additional client information; - The provision of services relating to investment analysis and consultancy so as to specify the plan for investment allocation for clients by distributing investments in
to certain types of personnel; for instance, wealth advisor who gives advice on asset allocation and selects suitable securities for individual client, investment analyst, and fund manager, in
provide convenient, accessible channels for members seeking investment advice; 3) To provide investment advice on basic asset allocation; 4) To provide a standard fact sheet for fund committees to use as a
funds), excluding equity funds. The amendments aim to ensure proper unit allocation and prevent any undue benefit by any particular individual. For example, the revisions require any person or group of
issuance and allocation would be more market-driven, and REIT would be allowed to invest in real estate overseas and partially take part in the development of the property as well as apply for more loans
needs and getting to know various financial products. Also, information to share with the visitors includes how to plan asset allocation with risk diversification; properly select securities companies
obligations thereunder. Unless a party is able to offset its position before the settlement date, the seller of futures is obliged to make and the buyer is obliged to take delivery of the underlying asset of
by means of exchanging in-kind for delivery; (3) being short selling of ETF units by means of purchasing such securities from foreign exchange for delivery; Short selling under sub clause (2) or (3) of
for delivering; (2) being short selling by means of exchanging in-kind for delivery; (3) being short selling of ETF units by means of purchasing such securities from foreign exchange for delivery; Short