Value Proposition
Licensed and Authorised
SFP is licensed by the Securities Commission of Malaysia and holds a Capital Market Services Licence in respect of the regulated activity of Financial Planning and Dealing in Securities, restricted to Unit Trust under the Capital Market and Services Act 2007. SFP also holds a Corporate Unit Trust Adviser Licence issued by the FMUTM. SFP is also licensed by Bank Negara Malaysia under the Insurance Act 1996 to conduct the business of a Financial Adviser (Financial Planning in relation to Insurance Products).
Non Tied Agents
Advisers from SFP are qualified to provide clients with advice and access to a suite of multiple product providers.
Professionalism
SFP prides itself on the high standard of our adviser's professionalism. SFP offer advisers within our network with regular training and tools to ensure they are at the forefront of the dynamic Malaysian financial planning industry.
One Stop Financial Services
With services ranging across the specialties of financial planning, cash flow management, investment planning, education planning, retirement planning, risk insurance planning, estate planning and tax planning, SFP recognises the need for end-to-end service.