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Quote of the Day
Quoted investment that is a dud If you are clinging to a quoted investment that has gone bad in the hope that someday somehow the investment would become good, don't. It's a fallacy to think that if the investment has not been sold, there is no loss. The truth is, for a quoted investment, a loss is a loss, whether realised or not, and holding on to a bad investment in the hope that it will turn good deprives you of the chance to get out earlier and reinvest the cash into something better.
Source: < anon >

Associate Subscription

This subscription page enables you to subscribe to WealthBox as an Associate to help your clients in their financial planning. Start today to provide your clientele one-stop assistance whenever they need one!

Sign up for the Associate Account and enjoy the following benefits:

Ability to help your clients build their financial plans, singly or jointly with the spouse.

Flexibility to decide which user account to continue and renew from year to year.

Online access to client data or plans at any time.

Unlimited user account updates.

Smart features e.g. Associate Console, Customer/Prospect Management and Account Management help you manage your clients' needs.

Educational features and tips on financial planning

Compelling and informative wealth reports.

Confidentiality with personal ID and password protection.

Separate access available for your clients to their accounts, for updates, analysis and reports.

Available Associate Packages:

Package	Account	Year	Assoc. Fee/ Year/Account(RM)	Assoc. Fee (RM)	Package Expiry
Assoc. Retail	10	1	68.80	688.00	2 year/s, 0 month/s
Assoc. Renewal	10	1	68.80	688.00	2 year/s, 0 month/s

Costs as low as RM5.73 per month to secure your client's financial future! Sign-up now!

Payment Method

1. Cash/Cheque

Please send us your cash/cheque to our headquarters or branches as in Contact Us page.
For cheque payment, please issue to:
Pay To : Rockwills Wealth Planner Sdn. Bhd.

2. Credit Card

By providing credit card information as per the columns provided, you shall authorize RWP to charge the subscription or renewal fees manually.

3. Direct Bank In

Please bank in your subscription or renewal fees to the following account :
Pay To: Rockwills Wealth Planner Sdn. Bhd.
A/C No : 514235 802586
Bank Name: Malayan Banking Berhad

4. Telegraphic Transfer

Telegraphic Transfer payment via Malaysian bank shall attract additional RM50.00 as the service commission. For foreign telegraphic transfer, please consult your bank for the charges.

The payment shall be made to the following bank account :
Pay To : Rockwills Wealth Planner Sdn. Bhd. (Swift Code: MBBEMYKLXXX)
A/C No : 514235 802586
Name : Malayan Banking Berhad
Address : 103-107, Jalan Mega Mendung, Bandar Park, Jalan Kelang Lama, 58000 Kuala Lumpur.

* Kindly fax the Bank In Slip or TT Receipt to RWP at +60.3. 7781 9119 for your account activation.