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Financial Talk Letter

The letter requests approval from IOI Oleochemicals management to conduct a financial planning talk at their company. CIMB Principal Asset Management wants to educate employees on the importance of saving and investing periodically for retirement. Their consultants believe they can help clients retire happily by providing the best solutions. The company also introduces a savings plan that can save up to RM780 in income tax yearly. CIMB Principal is a subsidiary of CIMB bank and specializes in financial planning services to help people achieve their financial goals.

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331 views1 page

Financial Talk Letter

The letter requests approval from IOI Oleochemicals management to conduct a financial planning talk at their company. CIMB Principal Asset Management wants to educate employees on the importance of saving and investing periodically for retirement. Their consultants believe they can help clients retire happily by providing the best solutions. The company also introduces a savings plan that can save up to RM780 in income tax yearly. CIMB Principal is a subsidiary of CIMB bank and specializes in financial planning services to help people achieve their financial goals.

Uploaded by

ShokhidulAmin
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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CIMB PRINCIPAL ASSET MANAGEMENT,

NO. 5A 1ST & 2ND FLOOR JALAN TODAK 4,


BANDAR SUNWAY SEBERANG JAYA,
13700 PRAI, PULAU PINANG.
Tel No. 04-3702155/ Fax No. 04-3702158

MANAGER,
MANAGEMENT DEPARTMENT,
IOI OLEOCHEMICALS,
LORONG PERUSAHAAN SATU,
KAWASAN PERUSAHAAN PERAI,
13600 PRAI, PULAU PINANG

ATTN TO: PN. AIRIN

CONDUCT A FINANCIAL PLANNING TALK

Pertaining to the above matter, we would like to seek your management approval to conduct a
financial talk day at your company.

The purpose of such activity is to educate publics on the importance of saving and investing
periodically through financial planning. Based on our research show that 72% out of pensioner
using up their EPF saving within 3 years with our well trained financial consultant we believe that
we would give a best solution to our client and make them retire happily. Besides that, we proudly
introduce our fantastic saving plan that can save your income tax up to RM780 yearly.

For your information, CIMB Principal Asset Management is a subsidiary of CIMB bank group. We
are specialist in providing financial planning which include wealth building, preservation of wealth,
and wealth protection to the public. We implement forward banking as one of our services which
helps people to achieve their financial goals. In addition, by our aggressive monitoring system
people are able to gain return more than other financial investment available in Malaysia.

We hope you can consider our proposal regarding the above matter as soon as possible. Thank
you.

Yours Faithfully,

Azmi
------------------------------------------
(MUHAMAD AZMI BIN SHAIK MOHD)
GROUP AGENCY MANAGER
AT CIMB PRINCIPAL ASSET MANAGEMENT

This letterhead is used by CWAs consultants and financial planners in their personal capacity for purposes of soliciting business.
PELAN PERANCANGAN KEWANGAN
MELALUI DANA UNIT AMANAH
UNTUK MASA HADAPAN &
PERSARAAN ANDA

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