Wealth Management: What should be in my wealth management plan?

Your wealth management institution will normally give you a written plan based on the information provided by you.

Ensure that all facts and figures are accurate and that the strategies and recommendations meet your goals.

The plan should:

• Outline your current financial position and financial goals


• Explain the overall strategy to achieve your goals


• Recommend investments and other strategies to manage your money


• Describe how the investments and strategies recommended will achieve your goals


• Discuss the risks associated with each investment choice


• Disclose all fees and commissions

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Reprinted with permission from BankingInfo (A Consumer Education Programme by Bank Negara Malaysia)

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