For more info, visit http://www.greatvision.com.my/

1. GREAT VISION
ADVISORY GROUP
Divisional Heads
Disclaimer: This Slide is Strictly for Internal Use Only

2. GREAT VISION ADVISORY GROUP
ONE Stop Financial Services Platform
LIFE
TAKAFUL
GI
EB
MORTGAGE
BUSINESS ADVISORY
Disclaimer: This Slide is Strictly for Internal Use Only
UNIT TRUST
PRS
FAMILY TRUST

3. GREAT VISION
Back End
Support
Distribution
Channel
Product
Innovation
Disclaimer: This Slide is Strictly for Internal Use Only
Marketing
Development
Education
& Training
Finance
Management
IT System
Support
Human
Resource

4. Back End
Support
Sales &
Marketing
Business
Units
Financial
Services
Platform
Disclaimer: This Slide is Strictly for Internal Use Only
GREAT VISION

5. Back End Support
Kelvin Andy Edward
Admin &
Operation
Accounts /
HR / IT
Marketing
Support
Disclaimer: This Slide is Strictly for Internal Use Only

6. Kelvin
Admin & Operation
Admin
Support for
both LIFE &
TAKAFUL
Admin
Support for
Unit Trust
Business
Client
Services
Division
Associates
Support &
Management
Disclaimer: This Slide is Strictly for Internal Use Only

7. Andy
Marketing Support
Product
Innovation
Associate
Tranining
Market
Exploration
Annual
Meeting
Arrangement
Media
Contacts
Disclaimer: This Slide is Strictly for Internal Use Only

8. Edward
Accounts
Division
Accounts, HR & IT
Human
Resource
IT
Support
Disclaimer: This Slide is Strictly for Internal Use Only

9. Back End
Support
Disclaimer: This Slide is Strictly for Internal Use Only
Sales &
Marketing
Business
Units
GREAT VISION
Financial
Services
Platform

10. Life CA
Kelvin
Financial
Services
Operation Services Support
Disclaimer: This Slide is Strictly for Internal Use Only
Personal, Family &
Business Financial
Planning
CA
AIA
Gibraltar

11. Financial
Services
Operation Services Support
Life CA
UT CA
Disclaimer: This Slide is Strictly for Internal Use Only
Funds Solutions
• Hwang
Investment
• Hwang PRS
• AIA PRS
Andy Yap

12. Financial
Services
Operation Services Support
Life CA
UT CA
Takaful CA
SK TAN
Disclaimer: This Slide is Strictly for Internal Use Only
Takaful Insurance
• AIA Takaful
• Bumi Marketing

13. Financial
Services
Operation Services Support
Life CA
UT CA
Takaful CA
Bank Loan
Disclaimer: This Slide is Strictly for Internal Use Only
William
Bank Financial
Products
• MayBank
• MayBank(SME)
• MayBank
(Singapore)
• OCBC
• AIA
Central Ipoh Penang JB
Ben Jack Steven William

14. Financial
Services
Operation Services Support
Life CA
UT CA
Takaful CA
Bank Loan
GI / EB
Disclaimer: This Slide is Strictly for Internal Use Only
GI Providers
• AIA
• QBE
• MSIG
• ETIQA
• Jernih
• Kurnia
• Chartis
• Lonpac
• Tokio
• Multi-P
Alan
Assistant:
Damian
EB Providers
• AIA
• Takaful Malaysia

15. Financial
Services
Operation Services Support
Life CA
UT CA
Takaful CA
Bank Loan
EB Special
Task Force
Disclaimer: This Slide is Strictly for Internal Use Only
EB Worksite
Marketing
• Employee Benefit
• PRS
• Unit Trust
• Mortgage
• Life Insurance
Neo Sammie GI / EB

16. Financial
Services
Operation Services Support
Life CA
UT CA
GI /EB
Biz Advisory
Disclaimer: This Slide is Strictly for Internal Use Only
Takaful CA
Bank Loan
EB Task Force
Business Advisory
• Biz Succession
• Personal & Family Wealth
Planning
• Biz Continuation
• Employee Retention
• Tax Planning
Dato’ Chua Assistant：Darian & Dave

17. Operation Services Support
Private Client Services
• Family Trust
• Charity Trust
• Financial Security
Program
• Asset Protection Trust
• etc
Financial
Services
Life CA
UT CA
GI /EB
PCS / TRUST
Andy
Assistant：
Cheah Teck Wai
Disclaimer: This Slide is Strictly for Internal Use Only
Takaful CA
Bank Loan
EB Task Force
Biz Advisory

18. Financial
Services
Operation Services Support
Disclaimer: This Slide is Strictly for Internal Use Only
Life CA
UT CA
GI /EB
Marketing
Performance Development，
Marketing, Networking &
SME Focus
• SME International
Forum
• Investment Seminar
• Wealth Management
Workshop
• Financial Product
Innovation
Andy
Takaful CA
Bank Loan
EB Task Force
Biz Advisory
PCS / TRUST

19. Financial
Services
Operation Services Support
Life CA
UT CA
Takaful CA
Bank Loan
GI /EB
EB Task Force
Disclaimer: This Slide is Strictly for Internal Use Only
Biz Advisory
PCS / TRUST
GV Excellent Achievers
EAC Activities
• Achievers Recognition
• MDRT
• COT
• TOT
Anthony
Marketing
GV EA

20. Back End
Support
Disclaimer: This Slide is Strictly for Internal Use Only
Sales &
Marketing
Business
Units
GREAT VISION
Financial
Services
Platform

21. Management Team
Total 12 Branches
SETIA ALAM KUALA LUMPUR IPOH KUCHING
MID VALLEY SURIAN PENANG MENTAKAB
PUCHONG JOHOR BAHRU PRAI SEGAMAT
Disclaimer: This Slide is Strictly for Internal Use Only

22. Total 12 Branches
80 Supporting Staff / 30 Group Agency Managers
/ 60 Business Development Managers /
600 Business Associates
Nationwide Network
宏愿理财机构– 全马布局
 Prai

Ipoh
Penang
Klang PJ
 Mentakab
 Mid Valley  Kuching
Surian Puchong
Segamat
 JB
Disclaimer: This Slide is Strictly for Internal Use Only

23. Thank You
Disclaimer: This Slide is Strictly for Internal Use Only