Single Premium Plan Development Department Say Yes To Solid Financial Security MAA Assurance Berhad...

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Single Premium Plan Development Department Say Yes To Solid Financial Security MAA Assurance Berhad (8029-A) MAA MAA Maaster Capital Guaranteed Plan Maaster Capital Guaranteed Plan (Fund 2) (Fund 2) 15/2/06 to 30/4/06 15/2/06 to 30/4/06 You Can Sleep Well At Night You Can Sleep Well At Night

Transcript of Single Premium Plan Development Department Say Yes To Solid Financial Security MAA Assurance Berhad...

Page 1: Single Premium Plan Development Department Say Yes To Solid Financial Security MAA Assurance Berhad (8029-A) MAA Maaster Capital Guaranteed Plan (Fund.

Single Premium Plan Development Department

Say Yes To Solid Financial Security

MAA Assurance Berhad (8029-A)

MAAMAAMaaster Capital Guaranteed PlanMaaster Capital Guaranteed Plan

(Fund 2)(Fund 2)15/2/06 to 30/4/0615/2/06 to 30/4/06

You Can Sleep Well At NightYou Can Sleep Well At Night

Page 2: Single Premium Plan Development Department Say Yes To Solid Financial Security MAA Assurance Berhad (8029-A) MAA Maaster Capital Guaranteed Plan (Fund.

Single Premium Plan Development DepartmentMAA Assurance

Say Yes To Solid Financial Security

The Specialist of InvestmentThe Specialist of InvestmentFREE Lesson

Warren Buffett said...

Rule 1: DO NOT LOSE YOUR CAPITAL

Rule 2: DO NOT FORGET RULE #1

Page 3: Single Premium Plan Development Department Say Yes To Solid Financial Security MAA Assurance Berhad (8029-A) MAA Maaster Capital Guaranteed Plan (Fund.

Single Premium Plan Development DepartmentMAA Assurance

Say Yes To Solid Financial Security

Plan OverviewPlan Overview

5 year investment-linked plan

Free Life Insurance Coverage up to 125% of the investment

It offers investors with an upside potentialwhen the stock market goes up

Withdrawal at anytime.. NO PENALTY!!

Capital Guaranteed at the end of the 5 year period

Page 4: Single Premium Plan Development Department Say Yes To Solid Financial Security MAA Assurance Berhad (8029-A) MAA Maaster Capital Guaranteed Plan (Fund.

Single Premium Plan Development DepartmentMAA Assurance

Say Yes To Solid Financial Security

The Beauty of MCGPThe Beauty of MCGP

1,080,000

1,166,0001,280,000

1,360,0001,400,000

1,460,000

Year54321

Single Premium = RM1,000,000

Capital (RM)

RM1,000,000Capital Guaranteed

(1,000,000)at Maturity

Safety Net

Access to Your Money at Anytime

Free Insurance Coverage

Page 5: Single Premium Plan Development Department Say Yes To Solid Financial Security MAA Assurance Berhad (8029-A) MAA Maaster Capital Guaranteed Plan (Fund.

Single Premium Plan Development DepartmentMAA Assurance

Say Yes To Solid Financial Security

The ConceptThe Concept

100% Capital

Initial

75% Bond

25% Equity

Matured

CAPITAL GUARANTEED

Profit PROFIT

Page 6: Single Premium Plan Development Department Say Yes To Solid Financial Security MAA Assurance Berhad (8029-A) MAA Maaster Capital Guaranteed Plan (Fund.

Single Premium Plan Development DepartmentMAA Assurance

Say Yes To Solid Financial Security

100%

Initial

75% Bond

25% Equity

Matured

100%Capital Guaranteed

25%

Scenario 1 Scenario 1 :: The equity market is The equity market is FLATFLAT for the next 5 years for the next 5 years

25%

Total Return 125%

The ConceptThe Concept

Page 7: Single Premium Plan Development Department Say Yes To Solid Financial Security MAA Assurance Berhad (8029-A) MAA Maaster Capital Guaranteed Plan (Fund.

Single Premium Plan Development DepartmentMAA Assurance

Say Yes To Solid Financial Security

The ConceptThe Concept

100%Capital Guaranteed

37.5%

Scenario 2 Scenario 2 :: Equity increases by 50% after 5 years !Equity increases by 50% after 5 years !

37.5%

Total Return 137.5%

Initial Matured

100%

75% Bond

25% Equity

Page 8: Single Premium Plan Development Department Say Yes To Solid Financial Security MAA Assurance Berhad (8029-A) MAA Maaster Capital Guaranteed Plan (Fund.

Single Premium Plan Development DepartmentMAA Assurance

Say Yes To Solid Financial Security

100%Capital Guaranteed

50%

Scenario 3 Scenario 3 :: Equity increases by 100% after 5 years !Equity increases by 100% after 5 years !

50%

Total Return 150%

Initial Matured

100%

75% Bond

25% Equity

The ConceptThe Concept

Page 9: Single Premium Plan Development Department Say Yes To Solid Financial Security MAA Assurance Berhad (8029-A) MAA Maaster Capital Guaranteed Plan (Fund.

Single Premium Plan Development DepartmentMAA Assurance

Say Yes To Solid Financial Security

The Beauty of MCGPThe Beauty of MCGP

MCGP

4. The market COLLAPSE!! Capital GONE Capital Guaranteed

All OtherInvestment Plan

1. The market is UP Good Profit Good Profit

3. The market is DOWN Loss Less Profit

2. The market is FLAT ZERO Profit 25% Profit

Page 10: Single Premium Plan Development Department Say Yes To Solid Financial Security MAA Assurance Berhad (8029-A) MAA Maaster Capital Guaranteed Plan (Fund.

Single Premium Plan Development DepartmentMAA Assurance

Say Yes To Solid Financial Security

The Beauty of MCGPThe Beauty of MCGP

MCGPAll OtherInvestment Plan

1. Initial Service Fees 6.5% & above 4.0 - 5.0%

2. Management Fees 1.5% 1.0%

3. Partial/Full Withdrawal YES YES

4. Life Insurance NIL 125%

Page 11: Single Premium Plan Development Department Say Yes To Solid Financial Security MAA Assurance Berhad (8029-A) MAA Maaster Capital Guaranteed Plan (Fund.

Single Premium Plan Development DepartmentMAA Assurance

Say Yes To Solid Financial Security

The Beauty of MCGPThe Beauty of MCGP

GOOD RETURN & NO RISK!!GOOD RETURN & NO RISK!!

16.60%16.60%(From Commencement Date)

Investment Return for Period Ending 31 DEC 2005

Name of Fund: Capital Guaranteed 1

Commencement Date: 5 May 2003

(0.583)

Page 12: Single Premium Plan Development Department Say Yes To Solid Financial Security MAA Assurance Berhad (8029-A) MAA Maaster Capital Guaranteed Plan (Fund.

Single Premium Plan Development DepartmentMAA Assurance

Say Yes To Solid Financial Security

Capital Guaranteed Fund (1) – Fund PerformanceMonth Ending Unit Price From Commencement Annual Effective Rate

      From Commencement

5-May-03 0.5000 0.00% 0.00%

30-Jun-03 0.5070 1.40% 4.36%

31-Jul-03 0.5050 1.00% 4.26%

31-Aug-03 0.5030 0.60% 1.87%

30-Sep-03 0.5030 0.60% 1.49%

31-Oct-03 0.5060 1.20% 2.46%

30-Nov-03 0.5090 1.80% 3.70%

31-Dec-03 0.5070 1.40% 2.14%

31-Jan-04 0.5230 4.60% 6.24%

29-Feb-04 0.5470 9.40% 11.63%

31-Mar-04 0.5420 8.40% 9.30%

30-Apr-04 0.5340 6.80% 6.88%

31-May-04 0.5260 5.20% 4.83%

30-Jun-04 0.5250 5.00% 4.31%

31-Jul-04 0.5320 6.40% 5.51%

Page 13: Single Premium Plan Development Department Say Yes To Solid Financial Security MAA Assurance Berhad (8029-A) MAA Maaster Capital Guaranteed Plan (Fund.

Single Premium Plan Development DepartmentMAA Assurance

Say Yes To Solid Financial Security

Capital Guaranteed Fund (1) – Fund Performance

Month Ending Unit Price From Commencement Annual Effective Rate

      From Commencement

30-Sep-04 0.5390 7.80% 6.71%

31-Oct-04 0.5440 8.80% 7.57%

30-Nov-04 0.5580 11.60% 9.96%

31-Dec-04 0.5580 11.60% 6.83%

31-Jan-05 0.5620 12.40% 6.93%

28-Feb-05 0.5610 12.20% 6.52%

31-Mar-05 0.5600 12.00% 6.12%

30-Apr-05 0.5630 12.60% 6.15%

31-May-05 0.5630 12.80% 5.98%

30-Jun-05 0.5670 13.40% 6.01%

31-Jul-05 0.5720 14.40% 6.19%

31-Aug-05 0.5780 15.60% 6.43%

30-Sep-05 0.5790 15.80% 6.28%

31-Oct-05 0.5800 16.00% 6.21%

30-Nov-05 0.5810 16.20% 6.00%

31-Dec-0531-Dec-05 0.58300.5830 16.60%16.60% 5.94%5.94%

Page 14: Single Premium Plan Development Department Say Yes To Solid Financial Security MAA Assurance Berhad (8029-A) MAA Maaster Capital Guaranteed Plan (Fund.

4.80%

15.80%15.60%

14.40%13.40%

12.80%12.60%12.00%

12.20%

11.60%

5.00%

9.20%

8.40%

8.40%

7.00%

5.60%

1.40%

1.60%

1.20%0.60%

0.60%1.00%

1.40%

0.00%

7.00%

7.00%

11.60%

8.80%

12.40%

16.00%

16.20%

16.60%

0.0%

2.0%

4.0%

6.0%

8.0%

10.0%

12.0%

14.0%

16.0%

18.0%

20.0%

May-03

J un-03

J ul-03

Aug-03

Sep-03

Oct-03

Nov-03

Dec-03

J an-04

Feb-04

Mar-04

Apr-04

May-04

J un-04

J ul-04

Aug-04

Sep-04

Oct-04

Nov-04

Dec-04

J an-05

Feb-05

Mar-05

Apr-05

May-05

J un-05

J ul-05

Aug-05

Sep-05

Oct-05

Nov-05

Dec-05

From Commencement

Single Premium Plan Development DepartmentMAA Assurance

Say Yes To Solid Financial Security

The Beauty of MCGPThe Beauty of MCGP

MCGP Fund PerformanceAs at 31 December 2005

Page 15: Single Premium Plan Development Department Say Yes To Solid Financial Security MAA Assurance Berhad (8029-A) MAA Maaster Capital Guaranteed Plan (Fund.

Now, withNow, with Maaster Maaster

Capital Guaranteed Plan Capital Guaranteed Plan

You can sleep well at night ... You can sleep well at night ...

Page 16: Single Premium Plan Development Department Say Yes To Solid Financial Security MAA Assurance Berhad (8029-A) MAA Maaster Capital Guaranteed Plan (Fund.

Single Premium Plan Development DepartmentMAA Assurance

Say Yes To Solid Financial Security

UnderwritingUnderwriting

Minimum : RM 10,000

Maximum : RM 4,000,000 (Subject to Underwriting)

Non-Medical Limit : RM 1,000,000

Applicant : 18 years & above

Insured : 15 days - 60 years old

Page 17: Single Premium Plan Development Department Say Yes To Solid Financial Security MAA Assurance Berhad (8029-A) MAA Maaster Capital Guaranteed Plan (Fund.

Single Premium Plan Development DepartmentMAA Assurance

Say Yes To Solid Financial Security

Special FeaturesSpecial Features

Prices quoted daily in newspaper

Death Benefit = Higher of 125% of Single Premium or Account Value (NAV)

Withdrawal :(i) Surrender all units(ii) Partial withdrawal

- minimum RM 1,000 per withdrawal- maintain an A/C balance of RM 10,000

Page 18: Single Premium Plan Development Department Say Yes To Solid Financial Security MAA Assurance Berhad (8029-A) MAA Maaster Capital Guaranteed Plan (Fund.

Single Premium Plan Development DepartmentMAA Assurance

Say Yes To Solid Financial Security

Partial WithdrawalPartial Withdrawal

Initial Investment : RM100,000Unit Price : RM0.50

Initial Units Invested : RM96,000RM0.50

= 192,000 units

At RM0.60, Partial Withdrawal RM20,000

RM20,000RM0.60

i.e. = 33,333 units

Balance Units : 192,000 - 33,333 = 158,666

New Guaranteed Amount = 158,666192,000

X 100,000

= RM82,639

Page 19: Single Premium Plan Development Department Say Yes To Solid Financial Security MAA Assurance Berhad (8029-A) MAA Maaster Capital Guaranteed Plan (Fund.

Single Premium Plan Development DepartmentMAA Assurance

Say Yes To Solid Financial Security

Fees ChargedFees Charged

Single Premium Service Fees

10,000 - 24,999

25,000 - 49,999

50,000 & above

5.0 %

4.5 %

4.0 %

Management Fee : 1% p.a.

Page 20: Single Premium Plan Development Department Say Yes To Solid Financial Security MAA Assurance Berhad (8029-A) MAA Maaster Capital Guaranteed Plan (Fund.

Gains Without The Pain!!Gains Without The Pain!!

You Take The Gain,You Take The Gain,We Absorb The Losses!!We Absorb The Losses!!

MCGPMCGP

Page 21: Single Premium Plan Development Department Say Yes To Solid Financial Security MAA Assurance Berhad (8029-A) MAA Maaster Capital Guaranteed Plan (Fund.

Single Premium Plan Development DepartmentMAA Assurance

Say Yes To Solid Financial Security

If you need further assistance, please call us 7/24 at:

Mr. Putra Abdullah

03-2146 9199 / 019-373 [email protected]

Thank You!Thank You!