Thursday, October 22, 2009

EPF MEMBERS INVESTMENT SCHEME procedure... SPECIAL CAUTION WHEN FILL-IN THE FORM!!

1) KWSP 9N Forms –
a) Must be completed in BLOCK LETTERS and in BLACK INK.
b) Must be clearly written.
c) Thumbprints must be affixed fully within the box, and in black ink.

2) EPF Investment Application Forms
a) Must be completed in BLOCK LETTERS and in BLACK INK.
b) Must be clearly written.

3) Photocopy NRIC
a) Must be photocopied on A4-size paper and clear.
b) Thumbprints must be affixed below the NRIC.

To ensure that the scanned images are clear and data is captured accurately through
ICR (Intelligent Character Recognition) for fast transmission to EPF, please adhere to
the above guide.

For further details please refer to company memo.

Wednesday, October 21, 2009

Investment Talk on 4 November 2009 for member only

Venue : Tropicana Golf & Country Resort (Ballroom 1 & 2)
Programme : 7:45 p.m. Registration
8:15 p.m. Investment Talk
9:45 p.m. End of Session

Monday, October 12, 2009

PM branch extension operation hours

Bangsar Mon & Tue (until 7:30pm), 2nd Saturday (9am ~ 1pm)
Cheras Mon (until 7:30pm), 1st Saturday (9am ~ 1pm)
DSP Wed (until 7:30pm), 3rd Saturday (9am ~ 1pm)
Klang Wed (until 7:30pm), 2nd Saturday (9am ~ 1pm)

Thursday, October 1, 2009

Sonny khoo Says ...

“I started my career with two foreign banks and a foreign trading company involved mainly in currency trading for more than 10 years. Today, I run a Financial Services Business with my wife, Kwan.

Having a reasonably large clientele and believing that selling is a lifestyle, I often share about wealth creation and management, and am always prepared for on-the-spot presentation. I encourage my clients to refer at least one to three prospects a year. I believe educating and professional service to my clients are important and the key to unlocking their purse.
OV Training is where I gathered lots of knowledge, ideas and tips from experienced leaders in a one-hour session which I would otherwise have taken weeks or months to research. Why reinvent the wheel? I have faithfully used whatever I have learned in OV Training to enhance my presentation and closing skills.

When I first started, I used to joke that my phone number was 247365. People asked, ‘Why only 6 numbers?”. To me, 24 hours a day, 7 days a week, 365 days a year is a good time to sell. That is essential when we first start our business - 99% hard work. Nowadays, I try to make weekends for family and holidays a must. Weekdays should be dedicated to work.
My plan for this year and next is to increase my personal sales and recruitment activities. The aim is to recruit more dedicated agents to meet my group sales promotion quota.
Motivation is one of the keys to success. To keep myself motivated, I read a lot to improve my knowledge and to develop myself. $$$ is also a major motivation, though what you do with it is most important – being able to bless others as much as I am blessed. So long as I do my part, I believe God would help me to achieve my highest potential. In short my motivation is God first, then family, friends and community.

One Vision Training Schedule

VENUE : BANGSAR, 4TH FLOOR TRAINING ROOM
TIME : 730PM -9PM EVERY MONDAY
THEME : SALES CHASE
TOTAL : 15 SESSIONS

14/09/2009 Restore Investors Confidence
28/09/2009 Know Your Competitors & Yourself
05/10/2009 Market Review & Outlook
12/10/2009 Cashing In, on The Low Interest Regime
19/10/2009 Guest Speaker "Power of Thoughts"
26/10/2009 How To Build More Mutual Gold Investors
02/11/2009 Putting Plans Into Action
09/11/2009 Tips To Get More Sales Apppointment
16/11/2009 China Related Funds - Review & Potential
23/11/2009 Close More Sales Through Effective Presentation
30/11/2009 Power Phrases
07/12/2009 How To Construct An Equity based Portfolio
14/12/2009 Perception Can Be Deceiving
21/12/2009 Year End Gathering