Saturday, March 27, 2010

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

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