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FIMM Nationwide Survey on Unit Trust Scheme

Dear Valued Clients,

The Federation of Investment Managers Malaysia (FIMM) and Universiti Putra Malaysia (UPM) are conducting a study on the investment behaviours of Malaysian investors. However, the scope of this study is not limited only to those who invest, but it also covers the reasons behind those who do not invest. This study, entitled, “The Malaysian Savings and Investment Behaviour: Current and Future Trends,” seeks to better understand the behaviours of investors and non-investors so that we can serve the industry and industry participants better. This study will also enable us to improve our efforts in developing the Unit Trust Schemes (UTS) and Private Retirement Schemes (PRS) industry so that the industry can do more for the general public. As such, we would greatly appreciate it if you could spare some time to participate in the survey. All answers provided by you will be kept confidential and will only be used for research purposes.

If you are an INVESTOR in UTS and/or PRS, please click this link to proceed with the survey: https://docs.google.com/forms/viewform

If you have further enquiries, please click this link to know more: https://www.fimm.com.my/events-media/upcoming-events/nationwide-survey-2019/

Your cooperation and support in answering this questionnaire is very much appreciated. Thank you.

MESSAGE FROM THE CEO

Dear valued investors and partners,

As the year draws to a close, we would like to take a moment to thank you for your investment, support and belief in us.

2018 was a challenging year for financial markets. This was driven by global events and developments here in Malaysia. Markets were roiled by changes in government policies. The US–China trade tensions have dampened confidence. In Malaysia, priorities of the new government have forced investors to rethink their views on sectors and companies.

At Apex Investment Services (AISB), we have made significant changes. Some of these changes were relatively recent. However, much remains work-in-progress. Our team will not let-up. We will continuously strive to improve our processes and discipline. We remain steadfast in our goal to perform our best for our investors and partners. With the government embarking on structural reforms, we are hopeful that better days are ahead for Malaysia.

On behalf of our management and staff at AISB, please allow me to take this opportunity to extend our very warmest season’s greetings to you and your family.

SALES AND SERVICE TAX ANNOUNCEMENT

Effective 1 September 2018, the Ministry of Finance has announced that the Sales and Service Tx (“SST”) will replaced the Goods and Services Tax (“GST”). Kindly be advised that provision of management services by any asset and fund managers are classified as non-taxable management services as listed in the Service Tax 2018 Guide on Management Services published by the Royal Malaysian Custom Department on 25 August 2018. As such, we are pleased to advise that Apex Investment Services Berhad will no longer charge GST and also SST effective 1 September 2018. Should you have any queries or further clarification, please feel free to contact your respective Consultants or our Customer Service at 03-2095 9999. Thank you.