Allianz Life Insurance Malaysia Berhad (104248-X)
Agency Correspondence
Ref. No.: To: Pages: From: Department: Date: Subject:
ACT&PDD-PDD/TL/CHW/ag/13-017 All Agents Page 1 of 2 Product Development Manager & Head of Distribution Development Product Development; Sales & Distribution (Life) th 25 March 2013 1) Revision in Category of Fund, Asset Allocation and Benchmark for Allianz Life Amanah Dana Ikhlas 2) Release of Sales Illustration Desktop Edition (SIDE) version 8.00
Copy To Chief Executive Officer Chief Financial Officer Chief Sales Officer (Sales) Chief Operating Officer (Life) Appointed Actuary DOA/RMs/ADEs Operations Department Heads Sales & Distribution (Life) Dept. Heads
Dear agency members, We are pleased to announce the release of ALIM SIDE Version 8.00 that incorporates the revision in category of fund, asset th allocation and benchmark for Allianz Life Amanah Dana Ikhlas in PowerLink Plan Description which will take effect from 25 March 2013 onwards. Revised: Category of Fund Asset Allocation : : Balanced Fund that invests in Shariah-approved securities The Fund feeds minimum 95% into the Amanah Dana Ikhlas which has the following asset allocation: 1. Equity allocation Maximum 70% of the Fund's NAV in Shariah-compliant securities Minimum 40% of the Fund's NAV in Shariah-compliant securities 2. Fixed Income securities Maximum 70% of the Fund's NAV in Shariah-compliant debt securities Minimum 40% of the Fund's NAV in Shariah-compliant debt securities 3. Shariah-compliant liquid assets Minimum 2% of the Fund's NAV in Shariah-compliant liquid assets
Benchmark
The Fund has maximum 5% in Shariah approved liquid assets. 50% FTSE Bursa Malaysia Emas Shariah Index + 50% 12-months General Investment Account rate
Existing: Category of Fund Asset Allocation : : Balanced Fund that invests in Shariah-compliant securities 1. Min 20% to Max 70% in Shariah compliant equities 2. Min 20% to Max 70% in Shariah compliant debt securities 3. Min 2% in Shariah compliant liquid assets 60% FTSE Bursa Malaysia Emas Shariah Index + 40% 12-months General Investment Account rate
Benchmark
We would like to highlight to you that it is imperative to always use the updated version of the sales illustration, i.e. ALIM SIDE Version 8.00 and submit your proposals together with the new sales illustration quotation. We would appreciate your co-operation to download the new ALIM SIDE Version 8.00 immediately.
Suite 3A-15, Level 15, Block 3A Plaza Sentral, Jalan Stesen Sentral 5 Kuala Lumpur Sentral 50470 Kuala Lumpur Tel : 603-2264 1188 : 603-2264 0688 Fax : 603-2264 1199
CUSTOMER SERVICE CENTER Ground Floor, Block 2A Plaza Sentral, Jalan Stesen Sentral 5 Kuala Lumpur Sentral 50470 Kuala Lumpur Toll-free : 1300-88-1028 Website : www.allianz.com.my
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Allianz Life Insurance Malaysia Berhad (104248-X)
Agency Correspondence
Should you encounter difficulties in installing or using the ALIM SIDE, please refer to the installation manual available at the Agent Portal. If you face further challenges or have an inquiry on the ALIM SIDE, kindly contact Allianz Life Call Centre at 1300-22-4368 or Sales & Distribution (Life) Division. Thank you.
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Regards for Allianz Life Insurance Malaysia Berhad
TOMMY LEE Product Development Manager Product Development
LAURENT HAW Head of Distribution Development Sales & Distribution (Life)
Suite 3A-15, Level 15, Block 3A Plaza Sentral, Jalan Stesen Sentral 5 Kuala Lumpur Sentral 50470 Kuala Lumpur Tel : 603-2264 1188 : 603-2264 0688 Fax : 603-2264 1199
CUSTOMER SERVICE CENTER Ground Floor, Block 2A Plaza Sentral, Jalan Stesen Sentral 5 Kuala Lumpur Sentral 50470 Kuala Lumpur Toll-free : 1300-88-1028 Website : www.allianz.com.my
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