The FIMM Annual Convention (FIMMAC) returns in 2025 with a forward-looking theme — Navigating the Future — where the spotlight shines on the Unit Trust (UT) industry’s journey through change, innovation, and growth. As market dynamics continue to evolve, this year’s convention brings together key voices to address pressing developments, strategic insights, and emerging trends that are reshaping the way we engage with investors and deliver value.

From understanding shifting market outlooks to exploring new regulations, technologies, and investor expectations, FIMMAC 2025 equips Consultants with the knowledge and perspective needed to stay ahead. The programme connects the dots between challenges and opportunities, offering a practical lens on issues such as fees and compliance, the safe sale of products, the power of social media, and the growing role of artificial intelligence in fund management.

It also casts a vital eye on the future of investor needs — particularly in preparing for retirement and managing longevity risks. Whether you’re just starting out or looking to refine your advisory approach, FIMMAC 2025 offers relevant, timely perspectives to help you guide your clients with confidence.

Don’t miss this opportunity to reconnect, reframe, and ready yourself for what’s next in the world of Unit Trusts.

Why Attend ?

Listen and engage with industry experts

Enrich your knowledge by learning from industry leaders

Receive first-hand industry outlook

Refresh your knowledge on the basics of investing

Find out more on how to be a UTS/PRS Consultant

For Consultants to be effective and relevant through upskilling

For Consultants to keep abreast with the latest updates

Learn about UTS/PRS from Distributors

Knowledge sharing sessions with industry experts

Promote awareness on financial literacy

Networking and engagement

Programme

Thursday, 9 October 2025

8:00AM

Arrival & Registration

9:00AM

Opening Address

By Mohd Ridzal Mohd Sheriff, Chairman, FIMM

9:15AM

Keynote Address

By Sharifatul Hanizah Said Ali, Executive Director, Islamic Capital Market, Securities Commission Malaysia

9:30AM

Launch of the Guide for Assessing Investors' Sustainability Preferences for Sustainable and Responsible Investment (SRI) Funds

9:40AM

Session 1

Market Outlook: Insights from Fund Managers and Analysts
Contents Learning Outcome
  • Year-end forecast on global economics, investment and market outlook.
  • Performance review of the Investment Management industry over the last 3 quarters.
  • Understanding YTD developments.
  • Preparation strategies for the new year.
Moderator
Tan Lee Hock, Founding Editor & Publisher, Asia Asset Management

Panellists
Dr Tan Chong Koay, Founder, PHEIM Asset Management Sdn Bhd
Mohd Redza Abdul Rahman, Director of Research, BIMB Securities Sdn Bhd
Datuk Zainal Izlan Zainal Abidin, Member of the Investment Panel, Lembaga Tabung Haji

10:40AM

Coffee Break

11:00AM

Session 2

Transforming Challenges into Opportunities in UT Industry
Contents Learning Outcome
  • Discussion on issues affecting the UT industry (i.e. e-invoicing, SST, fees and charges, regulations)
  • Understanding the issues impacting the UT industry and identifying solutions or mitigation point(s)
Moderator
Jas Bir Kaur, Director, FIMM

Panellists
Datuk Wira Ismitz Matthew De Alwis, Executive Director & CEO, Kenanga Investors Berhad
Ng Chze How, CEO/Managing Director, RHB Asset Management Sdn Bhd
Yap Siok Hoon, CEO, Eastspring Investments Malaysia

12:05PM

Session 3

AI-volution in Fund Management
Contents Learning Outcome
  • Impact/utilisation of AI in the fund management industry (front/middle and back office, client servicing)
  • Benefits and challenges
  • Understand how different jurisdictions are adopting, regulating, and enabling AI within asset and investment management
  • Implications on Consultants and Investors
Moderator
Mohd Ridzal Mohd Sheriff, Chairman, FIMM

Panellists
Muzzaffar Othman, Group Chief Operations Officer, Permodalan Nasional Berhad (PNB)
Datin Sri Azleen Osman Rani, Director, Institute for Capital Market Research Malaysia (ICMR)
Xav Feng, Director, LSEG Lipper Asia Pacific Research

1:05PM

Lunch & Networking

2:00PM

Launch of the FIMM Consultant Benefit Programme

2:10PM

Session 4

Unit Trust: Safe & Sound!
Contents Learning Outcome
  • Highlight pre-sales, sales and post-sales’ controls
  • What went wrong – sharing of sanctions taken, statistics and cases
  • Highlighting FIMM’s role in ensuring investor protection
Moderator
Dato’ Shamsuddin Mohd Mahayidin, Director, FIMM

Panellists
Jawahar Ali Ameer Ali, General Manager, Consumer & Investor Office, Securities Commission Malaysia
Dr Rosliza Mat Yatim, General Manager, Regulatory Services Division, FIMM
Wong Su Kuin, Chief Operating Officer, Financial Markets Ombudsman Service (FMOS)

3:15PM

Session 5

Brave New World: Social Media & Finfluencers
Contents Learning Outcome
  • Role and impact of Finfluencers and Socmed (locally and globally)
  • How they can help the UT Industry
  • Dos and Don’ts relating to messaging from Finfluencers or Socmed
Moderator
Kaleon Leong, CEO, FIMM

Panellists
Mohamad Nor Azizi Mohd Nasir, Assistant General Manager, Law Reform, Securities Commission Malaysia
Datin Chan Ai Mei, Chief Distribution Officer, Financial Intermediary, Digital & PRS, AHAM Asset Management Berhad
Fong Wei Ziet, Financial Educator

4:15PM

Coffee Break

4:35PM

Session 6

Shifting Gears: From Accumulation to Decumulation
Contents Learning Outcome
  • Bridging the retirement gap
  • Addressing longevity risk
  • Identifying availability of UT or PRS products
  • Demographics study
  • Identifying retirement obstacles across professions and the need for tailored strategies.
  • Learn strategies to close retirement gaps.
Moderator
Rejina Rahim, Co-founder & CEO, Wahine Capital Sdn Bhd

Panellists
Karen Tan Yee Mun, Senior Manager, Institutional Sales & Financial Planning, Public Mutual Berhad
Balqais Yusoff, Head of Policy & Strategy Department, Employees Provident Fund (EPF)
Fadzihan Abbas Mohamed Ramlee, CEO, Amanah Saham Nasional Berhad (ASNB)

5:40PM

Closing Remarks

By Kaleon Leong, CEO, FIMM

5:45PM

Games

6:00PM

End of FIMMAC 2025

FIMMAC 2025 SPEAKERS

Click on their pictures below to find out more about them

Sharifatul Hanizah Said Ali

Executive Director
Islamic Capital Market
Securities Commission Malaysia

Mohd Ridzal Mohd Sheriff

Chairman
Federation of Investment Managers Malaysia (FIMM)

Jas Bir Kaur

Director
Federation of Investment Managers Malaysia (FIMM)

Dato' Shamsuddin Mohd Mahayidin

Director
Federation of Investment Managers Malaysia (FIMM)

Muzzaffar Othman

Group Chief Operations Officer Permodalan Nasional Berhad (PNB)

Dr Tan Chong Koay

Founder
PHEIM Asset Management Sdn Bhd, Malaysia

Datuk Wira Ismitz Matthew De Alwis

Executive Director & Chief Executive Officer
Kenanga Investors Berhad

Yap Siok Hoon

Chief Executive Officer
Eastspring Investments Malaysia

Fadzihan Abbas Mohamed Ramlee

Chief Executive Officer
Amanah Saham Nasional Berhad (ASNB)

Kaleon Leong

Chief Executive Officer
Federation of Investment Managers Malaysia (FIMM)

Ng Chze How

Chief Executive Officer / Managing Director
RHB Asset Management Sdn Bhd

Wong Su Kuin

Chief Operating Officer
Financial Markets Ombudsman Service (FMOS)

Datin Chan Ai Mei

Chief Distribution Officer
Financial Intermediary,
Digital & PRS
AHAM Asset Management Berhad

Datuk Zainal Izlan Zainal Abidin

Member of the Investment Panel
Lembaga Tabung Haji

Jawahar Ali Ameer Ali

General Manager
Consumer & Investor Office
Securities Commission Malaysia

Dr Rosliza Mat Yatim

General Manager of Regulatory Services Division
Federation of Investment Managers Malaysia (FIMM)

Mohd Redza Abdul Rahman

Director of Research
BIMB Securities Sdn Bhd

Datin Sri Azleen Osman Rani

Director
Institute for Capital Market Research Malaysia (ICMR)

Mohamad Nor Azizi Mohd Nasir

Assistant General Manager
Law Reform Department
Securities Commission Malaysia

Balqais Yusoff

Head of Policy & Strategy
Department
Employees Provident Fund (EPF)

Karen Tan Yee Mun

Senior Manager
Institutional Sales & Financial Planning
Public Mutual Berhad

Tan Lee Hock

Founding Editor and Publisher 
Asia Asset Management (AAM)

Rejina Rahim

Co-Founder & Chief Executive Officer
Wahine Capital

Xav Feng

Director
LSEG Lipper Asia Pacific Research

Fong Wei Ziet

Financial Educator

Book Your Seats!

Don’t miss your chance to secure your seat at FIMMAC 2025—where together, we’ll be Navigating the Future.

Explore our ticket options!

Limited seats available!

*Eight (8) FIMM CPD points will be awarded to UTS/PRS Consultants for attending FIMMAC 2025

Don’t Miss Our Physical Group Registration Deal!

Register five (5) participants and get the 6th at half price (physical registrations only).

Physical Event

Join us in-person for an immersive experience!

Full-day access to all event sessions + 3 months access to the virtual platform

Exclusive opportunity to engage with industry leaders

Networking opportunities with peers

Complimentary lunch and refreshments included

Earn 8 FIMM CPD Points

HRDC Claimable

Stand a chance to win amazing prizes!

RM350

Virtual Event

Can’t make it in-person?
No worries!

Get full-day + 3 months access to the virtual platform

Choose sessions that fit your agenda

Explore virtual booths and interact with exhibitors virtually

Participate in discussions and polls

Earn 8 FIMM CPD Points

HRDC Claimable

Stand a chance to win amazing prizes!

RM55

The Venue

Address:

Grand Summit Ballroom, Level M1,
The Vertical,
59200 Kuala Lumpur,
Federal Territory of Kuala Lumpur