SCAMMER ALERT: If there are unscrupulous parties misusing the Name & Logo of YES Financial Berhad to offer investment scheme promising high returns, with the intention to defraud, we wish to clarify that, YES Financial Berhad is a Licensed Financial Planning & Financial Advisory Firm, and we DO NOT offer any guaranteed investment packages. We also DO NOT collect investment monies from clients directly. We only deal with licensed and legitimate investment products.
A personal financial health check, often referred to as a financial checkup or financial assessment, is a critical process that involves evaluating your financial situation, goals, and strategies.
Wealth beyond three generations? Leaving wealth behind for your next generation is a blessing or a disaster? How to ensure your asset, cash and business being properly managed according to your wish after your demise?
Asset will be frozen after our demise. Debt had to be cleared. Are you concern about your wealth distribution to your next of kin after demise? Who will be your executor, children's guardian, beneficiaries and trustees of your wealth?
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The information and descriptions about your insurance information contained herein are not intended to be complete descriptions of all terms, exclusions and conditions applicable to your insurance policies issued by the respective insurance companies, which you have purchased your insurance policies; and it is provided solely for general informational purposes. You have to refer to the actual insurance policy contract(s) for the exact terms, exclusions and conditions of the policy. Insurance products are obligations of the insurance companies. They are not deposits or other obligations of, or guaranteed or insured by YES Financial Berhad. Accordingly, the information should be read and construed in the light of, and subject to, all terms and conditions contained in the Insurance Policy.
Investments in the unit trusts, investment linked policies and/or any approved and regulated investment vehicles are not deposits or other obligations of, or guaranteed or insured by YES Financial Berhad, or any other fund house or fund manager or their affiliates referred to in this Site and are subject to investment risks, including the possible loss of the principal amount invested. Past performance is not the indicator of future performance. The value of the investment portfolio and the income from them may fall as well as rise. All applications for unit trusts, investment linked policies and/or approved and regulated investment vehicles must be made on the application form accompanying the prospectus. Investors should read the prospectus for details.
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