Circulars

CIRCULARS

For circulars issued before 2024, refer to the following links for:

UTMC / Members, IUTA & CUTA
PRS Providers, IPRA & CPRA
Members

Date Circular Number Recipient Circular Title
04/11/2024 ISRV/Distributors/RY-AS-az/029-24 UTMC, IUTA, CUTA, PRS Provider, IPRA and CPRA Invitation to FIMM’s Regulatory Briefing – 12 November 2024
01/11/2024 IT/ALL/NM-LH/027-24 UTMC, IUTA, CUTA, PRS Provider, IPRA and CPRA (Distributors) Change of IP Address for FIMM Systems
15/10/2024 RD/ALL/RY/SO-af/025-24 UTMC, IUTA, CUTA, PRSP, IPRA and CPRA (Distributors) Year 2025 Renewal and Annual Membership Subscription Fee (ASMF) / Annual Fee
09/10/2024 ID/ALL/HYF-JW-TK-AZ/024-24 UTMC and PRS Provider Review and Update Funds Data Information Exercise 2024
03/10/2024 ID/ALL/HYF-JW-TK-AZ/024-24 UTMC, IUTA, CUTA, PRS Provider, IPRA and CPRA Gazette Orders on Exemption of Unit Trusts from CGT and Income Tax on FSI
26/09/2024 ID/ALL/HYF-TK-AZ/023-24 UTMC, IUTA, CUTA, PRS Provider, IPRA and CPRA Request for Updated Information on Registered Consultants
15/07/2024 ID/UTMC&PRSP/KL-HYF-JW/019-24 UTMC and Provider Engagement of E&Y for Phased Implementation of E-Invoicing
12/06/2024 ID/ALL/HYF-JW-TK/017-24 UTMC, IUTA, CUTA, PRS Provider, IPRA and CPRA Industry Survey for the Development of a Guide on Sustainability Advisory
10/06/2024 RSD/ALL/SM-AB/013-24 UTMC, IUTA, CUTA, PRS Provider, IPRA and CPRA Due Diligence Process on Banker’s Cheques Received for Unit Trust Scheme (UTS) Or Private Retirement Scheme (PRS) Investments
29/05/2024 PDS/ALL/SNZ-AN/014-24 UTMC, IUTA, CUTA, PRS Provider, IPRA and CPRA FIMM Virtual Examination (iFVE) Schedule
(July, August and September 2024)
22/05/2024 PDS/ALL/HYF-SNZ/012-24 UTMC, IUTA, CUTA, PRS Provider, IPRA and CPRA FIMM Virtual Examination
14/05/2024 PID/Members-Distributors/HYF-JW-TK/011-24 Members and Distributors Invitation to Participate as Industry Working Group (IWG) Member for the Development of a Guide on Sustainability Advisory
14/05/2024 HRAD/ALL/SAJ/009-24 UTMC, PRS Provider, IUTA, IPRA, CUTA & CPRA FIMM Unit Trust Internship Programme 2024
13/05/2024 LRA/ALL/SM-AB/010-24 UTMC, IUTA, CUTA, PRS Provider, IPRA & CPRA

Post Implementation Review – FIMM’s Consolidated Rules (Revised on 10 October 2023)

Annexure:
Feedback Form for Post Implementation Review of FIMM’s Consolidated Rules

25/04/2024 R&A/EPF/HYF-LFY-WNB/134-24 UTMC, IUTA and CUTA Mandatory Enforcement of Mobile Phone Numbers for KWSP 9N (AHL) Form
09/04/2024 ID/ALL/HYF-JW/008-24 UTMC, IUTA, CUTA, PRS Provider, IPRA AND CPRA Update on E-Invoicing Matters
08/04/2024 R&A/EPF/HYF-LFY-WNB/009-24 Fund Management Institutions (FMI) Enhancement to the Elektronik Pilihan Pelaburan Ahli (e-PPA) System
30/03/2024 ID/ALL/HYF-JW-TK/015-24 UTMC, IUTA, CUTA, PRS Provider, IPRA AND CPRA LDHN Common Standard Reporting (CRS) Questionnaire 2024
15/03/2024 PDS/CPD/HYF-SNZ/006-24 UTMC, IUTA, CUTA, PRS Provider, IPRA AND CPRA Submission of Continuing Professional Development (CPD) Programme Records
13/03/2024 PDS/TTT/SNZ-KSM/005-24 PRS Provider, IPRA AND CPRA (Distributors) Train-the-Trainer Programme 2024
FIMM Private Retirement Scheme (PRS) Familiarisation Programme
04/03/2024 LRA/ALL/SM-AB/004-24 UTMC, IUTA, CUTA, PRS Provider, IPRA AND CPRA (Distributors) Editorial Amendments to FIMM’s Code of Ethics (4th Edition) Dated 10 October 2023
01/03/2024 PDS/ALL/SNZ-AN/003-24 UTMC, IUTA, CUTA, PRS Provider, IPRA and CPRA FIMM Virtual Examination (iFVE) Schedule
(April, May and June 2024)
14/02/2024 PDS/PRSFP/SNZ-SAR/002-24 PRS Provider, IPRA and CPRA FIMM Private Retirement Scheme (PRS) Familiarisation Programme 2024
18/01/2024 ID/ALL/KL/HYF-JW-TK/001-24 UTMC, IUTA, CUTA, PRS Provider, IPRA and CPRA (Distributors) Exemption of Unit Trusts from Capital Gains Tax and Foreign Sourced Income Tax
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