SOS Disclaimer

Disclaimer

The suitability of the financial strategy and the appropriateness of the investments used, tax planning services, estate planning services, accountants and other professional services to meet the financial needs with conjunction with the strategy vary depending on the individuals facts and circumstances.

The information presented is based on the interpretation of the laws and regulations to date and it is no substitute to the tax advisors, estate planning advisors and other professionals that you may have engaged.  Materials used in the report is based on reliable sources and no representation is made on its accuracy and completeness.  The information and ideas must be discussed in detail with the individual advisor prior to implementation.

Cover page

Comprehensive financial plan
for
Mr Lim
as at

Presented by ABC Sdn Bhd
(licensed by Securities Commission of Malaysia)

Content

1.0  Executive summary
2.0  Personal Data
3.0  Planning Assumptions
4.0 Existing Financial Situation
      4.1  Cash Flow Statement
      4.2  Net Worth Statement
      4.3  Financial Ratio Analysis
      4.4  Tax Analysis
      4.5  Investments
      4.6  Risk Management
      4.7  Estate Planning
      4.8  Debt Restructuring (if any)

5.0  Financial Goals
6.0  Recommendations and Actions Plan
7.0  Disclaimer
8.0  Appendix