by uliasset | Aug 17, 2018 | Portfolio Investment
What’s a Nominee? Life insurance protects your loved ones financially. If anything happens, you want your loved ones to be able to access these funds as soon as possible. By appointing nominee(s), the policy monies can be disbursed much faster without the need to...
by uliasset | Aug 13, 2018 | Portfolio Investment
The government has made an allocation of RM20 million for 359,065 registered e-Kasih members for phase one of the Suri Incentive programme (i-Suri) to be launched in a couple of days; on 15 August 2018. E-Kasih is a database system established at the national level to...
by uliasset | Aug 12, 2018 | Portfolio Investment
What are the differences in a “standalone medical card” versus “Investment-Linked Plan” (as a rider)? A standalone medical coverage only covers medical costs (which is the most important thing). However, medical coverage as part of a rider (i.e. an investment linked...
by uliasset | Aug 12, 2018 | Portfolio Investment
It is increasingly common that parents purchase a medical policy for their newborn baby. Is medical insurance really necessary for a baby or child below 18? If yes, what sort of coverage is required? What else should you be aware of? What is Child Insurance?...
by uliasset | Aug 12, 2018 | Portfolio Investment
EPF Account 1 Members’ Savings Investment Withdrawal (EPF-MIS) Effective 2017 Jan 1 with higher minimum Basic Savings amount (Previous minimum Basic Savings) EPF approved investment funds only Min 3 months from last investment date On funds sold, amount returns to...
by uliasset | Aug 5, 2018 | Portfolio Investment
Why Diversify? Diversification helps to reduce risk by allocating your capital into different investments, industries, markets, and other categories. Diversification helps reduce the risk of a single investment failure wiping you out, and gives you better results in...
by uliasset | Aug 5, 2018 | Portfolio Investment
During our younger years, we create wealth for better living in the present and in the future. Personal financial planning include wealth accumulation, management, preservation, and distribution. Wealth protection, distribution, and preservation can be handled...
by uliasset | Aug 4, 2018 | Portfolio Investment
A will is a legal document that lists down your wishes regarding distribution of your assets, property, and care of minor children (if any). To ensure that your wishes are carried out, a will must be set forth in writing signed by you and your witnesses. It is...
by uliasset | Aug 4, 2018 | Portfolio Investment
What is a REIT? REIT (Real Estate Investment Trust) is a type of security that invests in real estate through property, often on a stock exchange market. REITs usually comprise of commercial properties such as office space or malls which are let out. REITs were first...
by uliasset | Jul 29, 2018 | Portfolio Investment
Practicing healthy financial habits is a big step towards a prosperous future. To help you get started with that, we’ve got 11 practical money tips you’ll find useful: Live Below Your Means The biggest problem for a lot of people is that they spend more than...
