Investment Consultant/Investment Planner Regulatory Summary Types and Scope of Duties Qualifications Training Courses Training Courses for Migration (for IC and IP approved before 1 Janurary 2018
switching of classes must be clearly described in the scheme. (3) Seeking a resolution of unitholders in the case of a mutual fund of which investment units are classified: 1) Requesting a resolution on a
follows: Number of hours for attending training courses A CFO and a chief accountant are required to complete the following courses: For a CFO A CFO is required to have attended an orientation course
third to the total units*. An IFF may issue a variety of unit classes (multi-tranche) with different returns. All unit classes must have the same par value and shall not be allocated to any individuals or
be classified into different classes, provided that the rights and benefits of the same investment units class are reasonably equally determined. (Classifying investment units by asset types is
categorized in different classes by types of returns, refunds, fees or expenses. The name of the REIT shall reflect key characteristics of the trusts. REIT units are required to be listed in SET. Offer for