Programme for Monthly Meeting of the SMS Stocks and
Shares Interest Group, January 2003
===================================================


SMS Tel: 6747-8396


Date:   Friday, 24 January 2003

Time:   1930 - 2130 hours

Venue:  Suntec City Info-Comm Hub
        unit #03-025

Location Map
Q&A on Suntec venue

Fee:	FREE for SMS members ; $10 door fee for non-members



Topic:  Unit Trust, and Personal Financial Analysis


Presenter:  Mr Chris Pan - MBA (Marketing) - UK, and MBA (Financial Management) - Aust.



Synopsis:
<< QUOTE >>
Part 1 - a. Financial Management and Financial Planning,
           b. Option available for Capital accumulation, family protection, disability income protection,
               Keyman or even business insurance.
           c. Type of saving and investment / Unit trust
           d. Investment portfolio theory. asset allocation.
           e. Estate planning (fact)  and will creation
           f. Long term care and Hospitalsation & Surg Plan.

Part 2. - Looking beyond Crisis-  Unit Trust .

Part 3.- Personal Financial Analysis - on personal insurance and Investment portfolios.
           - Demo of actual personal financial analysis.
           - Storing and summaries of all insurance and investment in CD format for safe keeping
             and yearly review of claims, if any.
<< UNQUOTE >>

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