Pre-Assessment

This is to test the understanding of the participants before the class

Business Structures in Malaysia

1. An introduction to sole proprietorship, general partnership, limited liability partnership and types of limited companies in Malaysia
2. Identify the suitable business structures and ownership for business continuity

Business Continuity Problems

1. When the exit of a business owner is not planned or unexpected due to death, disappearance, total permanent disability, mental incapacity and comatose, what are the problems faced by heirs and the remaining business owners.
2. When the exit of a business owner is due to retirement, what would be issues involved for the heirs and remaining business owners.

Suitable Business Continuity Plans for Family-Owned Business

This session explains the following:

1. the usage of family business succession trust and family business foundation, the structures and the differences between them
2. the required shareholding for such a succession plan, the value of the business, the readiness and leadership transfer to the successor, and inclusiveness of family members into the business
3. Case study
4. Advantages and disadvantages of a family business succession trust and family business foundation

Suitable Business Continuity Plans for Non-Family Owned Business

This session explains the following:

1. the usage of will and a buy-sell arrangement
2. the structure and components of a buy-sell arrangement
3. the matters to be agreed upon by the business owners – determination of business value, funding for the buy-out, who would be the intended purchaser and whether to use a buy-sell agreement or cross option agreement
4. the purpose of the power of attorney and trust in the buy-sell arrangement
5. Case study
6. Advantages and disadvantages of a buy-sell arrangement

Post-Assessment

This is to test the understanding of the participants after the class

The current level of the training programme “Financial Planning – wealth management”

End of Class

Azhar Iskandar Hew, LL.B, AEPP, STEP, AFP

Azhar Iskandar Hew is the Group CEO of Rockwills International Berhad and is a Director in Rockwills Advisory Services Sdn Bhd. He was previously the CEO of Rockwills Trustee Berhad. He is trained as a lawyer and holds a law degree from the University of London. He has more than 25 years of experience in the estate planning industry as a practitioner and guest speaker in Malaysia, Singapore and Hong Kong.

Azhar is well known in the estate planning industry due to his wealth of experience in the industry. He is currently the Vice Chairman of the Malaysian Chapter of the Society of Trust and Estate Practitioners (STEP), an internationally recognized estate planning association. He is also a Committee Member of the Association of Trust Companies, Malaysia (ATCM). Over the years, he has written many articles on estate planning for financial planning magazines in Malaysia and was interviewed numerous times by BFM radio on estate planning matters.

Azhar continues to advise clients and families in their estate plan, succession planning and business continuation to ensure that it will be carried out effectively and fulfil the intentions of the clients and their families.

1. Registration is on a first-come-first-served basis, limited seats available.

2. Participants need to sit in for both sessions in order to accumulate the points.

3. Confirmation is subject to payment before the workshop.

4. The program, speaker, date, etc is subject to change without prior notice.

1. How long will each digital programme take?

Each digital programme is the equivalent of a day’s training for approximately 8 hours. With the lunch break in between, the digital programme will usually take place for 6 hours.

2. Can I attend only half sessions of the training?

Yes, you may. However, you will not be granted full points from respective parties.

3. Which forms of payment can I use?

We accept payment by Online Bank Transfer.

4. Who should I contact if there is any transactional issue or problem purchasing any product / service?

Kindly contact our customer careline @ 013-3438829 or email to cpe.mwgroup@gmail.com for further assistance.