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
statements. Thus, there was no plan or time allocation to audit the 2012 rectified financial statements for submission to the SEC by June 26, 2014. The SEC therefore allowed STHAI to submit the rectified
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
rules, conditions, and procedures for appointment and conduct of fund manager; (9) “Training Institute” means training institutes accepted by the Office; (10) “Unit-linked life insurance policy” means an
procedures for appointment and conduct of fund manager; (9) “Training Institute” means training institutes accepted by the Office; (10) “Unit-linked life insurance policy” means an insurance policy issued by