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

9:30AM

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.

10:30AM

Coffee break

10:50AM

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)

11:55PM

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

12:55PM

Lunch & Networking

2:00PM

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

3:10PM

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

4:10PM

Coffee break

4:30PM

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.

5:30PM

Games

5:50PM

Closing remarks

By Kaleon Leong, Chief Executive Officer, FIMM

6:00 PM

End of FIMMAC 2025

   Registration Fees

Physical: RM350
Early Bird: RM315
Virtual: RM55

Early Bird promotion ends 12 September 2025.

FIMMAC 2025 SPEAKERS

Click on their pictures below to find out more about them

Mohd Ridzal Mohd Sheriff

Chairman, Federation of Investment
Managers Malaysia (FIMM)

Kaleon Leong

Chief Executive Officer,
Federation of Investment Managers Malaysia (FIMM)

The Venue

Address:

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