Insurance in Estate Preservation GST and Its Impact to Financial Planner 3 7

10 7
CPE POINTS
SIDC
CPD HOURS
MFPC
Jointly organised by :
CHK Consultancy Sdn. Bhd.
CHK Consultancy and MFPC cordially invites you to an event on
GST and Its Impact to Financial Planner
9.00am - 5.45pm
Saturday, 22 November 2014
Moffett Training Centre, H-7-3,
Plaza Kelana Jaya, Jalan SS7/13A,
Kelana Jaya
Presented by
Dr Ch'ng Huck Khoon
CEO
CHK Consultancy Sdn Bhd
NOTE:
Fee for this event is as follows:
MFPC Member - RM180.00
Non Member - RM220.00
10% Discount for group registration (3 pax and above)
*For more information on registration & payment options, kindly refer to the attached registration form.
Jointly Organised :
10 7
CPE POINT
SIDC
CPD HOURS
MFPC
CHK Consultancy Sdn. Bhd.
GST and Its Impact to Financial Planner
Saturday , 22 November 2014 (9.00am - 5.45pm)
Moffett Training Centre, H-7-3, Plaza Kelana Jaya, Jalan SS7/13A, Kelana Jaya
Programme Outline
Speaker Profile
8.50am
Registration
9.00am
GST and Its Scope on Financial Planning Industry
10.00am
Tea Break
10.10am
GST and Financial Planning Services
11.30am
Tea Break
11.40am
Financial Planner as Unit Trust Agent
1.00pm
Lunch
2.00pm
Other GST Highlights
3.30pm
Tea Break
3.40pm
Get Ready for GST Implementation
5.45pm
Ends
• What is GST ? - Input Tax and Output Tax- General Operation of the Industry - Latest Guideline from
Kastam Diraja Malaysia / Securities Commission (if any) on Financial Planning Industry
Our Principal Speaker - Dr. Ch'ng Huck Khoon, pursued his
PhD studies in Finance at Universiti Sains Malaysia (USM).
He holds a MBA (Finance) from the University of Stirling
(UK), is a professional Certified Financial Planner, an
Associate Member of The Institute Of Chartered Secretaries and Administrators (ICSA) as well as an Associate
Member for Centre for Business and Management (CBM)
University Tunku Abdul Rahman (UTAR).
• Services supplied by the financial planner are subject to GST at a standard rate - Advisory and custodial
services - Fixed fee and Commissions
Dr Ch'ng is currently the CEO for CHK Consultancy Sdn
• Buying and Selling of Unit Trust / Bonds- Transfer and Switching of Units- Commissions, Expenses and
Other Charges- Trailer Fee is Exempt Supply
• News and Announcement- GST Guide on Insurance and Takaful Financial Management Industry - Money Lending and Money Services
Industry- Frequestly Asked Questions
• Registration for Taxable Person - Voluntarily and Required Registation
under the GST Act- Effective Date of mandatory Registration- Input Tax
Credit Mechanism- Claiming GST Refunds - Paying GST- OffencesReview and Appeals - GST Forms
Dr Ch'ng Huck Khoon
CEO
CHK Consultancy Sdn Bhd
REGISTRATION FORM
Delegates Name (Dr//Mr/Mrs/Miss/Mdm): As per Identity Card Name
______________________________________________________________________________________
Name and Address of Organisation:
______________________________________________________________________________________
______________________________________________________________________________________
Designation: __________________________________________________________________________
Telephone (HP): _____________________
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(A valid email address is required for confirmation of registration)
MEMBERSHIP
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MEMBERSHIP NO.
FEES
RM180.00
RM220.00
RM100
RM150
Early Bird (Non-Members) - Valid before 15th August 2014
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I enclose Bank Draft / Cheque No : __________________________________
of RM _________ made payable to “ Malaysian Financial Planning Council ”
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Cardholder’s name : __________________________ Amount RM : _____________
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Name
Email
: Pn. Fauziah
: [email protected]
Malaysian Financial Planning Council
Unit 22.7, Level 22,
Menara One Mont’ Kiara (1MK)
No. 1, Jalan Kiara, Mont’ Kiara
50480 Kuala Lumpur.
http:www.mfpc.org.my
www.facebook/mfpc.org.my
: 03 6203 5899
: 03 6201 2669
Fee
MFPC Members - RM180.00
Non Members - RM220.00
10% Discount for group registration
(3 pax and above)
Cancellation
MODE OF PAYMENT
Credit Card (Please √ whichever applicable)
Contact Person
Tel
Fax
Email: ____________________________________________
MFPC Members
Non-Members
10% Discount for group registration (3 pax and above)
Bhd. He is also an Independent Non Executive Director for
CNI Holdings Berhad, YGL Convergence Berhad and AT
Systematization Berhad ( public listed companies in
BURSA Malaysia). He is the Chairman of Audit Committee
for CNI Holdings Berhad and YGL Convergence Berhad,.
He is a columnist Dr. Ch'ng Huck Khoon PRINCIPAL
SPEAKER with Shin Chew Daily and United Daily (local
newspapers) on stock market matters, apart from being
interviewed by Astro, RTM and eTV on financial related
topics. He is also working freelance as Assessment Consultant for MSC Malaysia Multimedia Super Corridor
Research and Development Grant Scheme (MSG), Mentor
for Cradle Investment Programme, Subject Matter Expert
for Securities Industry Development Corporation (SIDC)
Industry Transformation Initiative (ITI) / Continuing
Professional Education (CPE) courses and a speaker for
Financial Planning Association of Malaysia (FPAM)
Continuing Education (CE) courses. He is a HRDF Certified
Trainer, External Moderator / Paper Examiner for INTI
International College (Laureate International University)
and Academic Council and Examination Board for SDH
Institute (Singapore).
Date :
______________
MFPC Refund Policy : Conference Fees are not
refundable; replacement of delegate(s) is
acceptable before 10th November 2014
Disclaimer
Malaysian Financial Planning Council (MFPC)
reserves the right to change the speaker(s),
date(s) and to cancel the programme. MFPC
also reserves the right to make alternative
arrangements without prior notice should it
be necessary to do so. Upon singning the
registration form, you are deemed to have read
and accepted the terms and conditions.