Prepared For / 为以下客户准备

1 · Important Notice to Client

The information requested in this form is necessary to enable a recommendation to be made on a reasonable basis and will be used for that purpose. The Financial Services Act 2013 requires that recommendations made to clients are consistent with the person's financial needs and objectives and have a reasonable basis. The advisor must therefore rely on the information supplied and will assume such to be current and accurate.

As your advisor, it is important for me to fully understand your current financial situation, objectives, and future plans in order to provide recommendations that are accurate and suitable. Please complete only the sections that are relevant to you. If you are unsure about a particular item, you may indicate this with a comment.

Rest assured that all information shared will be treated with the strictest confidentiality and will only be used for the purpose of preparing your financial recommendations. Visit www.mwmc.com.my for our Privacy Policy.

2 · Authority for Limited Information / Limited Advice 有限顾问权限

I acknowledge that I have not provided complete details of my financial situation and understand that this may result in the advice given being limited in scope. I specifically request that your advice be restricted to the following areas only:

3 · Client Declaration & Privacy Consent 客户声明及隐私同意

I declare that the information provided in this data collection form is true, complete, and accurately represents my current circumstances and needs. I consent to this information being used for the preparation of financial advice. I acknowledge that failure to disclose relevant information may result in advice that is unsuitable for my situation.

I also acknowledge and consent to the collection, storage, and use of my personal information in accordance with the Personal Data Protection Act 2010 (PDPA Malaysia).

4 · Advisor Declaration 顾问声明

I have discussed with the client(s) the importance of obtaining personal and financial details in order to provide recommendations that are appropriate to their needs and circumstances. I declare that the information provided to me is confidential and will only be used for the purpose of fact finding in the process of recommending. I have taken reasonable steps to ensure that the advice is suitable for the Client, having regard to the facts disclosed in this Form.