21
Perak Financial Expo 2010 Organised by: FPAM Ipoh Chapter 7 th &8 th August 2010
Perak Financial Expo 2010 Organised by: FPAM Ipoh Chapter 7th & 8th August 2010
Financial Planning Association of Malaysia (Ipoh Chapter)
Table of Content
Introduction --------------------------------------------------------------------- page 3
Objective of PERAK FinEx 2010 -------------------------------------------- page 4
Date & venue ---------------------------------------------------------------- page 4
About PERAK FinEx 2010 ------------------------------------------------------ page 5 - 6
Organizing Committee ------------------------------------------------------ page 6
Sponsorship ------------------------------------------------------------------- page 8 - 9
Appendix ------------------------------------------------------------------------ page 9
Tentative Program ----------------------------------------------------- page 10
Sponsorship form ------------------------------------------------------- page 11
Exhibition booth booking form ------------------------------------ page 12
Floor Plan – Syuen Hotel --------------------------------------------- page 14
Gala dinner invitation letter --------------------------------------- page 15
Gala dinner registration form ------------------------------------- page 16
Gala dinner reply form ---------------------------------------------- page 17
Location Map of Tropicana Grand Ballroom & Banquet- page 18
Floor Plan - Tropicana Grand Ballroom & Banquet ------- page 19
Gala dinner request for advertisement form --------------- page 20
Gala dinner request for advertisement reply form -------- page 21
Page 2 of 21
Financial Planning Association of Malaysia (Ipoh Chapter)
I. Introduction Background of FPAM
The Financial Planning Association of Malaysia (FPAM) is a non-profit organisation with a mission to raise the standards of competency and ethical practice of qualified Financial Planners in Malaysia and to educate the public on the benefits of financial planning. It was formed in December 13, 1999 to promote the CFP certification process and the CFP designation as the highest level of competence in the financial planning profession in Malaysia. The Association is represented by a group of corporate and professional individuals representing the diverse financial services industry such as insurance, unit trusts, banking, legal services, stockbroking, accounting services and assets management.
The primary purpose of FPAM is to educate the Malaysian public in the process and benefits of financial planning and to raise the professionalism in the delivery of financial products through a more comprehensive and holistic approach. Towards this, FPAM endeavors to provide professional education programs for candidates aspiring to be CFP licensees, through qualified, Approved Education Providers.
OBJECTIVES
The objectives of the Association includes :
to establish a professional self-regulatory organisation to benefit the public by fostering professional standards in financial planning
to introduce the concepts of financial planning to practitioners and other related professionals in the financial services industry
to develop practice standards for the profession in Malaysia to establish open dialogues with financial services entities and encourage them to adopt
ethics, education and practice standards for their representatives to develop strategic partnerships with consumer groups to promote the importance of
financial planning to promote and assist academia in establishing a knowledge base for financial planning
in Malaysia to strengthen cooperation with the international Financial Planning Standards Board and
other national affiliates to develop cooperative policies that promote the CFP certification as the globally recognized standard of excellence for financial planners
Page 3 of 21
Financial Planning Association of Malaysia (Ipoh Chapter)
MISSION STATEMENT
To educate the public in the process and benefits of financial planning and to raise the standards of competency and ethical practice of qualified financial planners in Malaysia.
II. Objectives of PERAK FinEx 2010
The objectives of PERAK FinEx 2010 include:
Providing a forum to disseminate and educate the public about financial planning
Providing the investing public with access to the various financial products and services from our Charter Members
Providing an avenue for organizations which are engaged in financial planning to
profile and promote their products and services.
III. Date and venue
The Perak Financial Expo will be held on:
Date: 7th and 8th of August 2010
Venue: Syuen Hotel, Ipoh.
Day 1 and Day 2: Exhibition by various financial institutions and financial planning talk will be delivered by the renowned speakers from the financial sector.
Page 4 of 21
Financial Planning Association of Malaysia (Ipoh Chapter)
IV. About Perak FinEx 2010
PERAK FinEx 2010 will be an exciting and engaging event. PERAK FinEx 2010 is targeting over 10,000 visitors to the two-day exhibition comprising young professionals, business owners, high net worth individuals, upper middle class income families and affluent retirees. The financial planning profession is also expected to show strong attendance.
PERAK FinEx 2010’s programme will comprise an exhibition (approximately 29 booths) by companies involved in personal wealth such as banks, insurance companies, unit trust companies, companies that deal in trusts and wills, security houses, financial planning consultancies and property companies. Running in conjunction with the exhibition will be a series of talks, workshops and mini seminars by well-known speakers on financial planning and related issues. The main related regulatory and statutory bodies are also expected to participate.
The organizer will undertake an extensive promotion and marketing campaign to target the desired audience and will include the traditional print media as well as the electronic media. This will be complemented by carefully targeted drop mails as well as posters and buntings around the town and other appropriate areas.
The targeted audience will be drawn largely from the affluent Perak State, including the major town of Ipoh, Taiping, Sitiawan, Teluk Intan, Cameron Highlands and other small towns.
Platinum and Gold sponsors will have the opportunity to host and participate in the various financial talks/ workshops held during the event to promote their products and services to the public.
Page 5 of 21
Financial Planning Association of Malaysia (Ipoh Chapter)
V. PERAK FinEx Organizing Committee Below is the list of personnel to be responsible for completion of the project,
No Responsibility Name Company & Contact No 1 Organizing
Chairman Brandon Ng Excellenz Team Consultancy
1st floor 52, Persiaran Greenhill, 30450 Ipoh, Perak. Mobile: 016 505 0601 Off : 05 243 8828 Fax: 05 243 8828 Email : [email protected]
2 Secretary Tam Wing Kwong Frisco Management Sdn Bhd 48B, Jalan Che Wan, 30250 Ipoh Perak. Mobile: 019 557 0413 Off : 05 254 6897 Email : [email protected]
3 Treasurer Jacky Chong Hong Leong Asset Management Bhd 7A, Persiaran Greentown 4, Greentown Business Centre, 30450 Ipoh Perak. Mobile: 019 573 0823 Off : 05-2558388 / 2559388 Fax : 05-2558389 Email : [email protected]
4 Publicity & Public Relations
Evonne Chen Standard Financial Planner 1st floor 52, Persiaran Greenhill, 30450 Ipoh, Perak Mobile: 012 526 3879 Off : 05 243 8828 Fax: 05 243 8828 Email : [email protected]
5 Booth Arrangement Oh Teik Oon Standard Financial Planner 127, Raja Kam, Canning Garden 31400 Ipoh Perak. Mobile: 012 517 0878 Email : [email protected]
Page 6 of 21
Financial Planning Association of Malaysia (Ipoh Chapter)
6 Sponsorship Chua Joo Seng Premium Corporation Resources Level 3, Avenue Ten, No 8 & 10, Jalan Raja Ikram, 30450 Ipoh Perak. Mobile: 012 501 6228 Off : 05 254 2818 Fax : 05 254 7818 Email : [email protected]
7 Sponsorship Chai Kok Heong Public Mutual Bhd 39, Persiaran Greentown 4, Greentown Business Centre, 30450 Ipoh Perak. Mobile: 016 550 0211 Off : 05 253 8411/15 Email : [email protected]
8 Programme & Speakers
Cindy Chow Seclink Management Consultants Sdn Bhd No 4 Jln Horley, 30300 Ipoh, Perak. Mobile: 016 330 5510 Off : 05 243 6228 Email : [email protected]
9 Gala Dinner Arrangement
Leong Quee Sing PVDS Consulting Sdn Bhd 12 Jalan Dass, 30300 Ipoh Perak. Mobile: 016 547 0069 Off : 05 249 2333 Email : [email protected]
10 Gift & Souvenir Victor Chan Prudential Assurance (M) Bhd 35 Jalan Seenivasagam, 30450 Ipoh Perak Mobile: 016 422 2118 Off : 05 255 2118 Fax: 05 255 2118 Email : [email protected]
Page 7 of 21
Financial Planning Association of Malaysia (Ipoh Chapter)
VI. Sponsorship There will be 29 booths available at the exhibition hall. The exhibition booths (3m x 3m) are available at only RM3,000.00 each to the Charter Members.
Sponsorship Opportunities
Besides exhibition booths, FPAM is offering sponsorship opportunities at various participation levels for organizations who wish to take their involvement in this two-day Expo to a higher level. There will be only two Platinum Sponsor, four Gold Sponsors
Organized as a highly prominent event with elaborate and extensive promotion including media build-up and possible editorial write-ups in Local newspapers, the sponsorships represent a splendid opportunity to highlight an organization’s association with and standing in the financial industry.
The preliminary details of these sponsorship opportunities are as follows:
Platinum (Main Sponsor) – RM15,000
4 complimentary standard exhibition booths at strategic location
Privilege to host a public talk and choice of topics
Exclusivity of only two Platinum Sponsor
Sponsor’s logo will be featured most prominently in all advertising and promotional materials:
Print advertisements in newspapers & periodicals
Exhibition Brochure/Directory
Main Backdrop at official launch
Buntings, Banners and Posters at strategic location in Ipoh city area and in the vicinity of Syuen Hotel.
3 tickets to FPAM Ipoh Chapter gala dinner “towards financial literacy”
Print advertisements in gala dinner program booklet
Page 8 of 21
Financial Planning Association of Malaysia (Ipoh Chapter)
Gold (Co-Sponsors) – RM8,000
2 complimentary standard exhibition booths
Sponsorship limited to only four privileged organizations
Sponsor’s logo will be featured most prominently in all advertising and promotional materials:
Print advertisements in newspapers & periodicals
Exhibition Brochure/Directory
Main Backdrop at official launch
Buntings, Banners and Posters at strategic location in Ipoh city area and in the vicinity of Syuen Hotel.
2 tickets to FPAM Ipoh Chapter gala dinner “towards financial literacy”
Print advertisements in gala dinner program booklet
Sponsorship generates favourable brand image, higher recall rate and stronger relationships with the target audience. We hope your esteemed organization will seize such distinctive opportunities at PERAK FinEx 2010.
VII. Appendix
Tentative Program Sponsorship Exhibition booth booking form Floor Plan – Syuen Hotel Gala dinner invitation letter Gala dinner registration form Gala dinner reply form Location Map of Tropicana Grand Ballroom & Banquet Floor Plan - Tropicana Grand Ballroom & Banquet Gala dinner request for advertisement form Gala dinner request for advertisement reply form
Page 9 of 21
Financial Planning Association of Malaysia (Ipoh Chapter)
Perak FinEx 2010 Tentative Programme
Date: 7 & 8 August 2010 (Sat & Sun) Venue: Level 1, Syuen Hotel Ipoh Day 1 (Sat) 9.00 am – 11.00 am Launch/ Opening of Financial Expo (speeches by President of FPAM, Guest of Honour, launch gambit & booth visitations)
11.00 am – 11.30 am Press conference and refreshments 11.30 am – 7.00 pm Exhibition hours
Financial Health Check by participating exhibitors Emcee /Announcements
11.00 am – 7.00 pm Free Talks of 45 minutes Day 2 (Sun) 10.00 am – 7.00 pm Exhibition hours
Free Financial Health Check by participating exhibitors Emcee /Announcements
11.00 am – 7.00 pm Free Talks of 45 minutes each * Participating exhibitors will further enhance the carnival atmosphere by:
a) Distributing door gifts b) Offering prizes for contests c) Participating in lucky draws
Note: Actual topics for the Talks will be determined once sponsors and anchor exhibitors are
determined.
Page 10 of 21
Financial Planning Association of Malaysia (Ipoh Chapter)
Perak FinEx 2010 SPONSORSHIP FORM
We, ____________________________________________________ agree to (Name of organization) (please tick)
become the sole and only PLATINUM sponsor of Perak FinEx 2010
become one of the two GOLD sponsors of Perak FinEx 2010 sponsor in other ways for Perak FinEx 2010
(please specify)__________________________________________________________
Exhibition booth(s) take up ____________________(quantity)(RM3,000 per booth)
Other suggestion of participation: __________________________________________________________________ __________________________________________________________________ ________________________________ _____________ Signature Date: Name: Company Stamp: * Please liaise with Brandon Ng ([email protected]) at 05-2438828/ 012-5050601(HP) for any follow up on the above sponsorship.
Page 11 of 21
Financial Planning Association of Malaysia (Ipoh Chapter)
1st floor 52, Persiaran Greenhill,
30450 Ipoh Perak Tel: 05-2438828 Fax: 05-2438828
FINANCIAL PLANNING ASSOCIATION OF MALAYSIA PERAK FinEx 2010
7 – 8 August, 2010 Level 1, Syuen Hotel, Ipoh, Perak
EXHIBITION BOOTH BOOKING FORM Company Name: _________________________________________________________ Address: ________________________________________________________________ ________________________________________________________________
________________________________________________________________ Tel No: _________________________________ Fax No : ______________________ Contact Person:__________________________________________________________ Position:________________________________________________________________ E-mail: __________________________________ Kindly refer to Exhibition Booth Specifications and state your details: Number of booths required: _________________ Rental price: RM3,000 per booth
Payment amount: RM ______________________ Cheque No: ___________________ List of exhibits for display and brief description:
1. _____________________________________________________ 2. _____________________________________________________ 3 ____________________________________________________
Date: ____________ _________________________ Company Stamp & Signature
Page 12 of 21
Financial Planning Association of Malaysia (Ipoh Chapter)
Exhibition Booth Specifications Exhibitor will be provided with the following: - Type
Standard Shell Scheme Booth
Specifications • Space of 3m x 3m x 2.4m(H) • Side & back wall partition with E-system complete with full
height white laminated panel aluminum frame. • 300mm (H) fascia board complete with aluminum frame • 1 set standard cut PVC sticker lettering of
company name (Exclude logo) • 1 unit information counter • 2 units folding chair • 2 units 40W fluorescent light • 1 unit 13amp/230V power point • 1 unit waste paper bin
Rental price • RM3,000.00 per standard booth of 3m x 3m x 2.4m(H) Period of Rental For the duration of Perak FinEx 2010 including set-up. Booth Setup day Friday, 6/8/2010 from 2.00 pm to 10.00 pm Exhibition opening hours
Saturday, 7 August 2010 from 10.00am to 7.00pm Sunday, 8 August 2010 from 10.00am to 7.00pm
Note : -
1. Payment for exhibition booth must be enclosed with the Exhibition Booth Booking Form.
2. Payment is by cheque or bank draft and made payable to FPAM Ipoh Chapter
3. Send form and cheque to: Financial Planning Association of Malaysia Ipoh
Chapter, 1st floor 52 Persiaran Greenhill, 30450 Ipoh, Perak by 7/07/2010.
4. FPAM reserves the right to accept or reject any bookings. 5. For any enquiries and to check for availability of booths, kindly contact:
Brandon Ng ([email protected]) at 012-5050601
Page 13 of 21
Financial Planning Association of Malaysia (Ipoh Chapter)
Page 14 of 21
Financial Planning Association of Malaysia (Ipoh Chapter)
FPAM Ipoh Chapter 1st floor, No. 52, Persiaran Greenhill, 30450 Ipoh Perak 5th May 2010 (To the guests) Dear Sir, Re: Perak Financial Expo 2010
We write to extend our cordial invitation to you and your Organisation to participate in the above Perak Financial Expo 2010.
This event is to promote the awareness of the importance of financial planning with respect to both the investors and the consumers. Through this event, we hope to educate the public in general the means and the purpose of increasing wealth individually and cooperatively as a community. The programs are inclusive of financial literacy talks, exhibitions of financial education program, wealth protection tools and variety of investment assets by the education providers and financial institutions. The program schedule for the events is annexed for your attention.
We are expecting 10,000 visitors from all the districts of Perak, and also from Penang and Kedah to this two-day event. The intended target groups are the university and college students and lecturers, the business entrepreneurs, professionals and investors. This would be a good opportunity to promote your products and services through this events.
We are pleased to inform that we are having the Second Minister of the Finance Department and the Menteri Besar of Perak in officiating this event.
We shall be pleased to have your attention of the above event and would be obliged if you would join us and participate in the event, either take up a booth to promote your organisation or join the Gala Dinner for networking. In conjunction with the Gala Dinner we will be publishing a souvenir magazine to raise fund for charity organisation. We hereby seek the support of your company by inserting advertisement in our souvenir magazine. The magazine will be distributed to all the guests during the night. Please duly complete the Sponsorship Form, Exhibition Booth Booking Form, Request for Advertising form and Gala Dinner registration form and return to us by the date stipulated in the respective forms. You and your fellow members are welcome to visit the Financial Expo and listen to the public talk given by various financial institution. For further information, please contact the undersigned at 05-243 8828.
Thank you. Yours faithfully, _______________ Brandon Ng Organising Chairman
Page 15 of 21
Financial Planning Association of Malaysia (Ipoh Chapter)
1st floor 52, Persiaran Greenhill,
30450 Ipoh Perak Tel: 05-2438828 Fax: 05-2438828
PAM Ipoh Chapter Gala Dinner
8th August, 2010 No 8, Level 6, Coliseum Square, Jalan Raja Dr. Nazrin Shah
GALA DINNER REGISTRAION FORM Theme: Towards Financial Literacy
Details of the Gala Dinner as follows:
Date : 08.08. 2010 (Sunday)
Time : 7.30 pm
Venue : Tropicana Grand Ballroom & Banquet
Contact Person : Brandon Ng Tel: 012-5050 601 Fax : 05-243 8828
Email : [email protected]
Payment : Cash / Cheque Payable to: FPAM Ipoh Chapter
Advertisement Rate: (Please choose one )
Price Units Total Payable
Per Table RM 1,500.00
Per Person
RM 100.00
( Please refer floor plan for table arrangement at pg19)
Page 16 of 21
Financial Planning Association of Malaysia (Ipoh Chapter)
1st floor 52, Persiaran Greenhill,
30450 Ipoh Perak Tel: 05-2438828 Fax: 05-2438828
GALA DINNER REGISTRAION FORM Reply Slip
We are pleased to enclose herewith Cheque no: _______________ for the sum of RM _______________ Payable to “FPAM Ipoh Chapter” being payment for the above event.
Company Name: ____________________________________________
Person in Charge: ___________________________________________
Email: ___________________________________Contact No: ____________________
Fax No: ____________________
Address:
________________________________________________________________________
________________________________________________________________________
The registration MUST reach us latest by Saturday, 7th July, 2010.
______________________ ___________________ Signature/ Company Stamp Received by: Date: Date:
Page 17 of 21
Financial Planning Association of Malaysia (Ipoh Chapter)
Location Map of Tropicana Grand Ballroom & Banquet
Page 18 of 21
Financial Planning Association of Malaysia (Ipoh Chapter)
Page 19 of 21
Financial Planning Association of Malaysia (Ipoh Chapter)
1st floor 52, Persiaran Greenhill,
30450 Ipoh Perak Tel: 05-2438828 Fax: 05-2438828
Perak Financial Expo 2010 Gala Dinner Request for Advertisement
Appeal for Advertisement in the Souvenir Magazine
In conjunction with the event, we will be publishing a souvenir magazine to raise fund for charity organisation. We hereby seek the support of your company by inserting advertisement in our souvenir magazine. Your generosity and kind support will be highly appreciated.
Details of the Gala Dinner as follows: Date : 08.08. 2010 (Sunday) Time : 7.30 pm Venue : Tropicana Grand Ballroom & Banquet Contact Person : Brandon Ng Tel: 012-5050 601 Fax : 05-243 8828 Email : [email protected] Payment : Cash / Cheque Payable to: FPAM Ipoh Chapter
Advertisement Rate: (Please choose one )
Back Page (Colour) RM2,000.00
2 Meal Tickets
Inner Front (Colour) RM1,500.00 2 Meal Tickets
Inner Back (Colour) RM1,500.00 2 Meal Tickets
Inner Full Page
(Colour) RM 600.00
1 Meal Ticket
Inner Full Page
(Black & White) RM 400.00
1 Meal Ticket
19.5 cm
26.5 cm
Size of Advertisement
Page 20 of 21
Financial Planning Association of Malaysia (Ipoh Chapter)
Page 21 of 21
Perak Financial Expo 2010 Gala Dinner Request for Advertisement
Appeal for Advertisement in the Souvenir Magazine
Reply Slip
We are pleased to enclose herewith Cheque no: _______________ for the sum of RM _______________ Payable to “FPAM Ipoh Chapter” being payment for the above advertisement. Company Name: ____________________________________________ Person in
Charge: ______________________
Email: ___________________________________Contact No: ____________________
Fax No: ____________________
Address:
________________________________________________________________________
__________________
*We will/ will not enclose any Advertising Artwork (either in hardcopy/ MS Word/ CDR/ Ai/ JPEG format)* The organizing committee has the right to accept or reject the advertiser’s requests. The decision of organizing committee is final. The advertisement MUST reach us latest by Saturday, 7th July, 2010. ______________________ ________________ Signature/ Company Stamp Received by: Date: Date:
