From in Principle Approval of License

Project Items Task

Business Dev & Partnership Submission of FA license to Lymon
Business Dev & Partnership Resubmission of FA license to MAS
Business Dev & Partnership MAS 1st response within 6-8 weeks
Business Dev & Partnership Reiterations with Lymon for FA license
Business Dev & Partnership Onboarding of Insurance Partner
Business Dev & Partnership Onboarding of iFAST + training
Business Dev & Partnership New Partnership presentation
Product Review PI quotation tool (from insurers)
Product Review Product Comparison
Product Review Product commission review / negotiation
Product Review Product Selection
Product Review Product Training
Product Review API built
Insurance Distribution Platform Insurance Distribution Platform (phase 1)
Insurance Distribution Platform Initial Build + Module Selection
Insurance Distribution Platform Mockup
Insurance Distribution Platform User Training
Insurance Distribution Platform Database and endpoint development (phase 1)
Insurance Distribution Platform Insurance API integration
Insurance Distribution Platform Payment gateway integration
Insurance Distribution Platform UAT and QAT
Insurance Distribution Platform Bugs Fixing
Insurance Distribution Platform Deployment
Insurance Distribution Platform Sprint for 8VI FiN App
Insurance Distribution Platform 8VI Fin App Wireframe
Insurance Distribution Platform 8VI app Development
Recruitment Compensation framework (WM)
Recruitment Wealth Manager - Job posting
Recruitment Interviews & Selections (WM)
Recruitment Onboarding / Training (WM)
Recruitment RNF licensing (WM)
Recruitment Ipad requisition
Recruitment Compliance Officer - Job posting
Marketing 8VI FIN website wireframe / design
Marketing 8VI FIN website mock up
Marketing Creating social media and marketing content
Marketing Public Relations / ATL announcement of 8VI FIN
Marketing 8VI FIN announcement on 8VI website and VI App
Admin Professional Indemnity Insurance (PII)
Admin IFPAS membership
Admin AML Compliance document
Admin World Check account
FA Processes WM Market Conduct - incluing social media guidelines
FA Processes Complaint Handling & Management Process
FA Processes Data Protection Policy
Start Date End Date Task Order # # Days # Working Days Priority
1/14/2022 2/15/2022 1a 32 21 Yes
1/24/2022 2/15/2022 1b 22 15
2/2/2022 3/2/2022 1c 28 20
2/24/2022 4/25/2022 1d 60 42 Yes
6/1/2022 7/2/2022 2a 31 23 Yes
6/1/2022 7/2/2022 2b 31 23
10/5/2021 12/30/2021 3a 86 63 -
5/1/2022 7/31/2022 1a 91 63
5/1/2022 7/31/2022 1b 91 63
5/1/2022 7/31/2022 2a 91 63
5/1/2022 7/31/2022 2b 91 63
5/1/2022 7/31/2022 3a 91 63
5/1/2022 7/31/2022 4a 91 63
1/1/2022 4/28/2022 1a 117 81 Yes
1/2/2022 4/29/2022 1b 117 82
1/3/2022 4/30/2022 1c 117 82
1/4/2022 5/1/2022 1d 117 81
1/5/2022 5/2/2022 2a 117 80
1/6/2022 5/3/2022 2b 117 79
1/7/2022 5/4/2022 2c 117 79
1/8/2022 5/5/2022 2d 117 79
1/9/2022 5/6/2022 2e 117 80
1/10/2022 5/7/2022 2f 117 80
1/11/2022 5/8/2022 3a 117 79
1/12/2022 5/9/2022 3b 117 79
1/13/2022 5/10/2022 3c 117 79
1/8/2022 7/15/2022 1a 188 130 Yes
1/8/2022 7/15/2022 1b 188 130 Yes
1/8/2022 7/15/2022 1c 188 130 Yes
1/8/2022 7/15/2022 2a 188 130
5/8/2022 7/15/2022 2b 68 50
6/8/2022 7/15/2022 3a 37 28
3/8/2022 7/15/2022 4a 129 91
2/1/2022 4/30/2022 1a 88 61
3/1/2022 4/30/2022 2a 60 43
3/15/2022 4/30/2022 3a 46 33
5/1/2022 5/30/2022 3b 29 19
5/2/2022 5/30/2022 4a 28 19
0 0
0
2/1/2022 3/1/2022 1a 28 19
1b 0
2/1/2022 3/1/2022 28 19
1/1/2022 2/1/2022 31 21
12/1/2021 1/15/2022 45 33
Status Comments
On Track resubmittinhg again

On Track
Delayed
Delayed
On Track Completed with Aviva on 1 Dec
Delayed Only when we get IPA
On Track

Behind
Delayed
Delayed
Delayed
Delayed
Delayed
Delayed

On Track
Delayed
Delayed
On Track approval will be done by Chris
On Track posted on jobstreet, careersfuture, linkedin & our company website as of 6 Dec
Delayed

On Track
Delayed
Holidays
1/1/2022 New Year
2/1/2022 CNY
2/2/2022 CNY
4/15/2022 Good Friday
5/2/2022 Labour Day
5/3/2022 Hari Raya Puasa
5/15/2022 Vesak
7/10/2022 Hari Raya Haji
8/9/2022 National Day
### Deepavali
### Christmas