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ALLIANCE BANK PLANS A SERIES OF WEALTH MANAGEMENT TALKS THEMED "A WORLD OF ALLIANCES" FOR ITS VALUED CUSTOMERS
Kuala Lumpur, 15 January 2005 – Alliance Bank organized the bank’s first wealth management talk for its high networth customers today at Holiday Villa, Subang Jaya. The first of its series under “A World Of Alliances” for 2005, the talk focused on tax incentives, estate management tools and hot tips for feng shui from distinguished speakers. The carefully selected topics were based on customer’s feedback from the bank’s previous talks.
To start the ball rolling for the talk, Mr. KP Bose Dasan, a renowned speaker on Tax Planning who has revealed to many top earners in the country the legal and legitimate tax planning opportunities to improve their tax and wealth was the first speaker for the afternoon. The guests were given some important advice on how to capitalize on tax incentives to maximize wealth; a topic is which is most appropriate in view that the annual tax filing is around the corner.
Mr. Robinson Pan, Director of Intergrated Will Services (M) Sdn Bhd gave the guests insights on The Importance of Estate Planning as well as ways to better manage their financial planning given the various estate planning management tools. Pan, who is also the co-founder of Integrated Will Services (M) Sdn Bhd has shared his expertise on estate planning in a host of seminars. Similarly, this topic of discussion has always received tremendous response from guests as many have taken the issue of estate planning as a trivial matter.
Mr. Joey Yap, the final speaker for the afternoon shared some feng shui tips with the guests for a prosperous year ahead. Yap is the founder of the Mastery Academy of Chinese Metaphysics, an organisation devoted to the worldwide teaching of Xuan Kong, Feng Shui, BaZi and Mian Xiang, just to name a few.
Alliance Bank will continue to partner with experts in their respective profession to provide its customers financial and lifestyle updates and knowledge, which will assist them to make better financial decision and learn something new in the process.
About Alliance Bank
Alliance Bank Malaysia Berhad has had more than 4 decades of proud history in contributing to the financial community with its innovative and entrepreneurial spirit to business. Alliance Bank’s new business direction is focused on delivering growth and performance in the housing, infrastructure, plantations and services sectors.
As a full-fledged financial services provider, Alliance Bank continuously strives to provide its customers with excellence and innovation in its services and products. To date Alliance Bank has a wide range of financial products and services to suit the varied lifestyles of its customers. Alliance Bank has over 3,000 employees in 81 branches throughout the country, including Sabah and Sarawak.
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