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Consultant Application Kit (PRS)

CONSULTANT APPLICATION KIT (PRS)

Private Retirement Scheme Consultant” or “PRS Consultant” means an individual who is duly registered with the Federation of Investment Managers Mꦓalaysia to market and distribute Private Retirement Scheme.

REGISTRATION OF PRS CONSULTANT

For individual applicant:

The applican♎t is required to submit the following duly completed documents:

NO DOCUMENTS REQUIRED DOWNLOAD
1 Application Form Download
2 Copy of NRIC Download
3 Certified True Copy of Academic Certificate Download
4 Statutory Declaration Download
5 Photo Resolution Download
6 FIMM Consent Form Download

For submission by Distributor:

ౠThe applicant is required t꧟o submit the following duly completed documents:

NO DOCUMENTS REQUIRED DOWNLOAD
1 Cover Letter CL P001
2 List of Candidates
3 Application Form for Registration of Private Retirement Scheme Consultant (“PRS Consultant”) – Computerised Exam ali bet 99:P001 (CPRE)
4 One (1) copy of Identity Card (front and back) or passport

Note: For any changes on the name, please provide the supporting document as a proof of the changes

5 One (1) Malaysia passport-sized colour photograph (name written at the back of the photograph) Sample
6 A duly executed Statutory Declaration SD 001
7 A certified true copy of the relevant certificate and qualification
8 A certified true copy of the relevant Capital Market Services Representative License (“CMSRL”)(if applicable)
9 A certified true copy of the result slip that indicates the candidate has passed Module 1of CFP or IFP or RFP or Shariah RFP (applicable to FIMM Apprenticeship Program for CPRA only)
10 Evidence of document as a proof of memberships with the relevant bodies
11 FIMM Consent Form Download
12 Fees ali bet 99:PRS Fees Table 2

The applicant is required 🙈to submit the f🔴ollowing duly completed documents:

NO DOCUMENTS REQUIRED DOWNLOAD
1 Cover Letter CL P002
2 List of PRS Consultants
3 Application Form for Registration of Private Retirement Scheme Consultant (“PRS Consultant’) P001
4 One (1) copy of Identity Card (front and back) or passport

Note: For any changes on the name, please provide the supporting document as a proof of the changes

5 One (1) Malaysia passport-sized colour photograph (name written at the back of the photograph) Sample
6 A duly executed Statutory Declaration SD 001
7 A certified true copy of the relevant Capital Market Services Representative License (“CMSRL”) (if applicable)
8 A letter of Undertaking for merger exercise (if applicable) CL P003
9 A certified true copy of the result slip that indicates the candidate has passed Module 1of CFP or IFP or RFP or Shariah RFP (applicable to FIMM Apprenticeship Program for CPRA only)
10 Evidence of document as a proof of memberships with the relevant bodies
11 FIMM Consent Form Download
12 Fees PRS Fees Table 2
*Not required to submit to FIMM.

The applicant is required to submit t🔯he following duly completed documents:

NO DOCUMENTS REQUIRED DOWNLOAD
1 Cover Letter CL P004
2 Application Form for Registration of Private Retirement Scheme Consultant (“PRS Consultant’) P001
3 One (1) copy of Identity Card (front and back) or passport

Note: For any changes on the name, please provide the supporting document as a proof of the changes

4 One (1) Malaysia passport-sized colour photograph (name written at the back of the photograph) Sample
5 A duly executed Statutory Declaration SD 001
6 Evidence of approval by the Securities Commission / relevant authority for the appointment of Chief Executive of a PRS Provider, IPRA or CPRA
7 Evidence of document as a proof of memberships with the relevant bodies
8 FIMM Consent Form Download
9 Fees ali bet 99:PRS Fees Table 2

The applicant is required to s꧃ubmit the following duly c🐻ompleted documents:

NO DOCUMENTS REQUIRED DOWNLOAD
1 Cover Letter CL P004
2 Application Form for Registration of Private Retirement Scheme Consultant (“PRS Consultant’) P001
3 One (1) copy of Identity Card (front and back) or passport

Note: For any changes on the name, please provide the supporting document as a proof of the changes

4 One (1) Malaysia passport-sized colour photograph (name written at the back of the photograph) Sample
5 A duly executed Statutory Declaration SD 001
6 Evidence of approval by Securities Commission / relevant authority for the appointment of Director for a PRS Provider, IPRA or CPRA
7 Resume or Curriculum Vitae with details describing the Director’s scope of work and specific job description
8 Evidence of document as a proof of memberships with the relevant bodies
9 FIMM Consent Form Download
10 Fees ali bet 99:PRS Fees Table 2

The app♓licant is required to submit the following duly completed documents:

NO DOCUMENTS REQUIRED DOWNLOAD
1 Cover Letter CL 004
2 Application Form for Registration of Private Retirement Scheme Consultant (“PRS Consultant’) P001
3 One (1) copy of Identity Card (front and back) or passport

Note: For any changes on the name, please provide the supporting document as a proof of the changes

4 One (1) Malaysia passport-sized colour photograph (name written at the back of the photograph) Sample
5 A duly executed Statutory Declaration SD 001
6 A certified true copy of Capital Market Services Representative License (“CMSRL”) for fund management
7 FIMM Consent Form Download
8 Fees PRS Fees Table 2

The applicant is required to submit the following du🌞ly completed documents:

NO DOCUMENTS REQUIRED DOWNLOAD
1 Cover Letter CL P004
2 Application Form for Registration of Private Retirement Scheme Consultant (“PRS Consultant’) P001
3 One (1) copy of Identity Card (front and back) or passport

Note: For any changes on the name, please provide the supporting document as a proof of the changes

4 One (1) Malaysia passport-sized colour photograph (name written at the back of the photograph) Sample
5 A duly executed Statutory Declaration SD 001
6 A certified true copy of the relevant certficate and qualification
7 A certified true copy of the relevant certificate for certified holders of CFP/IFP/RFP/Shariah RFP/ChFC (if applicable)
8 Evidence of result slip that indicates the candidates has passed:
a) Module 1 & 3 of CFP
b) Module 1 & 3 of IFP
c) Module 1, 3 & 6 of RFP
d) Module 1, 3 & 6 of Shariah RFP
CL P004
9 Evidence of document as a proof of memberships with the relevant bodies
10 Certified true copy of the certificate of:
a) Associate of Financial Planner by FPAM (applicable for item 8(a) and 8(b) above)
b) Proficiency in Financial Planning issued by the MFPC (applicable for item 8(c) and 8(d) above)
11 FIMM Consent Form Download
12 Fees PRS Fees Table 2

The applicant is required to ♔submit the following duly completed documents:

NO DOCUMENTS REQUIRED DOWNLOAD
1 Cover Letter CL P007
2 List of ACTIVE PRS Consultants as at 31 December for CPD Fulfillment LIST 001
3 A duly executed Statutory Declaration For Renewal of Registration -on a biennially basis* SD 002
*Not required to submit to FIMM.

Submissio𝓀n of Application for Renewal of Registration of UTS Consultant

NO DOCUMENTS REQUIRED DOWNLOAD
1 Cover Letter CL P005
2 Fees PRS Fees Table 2

The applicant is required to s😼ubmit the following duly completed documents:

NO DOCUMENTS REQUIRED DOWNLOAD
1 Cover Letter CL P006
2 List of PRS Consultants

The applican💮t is required to submit the followin🥃g duly completed documents:

11Feesali bet 99:PRS Fees Table 2

NO DOCUMENTS REQUIRED DOWNLOAD
1 Cover Letter CL P008
2 Email to FIMM at “[email protected] ” the list of candidates for registration as PRS Consultants (the list of candidates must email to FIMM prior to submission of application for registration through the system)
(applicable for insurance agent only)
Template
3 Application Form for Registration of Private Retirement Scheme Consultant (“PRS Consultant”)
(Affix rubber stamp ” Familiarisation Programme”)
P001
4 One (1) copy of Identity Card (front and back) or passport

Note: For any changes on the name, please provide the supporting document as a proof of the changes

5 One (1) Malaysia passport-sized colour photograph (name written at the back of the photograph) Sample
6 A duly executed Statutory Declaration SD 001
7 A certified true copy of the relevant certificate and qualification
8 Certified True Copy of Certificate of Attendance of 1.5 days 2023 PRS Familiarisation Program
9 Certified true copy of Certificate Examination in Investment-Link Insurance (“CEILLI”) OR Takaful Business Examination (TBE)- Part A for Basic Takaful, Medical and Health Takaful and Part C for Family Takaful, Investment Linked Takaful OR Certificate from Malaysian Takaful Association (MTA) – General & Family
(applicable for insurance agent only)
Sample
10 FIMM Consent Form Download
11 Fees PRS Fees Table 2
Updated on 13/04/2023
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