. As at 31 July 2021, the total value of assets under management operated by RHBAM is RM42.6billion comprising of private mandates and collective investment schemes (53 unit trust funds, 43 wholesale funds and 5 private retirement funds).

RHB Asset Management Sdn Bhd

Manulife Malaysia was first established in 1963 as a branch of Bahamas-based British American Insurance Co. It became a public limited company in 1981 and changed its name to British American (Malaysia) Insurance Berhad. In 1994, the company was renamed John Hancock Life Insurance (Berhad) to reflect our association with John Hancock Mutual Life Insurance Company in USA. Later, the Company changed its name to Manulife Insurance (Malaysia) Berhad following the large-scale global merger between Canadian-based Manulife Financial Corporation and US based John Hancock Financial Services, Inc in 2004. &nbsp;Manulife Malaysia underwent a restructuring exercise in 2008 and effective 1st October 2008, Manulife Insurance (Malaysia) Berhad became Manulife Holdings Berhad.
Manulife Malaysia is a progressive company, not just in the products and services we offer but also in the way we do business. We aspire to be the trusted and most preferred financial services provider in Malaysia by making our customers&rsquo; decisions easier and lives better. Subsidiary companies under Manulife Holdings Berhad are Manulife Insurance Berhad, Manulife Investment Management (M) Berhad and Manulife Insurance Labuan Limited.
Manulife Holdings Berhad is listed on the Bursa Malaysia. Its assets under management as at 30 June 2021 is over RM13 billion.
Manulife Holdings Berhad is a member of Canada-based Manulife Financial Corporation, a leading Canadian-based financial services group.

Manulife Insurance Berhad

Since 1962, we have grown to be one of the dedicated insurers for everyday Malaysian. We offer an extensive selection of general insurance products and services. Along the way, we have amassed a number of awards and accolades in recognition of our strong commitment to our customers and solid financial performance.
Today, we are one of Malaysia's market leaders in general insurance achieving RM1.55 billion* annual gross written premiums in 2020. Our holding company, LPI Capital Bhd, has over RM4.51 billion* in assets and more than RM5.46 billion* market capitalisation. With over 800 employees, Lonpac is ever-ready to provide our customers with competitive and innovative products and services to meet their insurance needs.
We are putting YOU, our customer, FIRST when it comes to insurance.

Lonpac Insurance Bhd

Archipelago Life Insurance Limited is licensed under the Labuan Financial Services and Securities Act 2010 to carry on business as a Labuan life insurer. It designs unique protection for individual, family or group term life covers, short term endowment series, investment-linked policies (ILPs) and mini-Jumbos are on our expanded life product range. Life insurance has become a key component of wealth planning strategy for High Networth Individuals (HNWIs). It is a major investment for HNWIs and it is utilised to manage wealth such as the formation of a trust for wealth transfer to the next generation, estate planning, charitable giving and tax planning in a broader context. It also enables HNWIs to properly structure business and personal assets. A primary reason for HNWIs purchasing life insurance is to finance costs associated with death without liquidating assets.

Archipelago Life Insurance Ltd

Industry Updates by Mr. Alfred Sek, President, Association of Financial Advisers. Get updated on the state and progress of the financial planning industry specifically concerning changes in the regulations, developments in the financial planning and the broader financial services industry, feedback from practitioners as well as plans and directions for the industry going forward. This is followed by Mr. Vincent Soh, CEO &amp; Founder, Moneysave (M) Sdn Bhd with his Keynote address on #BUILDING NATION Together - Invest in 100,000 Growing SMEs, ENRICH 1,000,000 Families

Alfred Sek

Vincent Soh

Industry Update & Keynote

Listen to an inspirational real-life story of a college girl from rural China who bravely ventured into the financial industry in Singapore, and her subsequent relinquishing her profitable career as a tied agent to become an Independent Financial Adviser who only represents the interest of clients.

Joey Wu

Achieving COT in the pandemic – My Journey From Tied Agent to IFA

BNM has been actively promoting diversification of distribution channels for insurance and takaful products. We witnessed the same development in the fund management industry.
<ul>
<li>What has changed, what hasn&rsquo;t?&nbsp;</li>
<li>With the rise of Digital Distribution, is Advisory-based Distribution relevant?&nbsp;</li>
<li>What are the strategies of FSI to continue to deliver value to consumers in a technology disrupted environment?</li>
<li>Is the role of a financial intermediary still necessary?</li>
<li>How can financial advisers seize the opportunity and prepare for the future?</li>
</ul>
&nbsp;
Moderator: Dinesh Virik, Managing Director, Novagni Analytics and Advisory Sdn Bhd
Panelist: Mark O&rsquo;Dell, CEO, Life Insurance Association of Malaysia (LIAM) Antony Lee, Chairman, Persatuan Insurans Am Malaysia (PIAM) Elmie Aman Najas, Chairman, Malaysian Takaful Association (MTA) Kaleon Leong, CEO, Federation of Investment Managers Malaysia (FIMM)

Dinesh Virik

Mark O’Dell

Kaleon Leong

Antony Lee

Elmie Aman Najas

Multichannel Strategy for the Financial Services Industry

This explosively powerful 90-minute session features multi-award-winning (global and local) Business Coaching Legend Jeevan Sahadevan and his 8 Sales Skills System.&nbsp;
&nbsp;
Nothing ever happens in a company until a sale is made. However, executives often shift between hard selling and soft selling and never really experience breakthroughs in sales. Jeevan Sahadevan has created a method of selling that focuses instead on 8 very specific skills that when mastered and worked on can completely transform how you sell and get you closing more sales than you ever thought possible extremely quickly. Sales is a skill and Jeevan will share with you 8 sales skills that will get you closing massive sales. Jeevan has been coaching thousands and thousands of people in sales for 21 years from all kinds of industries. Get ready for one of the best workshops you&rsquo;ve ever experienced in Sales with Jeevan!

Conference

Speakers15 Speakers

Jeevan Sahadevan

Nadia Heng

Hsin Ying Lim

Joey Wu

Alfred Sek

Vincent Soh

Bryan Zeng

Alvin Tan

Derick Tan

Dato' Javern Lim

Dinesh Virik

Mark O’Dell

Antony Lee

Elmie Aman Najas

Kaleon Leong

Booth10 Booth

Moneysave (M) Sdn Bhd

iFAST Capital

Phillip Capital Malaysia

Great Eastern Life Assurance (Malaysia) Berhad

Association of Financial Advisers Malaysia (AFA)

Tokio Marine Life Insurance Malaysia Bhd

RHB Asset Management Sdn Bhd

Manulife Insurance Berhad

Lonpac Insurance Bhd

Archipelago Life Insurance Ltd

Conference

Speakers.css-1f6omqm{margin:0;font-size:1.4rem;font-weight:500;line-height:1.5;color:#5d5d5d;font-family:'Poppins',sans-serif;margin-left:0.8rem;}15 Speakers

Jeevan Sahadevan

Nadia Heng

Hsin Ying Lim

Joey Wu

Alfred Sek

Vincent Soh

Bryan Zeng

Alvin Tan

Derick Tan

Dato' Javern Lim

Dinesh Virik

Mark O’Dell

Antony Lee

Elmie Aman Najas

Kaleon Leong

Booth.css-7303n9{margin:0;font-size:1.4rem;font-weight:500;line-height:1.5;color:#5d5d5d;font-family:'Poppins',sans-serif;color:#FFFFFF;margin-left:0.8rem;font-weight:400;}10 Booth

Moneysave (M) Sdn Bhd

iFAST Capital

Phillip Capital Malaysia

Great Eastern Life Assurance (Malaysia) Berhad

Association of Financial Advisers Malaysia (AFA)

Tokio Marine Life Insurance Malaysia Bhd

RHB Asset Management Sdn Bhd

Manulife Insurance Berhad

Lonpac Insurance Bhd

Archipelago Life Insurance Ltd

Speakers15 Speakers

Booth10 Booth