Category Archives: Mutual Fund

Trust companies related to Unit Trust schemes

Posted on 1 August 2016 by ssquah

This is a list of 14 registered Trust companies in Malaysia which are related to Unit Trust schemes, that is, offering Trust services to Unit Trust companies, as provided by the Securities Commission. This list is effective as at 31 … Continue reading →

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New EPF rule to impact on unit trust investment

Posted on 9 September 2013 by ssquah

From The Malaysia Insider today, a news report about an impending change to the EPF’s rule regarding regarding a contributor’s use of his EPF savings for investments in Unit Trusts: “The EPF will revise upwards the basic savings quantum of … Continue reading →

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Legislation affecting financial planning

Posted on 3 March 2013 by ssquah

What are the legislation in Malaysia that will affect financial planners most or at the very least, should be good for them to know or be aware of? In my opinion, below are the few pertinent ones which I present … Continue reading →

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Malaysia: Private retirement scheme

Posted on 28 September 2012 by ssquah

The Malaysian Prime Minister, Najib Abdul Razak, has today announced the official set-up of a Private Retirement Scheme in his Budget Speech 2012. There’s also a mention of increasing the employer’s contribution to the Employee Provident Fund for those earning … Continue reading →

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Investment fallacies

Posted on 12 December 2009 by ssquah

A US-BASED professor has slammed the financial industry for perpetuating investment fallacies that do little to educate retail investors about risk and return, writes Genevieve Cua in Singapore’s The Business Times. These fallacies include the oft-repeated maxim that diversification reduces … Continue reading →

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Capital protected

Posted on 9 September 2009 by ssquah

This appeared today in The Malaysian Insider regarding a move by the Monetary Authority of Singapore to ban the use of financial products with misunderstood names. Hopefully, Bank Negara Malaysia can take the cue and see how the use of … Continue reading →

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Malaysians now more averse to higher risk investment products

Posted on 22 May 2009 by ssquah

Here is an interesting story that appeared in today’s issue of The Business Times in Singapore. It’s saying that owing to the global financial crisis Malaysians appear to be the most averse among Asians to higher risk investment products. They … Continue reading →

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Pre-marriage money planning

Posted on 19 October 2008 by ssquah

I’m sure you have heard of it. Madonna and her beau, Guy Ritchie, have gone their separate ways after eight years of marriage. Divorced. And there’s a huge settlement in her ex-hubby’s favour. He’s reportedly walking away with assets worth … Continue reading →

Posted in General, Investment, Mutual Fund, Rockwills & Estate planning, Unit Trust | 1 Comment

Knowing your basic savings

Posted on 13 March 2008 by ssquah

Last month, I had mention about the new ”Beyond Savings” initiative that had been introduced by the Employees’ Provident Fund (EPF) and which would come into effect on 1 Feb 2008. One of the enhancements in this new strategic initiative … Continue reading →

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Unit trust investment: Service charges now capped at 3 percent

Posted on 3 March 2008 by ssquah

Members of the Employees Provident Fund (EPF) will pay 50 per cent less in service charges for investment in unit trusts from January 1, 2008. The EPF announced that the service charges would be capped at three per cent, and … Continue reading →

Posted in Investment, Mutual Fund, Unit Trust | 1 Comment