Professional Documents
Culture Documents
Welcome Kit
GENERAL
CEO’S MESSAGE MANAGER’S PAMB EXECUTIVE
MESSAGE COMMITTEE (EXCO)
AGENCY
AGENCY BRANCH
DISTRIBUTION
DISTRIBUTION OFFICE LISTING
TEAM'S CONTACT NO
BRAND USAGE
PRESS CLIPPINGS
GUIDELINES
CEO’S
MESSAGE
Charlie Oropeza
CLU, ChFC, CPCU
Chief Executive Officer
Prudential Assurance
Malaysia Berhad
A very warm welcome and congratulations to you The rewards of this business are many. Knowing
on your decision to be a valued member of the that you have provided peace of mind and financial
Prudential family. security to many families in Malaysia is inspiring. I
think you’ll agree, it’s great to be able to achieve
You are joining an elite team that has a long track your personal dreams and aspirations as you help
record of success. We consistently outperform the others achieve theirs. You’ll also have the
industry in all areas. The Prudential brand is well opportunity to win incentives and awards. You will
recognized and highly respected in Malaysia as well definitely love our overseas conventions, incentive
as across Asia. trips and recognition - it’s the best in the industry!
Our commitment to you is very simple . . . to provide Our core values keep us together as a team . . .
you with an environment that enables you to realize Caring, Collaboration, Delivering Excellence and
your full potential. Your success is Prudential’s Innovation. These are the attitudes and behaviors
success story. that we should demonstrate and practice each and
every day as we relate with customers and everyone
Rest assured, Prudential will always be there to in Prudential.
partner with you as you build and grow your
insurance and financial services business. Our Congratulations once again on making a wise
professional coaching facilities and comprehensive decision to join the Prudential family.
training programs will provide you with the
knowledge, skills and development necessary to Best wishes . . . Together, #1 Forever.
give you a winning edge in the market. We continue
to look for new ways to improve the quality of our Yours truly,
services and endeavor to design innovative products
that meet customers’ changing life stage needs.
Technology is a critical tool in our business.
Prudential is among the first in the industry to use
web-based applications that enable wealth planners
to view customer information and transact business Charlie Oropeza CLU, ChFC, CPCU
with Prudential anywhere, anytime. We make it easy Chief Executive Officer
and convenient for you and your customers. Prudential Assurance Malaysia Berhad
GENERAL MANAGER’S
MESSAGE
Welcome on board! I am very excited and thrilled to Hence, you can expect nothing but the best from us.
have you with us. At Prudential, we are all about This is evident not only in the support that we provide
people. It is this belief and conviction that has kept us you such as the sales tools, training, financial support
going for the last 80 years since Prudential started and state-of-the-art technology, our incentives and
out in Malaysia. It is our people who have taken us to rewards to the agency force are also widely regarded
where we are today. Hence we are determined to as the best in the industry, constantly setting a new
help you build and achieve your success. benchmark for the financial industry.
In keeping with our reputation as the most innovative With Prudential, you can be sure of a vibrant, exciting
insurer, Prudential has constantly provided our and motivating career. Don’t just take my words for
customers with innovative solutions that not only it. Experience it and discover how Prudential has
meet their financial goals but outperform their helped to transform the lives of so many individuals.
expectations as well. With a comprehensive and Join their ranks and make your own dreams a reality
complete range of financial and insurance products with Prudential.
such as life insurance, unit trust, Takaful, general
insurance, group insurance, innovative health and
retirement solutions, each and everyone of you are
geared and prepared towards becoming a full
fledged financial planning experts offering your
Best Regards,
customers, the perfect solutions and plans to cater to
all their financial needs, at different life stages, thus
giving you the upper hand and the edge over the
others in the industry.
When you join Prudential, you can be assured that Lai Leong Pin
you are not only amongst the best but most General Manager, Agency Distribution
importantly, you will be groomed to be the best. Prudential Assurance Malaysia Berhad
PAMB
EXECUTIVE COMMITTEE (EXCO)
Charlie Oropeza
Chief Executive Officer
charlie.oropeza@prudential.com.my
Cecilia Tan
Director of Agency -
Central Region
019-328 0222
cecilia.tan@prudential.com.my
Evon Tan
Director -
Agency Support
019-263 8999
evon.tan@prudential.com.my
Ang Tiam Kit Director ang.tiam.kit@prudential.com.my 019-230 8883 03-2076 3815 03-2070 6713
- HQ Level 9 (main office)
Jo Leong SRDM jo.leong@prudential.com.my 019-221 7782 - -
- HQ Level 9 (main office)
Ken Ong Kean Teik RDM ken.kt.ong@prudential.com.my 019-475 9826 04-217 6508 04-398 0867
- KWSP (main office)
- Seberang Jaya
- Wisma Prudential, Penang
Lai Chong Yee DRDM lai.chong.yee@prudential.com.my 019-458 1128 04-383 7550 04-398 0867
- Seberang Jaya
Sharizad Binti S A Ghouse RDM sharizad.ghouse@prudential.com.my 019-330 1840 04-217 6507 04-229 3351
- Alor Setar (main office)
- Sg. Petani
- Kangar
Brandon Lee Chi Ping DRDM brandon.cp.lee@prudential.com.my 019-212 8909 04-700 8800 04-734 6486
- Alor Setar (main office)
- Kangar
Erny Seow Ching Wei BDE erny.seow@prudential.com.my 019-452 4830 04-217 8803 04-226 1989
- Wisma Prudential, Penang
- KWSP (17th Floor)
Grace Tan Cue Gim BDE grace.cg.tan@prudential.com.my 019-228 8418 04-422 6814 04-422 7200
- Sg Petani
Teh Seng Ghee RDM teh.seng.ghee@prudential.com.my 019-550 9338 05-254 0197 05-253 4818
- Ipoh (main office)
- Sitiawan
- Taiping
- Teluk Intan
Stephanie Chai Lai Foong SBDE stephanie.chai@prudential.com.my 019-260 2031 05-254 0197 05-253 4818
- Ipoh (main office)
- Sitiawan
- Taiping
- Teluk Intan
Ang Tiam Kit Director ang.tiam.kit@prudential.com.my 019-230 8883 03-2076 3815 03-2070 6713
- HQ Level 9 (main office)
Parklas Chua Assistant Director parklas.chua@prudential.com.my 019-669 6911 03-2076 3836 03-2070 6713
- HQ Level 9 (main office)
Ng Yung Kang RDM ng.yung.kang@prudential.com.my 019-717 7765 06-337 3915 06-337 3905
- Melaka (main office)
- Muar
- Segamat
Jimmy Lai Woon Foo SBDE jimmy.lai@prudential.com.my 019-662 7549 06-761 1868 06-761 5989
- Seremban (main office)
- Bahau
Zufirah Binti Kamarudin SBDE zufirah.kamarudin@prudential.com.my 019-668 9294 06-337 3915 06-337 3905
- Melaka (main office)
- Segamat
Cherries Lee Chieu Ling BDE chieu.ling.lee@prudential.com.my 019-663 2065 06-337 3915 06-337 3905
- Melaka (main office)
- Muar
Ting Pek Huat RDM pek.huat.ting@prudential.com.my 019-388 1420 07-334 6687 07-334 9233
- City Plaza, JB (main office)
- Mersing
- Batu Pahat
- Kluang
- Skudai
Kee Wei Hua SBDE wei.hua.kee@prudential.com.my 019-271 2071 07-334 6687 07-334 9233
- City Plaza, JB (main office)
- Mersing
- Skudai
Ellen Wong Hui Shyan BDE hui.shyan.wong@prudential.com.my 019-276 1573 07-775 7700 07-772 8800
- Kluang
Cheng Chee Yong BDE chee.yong.cheng@prudential.com.my 019-778 3931 07-436 7888 07-438 8200
- Batu Pahat
Ang Tiam Kit Director ang.tiam.kit@prudential.com.my 019-230 8883 03-2076 3815 03-2070 6713
- HQ Level 9 (main office)
Rafiqa Shireen Binti Jemaat RDM rafiqa.shireen.jemaat@prudential.com.my 019-272 7122 03-2031 8228 03-2070 6713
- HQ Level 9 (main office)
Stephanie Tan Bee Gim SBDE stephanie.tan@prudential.com.my 019-957 5415 09-748 5550 09-748 5360
- Kota Bahru (main office)
- Kuala Terengganu
Aziatul Hayati Binti Nizar BDE aziatul.hayati@prudential.com.my 019-277 7891 09-515 6949 09-515 6950
- Kuantan (main office)
- Mentakab
Tinah Binti Tay @ Tay Chun Tien BDE tinah.tay@prudential.com.my 019-955 9662 09-355 7485 09-355 8633
- Raub
- Bentong
Yew Chau Khiong Assistant Director yew.chau.khiong@prudential.com.my 019-828 1488 088-238 322 088-231 008
- Kota Kinabalu (main office)
- East Malaysia
Chi Poh Yung RDM poh.yung.chi@prudential.com.my 019-228 8419 082-423 393 082-251 836
- Kuching (main office)
- Sibu
- Bintulu
- Miri
Angie Ng Joon Lian SBDE angie.ng@prudential.com.my 019-886 1922 082-423 393 082-251 836
- Kuching
Chong Siew Lee BDE siew.lee.chong@prudential.com.my 019-915 8855 088-238 322 088-231 008
- Kota Kinabalu (main office)
- Sandakan
- Tawau
Houng Shuk Yen BDE shuk.yen.houng@prudential.com.my 019-817 6653 085-420 837 085-420 749
- Miri
Cecilia Tan Beow Yan Director cecilia.tan@prudential.com.my 019-328 0222 03-7721 6868 03-7960 9377
- Jaya 33 (main office)
Goh Chian Chang (C2) Assistant Director goh.chian.chang@prudential.com.my 019-359 8125 03-7727 1488 03-772 84710
- Damansara Intan (main office)
Wong Yen Siang RDM wong.yen.siang@prudential.com.my 013-361 6104 03-7712 7671 03-7726 1364
- Damansara Intan
- Kajang
Nurul Jannah Bte Zulfadzli SBDE nurul.jannah.zulfadzli@prudential.com.my 019-282 2264 03-7712 7670 03-7726 1364
- Damansara Intan
Wee Joo Han SBDE joo.han.wee@prudential.com.my 019-310 6878 03-7727 1488 03-772 61364
- Damansara Intan
- Menara KH
Ong Hui Ying BDE hui.ying.ong@prudential.com.my 019-655 4847 03-7721 6800 03-7960 9377
- Jaya 33 (Ext 6863)
David Liew Shyue Lii (C1) RDM david.sl.liew@prudential.com.my 019-437 9989 03-7666 3888 03-7660 3160
- Phileo Damansara (main office)
- Klang
- Taipan
- Taman SEA
- Banting
Frederick Wong Chow Cheok DRDM wong.chow.cheok@prudential.com.my 019-328 0081 03-8024 5682 03-8024 5681
- Subang
- Klang
- Banting
- Taman SEA
Muzaimah Binti Mohamad SBDE muzaimah.mohamad@prudential.com.my 019-241 2231 03-7660 7320 03-7660 3160
- Phileo Damansara
Delores Yam Pen Nie BDE delores.pn.yam@prudential.com.my 019-219 2231 03-7880 0100 03-7804 4194
- Taman SEA
Evon Tan Director evon.tan@prudential.com.my 019-263 8999 03-2076 3883 03-2070 6713
- Agency Support Team
(Agency Admin, Contests,
Events & Recruitment)
KUALA LUMPUR
SELANGOR
Get your copy of the latest Branch Office List at www.prudential.com.my > Corporate Website > Contact Us > Prudential Offices
SELANGOR (continue)
KAJANG BRANCH
PIC : JASMINE, LEE SOO PENG
NO: 1, GROUND, 1ST & 2ND FLOOR
JALAN CAHAYA SURIA 1
TAMAN CAHAYA SURIA
SUNGAI CHUA
43000 KAJANG, SELANGOR
TEL : 03-8739 9982
FAX : 03-8739 8680
NEGERI SEMBILAN
MELAKA
MELAKA BRANCH
PIC: JENNIE TEH
NO. 2 & 4, JALAN KESIDANG 3/11
LORONG 1, MELAKA MALL
OFF JALAN TUN PERAK
75300 MELAKA
TEL : 06-337 3915
FAX : 06-337 3905
Get your copy of the latest Branch Office List at www.prudential.com.my > Corporate Website > Contact Us > Prudential Offices
JOHOR
SKUDAI BRANCH
PIC : SERENA NANG BOON WEI
NO: 149, GROUND, 1ST & 2ND FLOOR
JALAN SUTERA TANJUNG 8/2,
TAMAN SUTERA UTAMA
81300 SKUDAI, JOHOR
TEL : 07- 5584 626
FAX : 07- 5584 599
Get your copy of the latest Branch Office List at www.prudential.com.my > Corporate Website > Contact Us > Prudential Offices
PAHANG
TERENGGANU
KELANTAN
KOTA BHARU BRANCH
PIC : TAN SIEW MING
LOT NO. 1432, TAMAN KOPERATIF
JALAN WAKAF MEK ZAINAB
MUKIM PADANG GARONG
15300 KOTA BHARU, KELANTAN
TEL: 09-748 5550
FAX: 09-748 5360
Get your copy of the latest Branch Office List at www.prudential.com.my > Corporate Website > Contact Us > Prudential Offices
PERLIS
KANGAR BRANCH
PIC : AZALIZA BT AZIZAN
NO. 267, 1ST FLOOR
TAMAN PENGKALAN ASSAM
JALAN KANGAR BARU
01000 KANGAR, PERLIS
TEL : 04-977 7941
FAX : 04-977 1380
KEDAH
PULAU PINANG
Get your copy of the latest Branch Office List at www.prudential.com.my > Corporate Website > Contact Us > Prudential Offices
PERAK
Get your copy of the latest Branch Office List at www.prudential.com.my > Corporate Website > Contact Us > Prudential Offices
SARAWAK
SABAH
SANDAKAN BRANCH
PIC : ANNIE YAP YUET FOON
LOT 1 & 2, 1ST FLOOR, BLOCK 20
BANDAR INDAH, MILE 5, NORTH ROAD
90000 SANDAKAN, SABAH
TEL : 089-210 964
FAX : 089-210 967
Get your copy of the latest Branch Office List at www.prudential.com.my > Corporate Website > Contact Us > Prudential Offices
Insurance
• PRUgroup life
Worksite Marketing
• PRUguard my family
Traditional
• PRUterm • PRUvalue plus
• Crisis Cover Plus • PRUlady Standlone
Non-Par Term
• PRUmultiple crisis cover • PRUsenior med
• PRUmortgage
• PRUcash
Par Anticipated endowment • PRUcash premier
• PRUcash double reward
Investment-linked
For the latest life insurance products, visit www.prudential.com.my > Corporate Website > Our Products > Life Insurance
PRODUCT
OVERVIEW
Unit Trust
1 Onshore Funds
2 Offshore Funds
Conventional Islamic
For the latest unit trust products, go to http://www.prudentialfunds.com.my > Our Funds
PRODUCT
OVERVIEW
Takaful
PRUsenior
PRU senior
i med
d PRUretirement growth PRUcash PRUlink assurance plan
PRUmultiple
p crisis cover PRUretirement accumulatorr
PR PRUcash premier PRUmy child
To obtain the life insurance product brochures, go to Point of Sales > Info
You may obtain the hardcopies of unit trust product brochures from any of the Prudential branches
7
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To find out more or enrol in any of the PRUbusiness academy's training and development courses,
go to https://pba.prudential.com.my/LMS or email to pba@prupartner.com.my or call 03 - 7721 6800
PEOPLE
DEVELOPMENT
CAREER DEVELOPMENT
CAREER DEVELOPMENT
Corporation
Premier Agency Leader Corporation
Wealth Planner
Personal Sales
Quality Agent
Important Note:
• Non AFS and AFS agents who have attended and completed PRUsprint and Sales Compliance Exam or PRUessential
within 6 months from their contracted date, are deemed to have completed the 20 hours LIAM requirement.
• Both Non AFS and AFS agents are highly encouraged to attend more Elective programs - E101 PRUhigh Achiever,
E102 PRUinduction and E104 POS (formerly known as E104 PRUway)
Compulsory Requirements:
1) All agents and leaders need to complete RFP Module 1 and Module 2 once in his entire career in life insurance
industry. A grace period of 2 years is given to complete each of the modules.
2) All Year-2 and above agents or leaders are required to comply with the minimum of 30 Continuing Professional
Development (CPD) hours every year.
For more information on training, please refer to Training Handbook from PRUbusiness Academy or
contact PRUbusiness Academy at pba@prupartner.com.my or call 03 - 7721 6800
Point of Sales (Prudential Way) is specially designed for you with the “one sales tool” concept in mind.
By using just one access ID and one password, you will be able to conduct sales and access to a myriad
of up-to-date information, anytime and anywhere at your convenience!
For further enquiries on PRUway, please contact the Service Desk Hotline 1800-88-7838 ext 2233
or email to servicedesk@prupartner.com.my
For further enquiries on PRUway, please contact the Service Desk Hotline 1800-88-7838 ext 2233
or email to servicedesk@prupartner.com.my
New agents get a chance to prove themselves in our Rookie Agents Contest. Step up to the
challenge and win exciting gifts - the bigger the challenge the better the prize!
Eligibility:
All PAMB New Agents contracted in year 2010 only.
For more information and latest updates, visit www.prupartner.com.my > Contest / Event
Excitement and
wonder await you as
Prudential organises
the most
enchanting holiday
trips to reward
agents who
achieve their
target goals.
RECOGNITION AD
Meet some of the people who have made it in the business. Discover what drives
them to achieve their sucesses and how you can too!
For the latest news clippings and press releases, go to www.prudential.com.my > Corporate Website
> About Us > Press Room
PRESS
CLIPPINGS
NEWS CLIPPING
Note: The following article talks about Shamsina A. Bakar’s journey into the insurance industry. Her foray into the
industry began when she took up insurance on a part time basis in 2003. After seeing the success of her peers in the
industry, Shamina was convinced that in surance was the way to go for her and she decided to quit her job of 15 years
to join PruBSN as a full time agent. Within just 2 years after joining the business, she was able to achieve an income
that was double of what she was earning as an account supervisor. Her unflagging persistence and effort have not only
earned her numerous trips to overseas but also the chance to be promoted as Unit Manager recently.
For the latest news clippings and press releases, go to www.prudential.com.my > Corporate Website
> About Us > Press Room
PRESS
CLIPPINGS
NEWS CLIPPING
For the latest news clippings and press releases, go to www.prudential.com.my > Corporate Website
> About Us > Press Room
PRESS
CLIPPINGS
NEWS CLIPPING
Note: The following article features the success story of both our top Prudential Wealth Planner, Lua Kim Chu as well as top
Rookie Wealth Planner for 2009, Siow Mu Long. Barely a year since he joined Prudential in March 2009, Siow Mu Long has
made his mark as Prudential’s Top Rookie Wealth Planner. He quipped that joining the industry has enriched his life where
he was able to meet with customers from different walks of life while trying his very best to help secure their lives and
belongings. On the other hand, Lua who is into her twelfth year with Prudential, felt that the only way to succeed is through
perseverance and professionalism. Since joining, she has had the chance to travel the world where she has consistently
qualified for the MDRT for the past 9 years.
For the latest news clippings and press releases, go to www.prudential.com.my > Corporate Website
> About Us > Press Room
BRAND USAGE
GUIDELINES
The Serpent
signifying strength ancient symbol of wisdom signifying the ability to
of purpose see the world and oneself
as they really are
BRAND USAGE
GUIDELINES
The chart below shows you what guidelines cover the development and printing of different materials.
yes
must adhere to
domain names & agent
website guidelines
yes
yes give sample Follow the chart and contact Brand &
to Brand &
must adhere to logo Communications Communications to ensure you have
for record
usage guidelines the necessary guidelines and approvals.
For any applications not covered here,
please contact Brand & Communications
yes at (603) 2031 8228.
submit Final Artwork
or colour proof
BRAND USAGE
GUIDELINES
• From time to time, Brand & Communications will appoint quality leaders or agents to be interviewed by
the media on specific PR initiatives, highlighting their business and the Prudential brand. Such interviews
will follow a predetermined script by Brand & Communications in agreement with the interviewee.
Our Philosophy
The Prudential brand has been built up over many years and achieved its position of leadership based on its
financial services expertise, its customer centricity and its integrity.
We must ensure that we continue to protect the integrity of the Prudential brand to minimise confusion to
customers / prospects; to build synergy across all Prudential brand reference web sites.
Therefore, the following guidelines must be strictly adhered to in developing all Prudential brand reference web sites.
Domain Names
• Agents, distributors and staff are prohibited to registering any domain names that begin with “PRU” as the
trademarks of “PRUDENTIAL”, “PRU” and other “PRU” derived names are the intellectual properties of
Prudential Group.
• Other than those domain names approved by the Chief Marketing Officer / local Brand & Communications
Manager, in accordance to the established domain name protocol for each market (eg www.prupartner.com.my),
agents, distributors and staff cannot use or own any domain name beginning with “PRU”.
• Agents, distributors and staff should not use domain names when they cease their service contract with
Prudential.
1. Brand
1.1 Agent web sites that include the Prudential Brand or make reference to Prudential in any form must be
approved by the Brand & Communications Department. (Please check with your Agency Manager to find
out who the person-in-charge is)
1.2 Usage of Prudential’s logo must be in accordance to the Corporate Identity Guidelines and the PICA
trademark agreement (a copy of the guidelines and the trademark agreement can be obtained by the
Brand & Communications department)
1.3 To comply with the Prudential regional trademark agreement all agent websites in “Prudential” markets
(i.e. Malaysia, Singapore, Hong Kong, Thailand, Indonesia, Philippines, Vietnam, China, India) need to
include the following disclaimer on their landing page :
“Prudential Assurance Malaysia Berhad is an indirect subsidiary of Prudential plc, a company incorporated
in the United Kingdom. Neither Prudential Assurance Malaysia Berhad nor Prudential plc is affiliated with
Prudential Financial Inc, a company whose principal place of business is in the United States of America.”
BRAND USAGE
GUIDELINES
2. Content
2.1 The home page of the agent web site must clearly include:
• A statement that the agency web site is for information purposes only. It should not be used for selling,
promotions, investment advice or trading.
• A statement that the agent is an agent of Prudential and is wholly responsible for the content contained
in the web site
2.2 All quoted statistics or examples must be obtained from a reliable source. Sources for all data must be
provided on the web site.
2.3 Agency web sites must NOT be used as a forum for public discussion or interaction.
2.4 Contact details of the agent responsible for the web site must clearly include name, mail address, contact
numbers and email.
2.5 Agent web sites must NOT include banner advertising (either free or sponsored) from third parties
3. Products
3.1 Agent web sites must NOT include descriptions or benefit illustrations of Prudential products. Should
mention of a Prudential product be included, there must be a direct link to the products section on the
official Prudential web site. In the absence of a local web site, a link must be included to the products
section of Prudential’s regional web site.
4. Third Parties
4.1 Agent web sites must NOT include reference to other insurance / financial services companies’, their products
or services, and must not include any competitive product comparisons.
4.2 Agent web sites should NOT include links or provide reference to other third parties (related or otherwise),
their products or services
5. Misrepresentation
5.1 All information contained on agent web sites must be accurate and NOT provide misleading information.
5.2 The agent or agency must NOT falsely claim to be an investment advisor
CAUTION:
Local regulators impose severe penalties for persons who provide misleading information or misrepresent
themselves with intention to defraud.
In the event of a breach of the above terms and conditions, Prudential reserves the right to withdraw all
references to Prudential in agency web sites, and to pursue disciplinary actions, if deemed appropriate.
www.prudential.com.my