YESADVISERS

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Sant Cugat del Vallès

https://www.yesadvisers.com

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Información sobre la empresa

Fecha de creación: 12/02/2019

Capital Social: 3.000,00 €

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Compañía sobre ellos mismos

Y E S, the three alphabet letters represent Y-Your, E-Essential, S-Solution which symbolizes the value proposition of financial advisory services offered by YES Financial Sdn Bhd (formerly known as YES Wealth Planners Sdn Bhd) to our valued clients. YES Financial Sdn Bhd (1210109-T) is licensed and regulated by Bank Negara Malaysia (BNM) as (FA) Firm and Islamic Financial Advisers (IFA) Firm. Besides, we also obtain Capital Market Service License (CMSL), Licensing Number eCMSL/A0355 by Securities Commission Malaysia (SC) in three variations. They are Capital Market Service License (CMSL) in Financial Planning, CMSL in Dealing with Securities limited to Unit Trust and CMSL in Dealing with Private Retirement Scheme. In Federation of Investment Managers Malaysia (FIMM), we also obtain our principal licenses as CUTA and CPRA Firm.<br /><br /> We offer independent holistic financial advice on financial planning services across multiple banking institutions, unit trust management companies, asset management firms, fund managers, corporate trustees, offshore financial institutions, multiple life insurance companies, takaful operators and general insurance companies. Thus, we are committed to put our clients? interest first and seek for the best, non-bias, independent and most suitable financial products across multiple providers in the market for our clients to meet their financial objectives. -

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