CHARISMA LEGACY DAMANSARA 2 简介

CIMB-Principal holds a Capital Markets Services License for fund management and dealing in securities restricted to unit trust under the Capital Markets and Services Act 2007 and specialises in managing and operating unit trusts for investors, both institutional and retail. CIMB-Principal’s responsibilities include managing investment portfolios by providing fund management services to insurance companies, pension funds, unit trust companies, corporations and government institutions in Malaysia. In addition, CIMB-Principal is an approved private retirement scheme provider in Malaysia. It originally commenced its operations as a unit trust company in November 1995. As at LPD, CIMB-Principal has more than 21 years of experience in the unit trust industry. As at LPD, the shareholders of the company are CIMB Group Sdn. Bhd. (“CIMB Group”) (60%) and Principal International (Asia) Limited (“PIA”) (40%). 

CIMB Group is held in majority by CIMB Group Holdings Berhad. It is a fully integrated investment bank. It offers the full range of services in the debt markets, the equity markets and corporate advisory. Member companies of CIMB Group also provide services in lending, private banking, private equity, Islamic capital markets as well as research capability in economics, equity and debt markets.

PIA is a private company incorporated in Hong Kong and its principal activity is the provision of consultancy services to other Principal Financial Group (“PFG”) group of companies. PIA is a subsidiary of the PFG, which was established in 1879 and is a diversified global financial services group servicing more than 15 million customers.

As at LPD, CIMB-Principal was responsible for managing more than RM52.38 billion on behalf of individuals and corporations in Malaysia.

As at LPD, CIMB-Principal managed 53 conventional unit trust funds (including unit trust funds, wholesale funds and 2 exchange-traded funds), 23 Shariah-compliant unit trust funds and 10 private retirement funds.

The primary responsibilities of CIMB-Principal as the manager of the funds include:

 

* Latest Practicable Date (“LPD”) i.e. 31 January 2018, in which all information provided herein, shall remain current and relevant as at such date.