PRIVILEGES

• Projected returns of 10-15% per annum (min)
• Tax-FREE (Capital gain, unit bonus)
• High LIQUIDITY - 7 - 10 working days redemption
• FREE Services - 3 months performance report, SMS, latest news, statement by the bank
• CHOICES - Islamic , conventional or Global
• Diversification- opportunity to minimized risk
• TRUST NOMINATION services
  

5 secrets how to WIN in Unit Trust

1. Adopt MID-Long term (3-5 years investment)
2. ESTABLISH INVESTMENT TARGET - you must set your objective and goals (10-15% return) to know when to exit
3. BE AN ACTIVE INVESTOR - invest consistently/ regularly to potentially reduce your cost per unit
4. MONITOR & REVIEW -know the outcome of your investment periodically in order to determine the status of investment and the next course of action
5. EXIT WHEN THE TARGET IS MET - do not be emotional or greedy. Minimize your RISK
   

3 BENEFIT IF U START WITH CWA

HOW TO START???

CWA create simple procedure for every client.
You dont have to have long Que at bank. Dont have to wait for your number.
You just have to produce:

1) Start with LUMPSUM OF MONEY...

• 3 copy of photostate I/C
• Banker cheque
• You have to sign & fill form
  

1. Opening Form
2. Transaction Form
   

p/s: For security reason, we dont except cash money. So each client have to prepare a Banker Cheque for example..

CIMB WEALTH ADVISORS FOR "your full name"

2) Start with EPF @ KWSP...

• KWSP Statement (for calculation..we more focused on amount in account 1)
• 3 copy of photostats I/C
• You have to sign & fill some form

1. Opening Form
2. Transaction Form
3. Kwsp form & Thumb Print
   

EXAMPLE IF U START WITH LUMPSUM OF RM10000.00

IF U START WITH RM10000.00
This is the comparison between asb, fixed deposit & cwa unit trust
Which one is more profitable..i guess u can answer it easily.
Cwa 10% are achievable & the best thing is the projected return can achieve till 28% per year.
Does it GREAT?
So start now...grasp this opportunity..you wont regret about it..

P/S: unit trust is an mid-term & long-term investment that encourage client to save money in CWA for minimum period is 3 years.

Artikel that encourage people to start from now

SUMMARY OF DIVIDEND FOR YEAR 2009

CALCULATION FOR EPF@KWSP & LUMPSUM IVESTMENT

click image for big image..

This is the procedure that KWSP have set

advantages of CIMB UNIT TRUST

• Have 2 types of saving fund which is ISLAMIC & CONVENTIONAL
• Invest in various of sector that established & well known
• Under SYARIAH & IBFIM ( Institut Perbankan Dan Kewangan Islam Malaysia)
• Align to Suruhanjaya Securiti (SC) & Bank Negara
  
• Only CWA served Trust Nomination compare to others unit trust

what is CWA?

CWA stands for Cimb Wealth Advisors...
Cimb Wealth Advisors main activities is UNIT TRUST, INSURANCE, & TRUST NOMINATION..
In CWA we served nearly 80 funds for unit trust...
The main fund that we focused is

1) cimb islamic DALI equity growth fund (DALI 1)
this is the sector that we invest on:

• sime darby
• tenaga nasional berhad(TNB)
• axiata group
• ioi corporation
• ppb group
• kuala lumpur kepong
• sapura crest
• kencana petroleum
• petronas dagang
• gamuda berhad

CWA served 2 types of unit trust one based on islamic and other one is conventional..
we always advised our client to put their money in islamic fund because

• 110 % halal
• 110 % all money put in right company that give HALAL return
• live using halal money will make your life & your family more meaningful