Document background
The Asset Management Proposal is a crucial document used when an asset management firm seeks to establish a professional relationship with potential clients in Malaysia. It serves as a comprehensive presentation of the firm's capabilities, investment strategies, and service offerings, while ensuring compliance with Malaysian regulatory requirements, particularly those set forth by the Securities Commission Malaysia. The document is typically prepared when responding to formal requests for proposals, approaching new institutional clients, or presenting tailored investment solutions to high-net-worth individuals. It must address specific Malaysian market considerations, including Shariah-compliant options where relevant, and demonstrate adherence to local corporate governance standards and investment guidelines. The proposal typically precedes the formal investment management agreement and helps establish the foundation for the ongoing asset management relationship.
