MWMC WealthCheck Report (v26c)
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MWMC
WealthCheck
Report
财富健康检视报告
Empowering Your Financial Journey
PREPARED FOR · 报告客户
PREPARED DATE · 报告日期
WEALTH PLANNER · 理财顾问
Strictly Private & Confidential www.mwmc.com.my
Coverage · 保障项目
1 Medical Card Protection · 医疗卡保障
病房及膳食限额Room & Board Limit
加护病房Intensive Care Unit (ICU)
医院及手术保障Hospital & Surgical Benefit
自付额Deductible Amount
院后居家看护Post-Home Nursing Care
院后中医/脊椎/言语/职业治疗师Post-TCM, Chiropractor, Speech or Occupational Therapist
门诊癌症/肾脏治疗Outpatient Cancer / Kidney Dialysis
紧急门诊治疗Outpatient Emergency Treatment
门诊治疗Outpatient Treatment
每年总限额Overall Annual Limit
终身总限额Overall Lifetime Limit
意外身亡保障Accidental Death
2 Life Protection · 人寿保障
人寿保障/永久残废保障Death Benefit / Total Permanent Disability
3 Covered Event Protection · 重大疾病保障
多种重大疾病保障Multi Critical Care Benefit
4 Accident Protection · 意外保障
意外身亡/永久残废保障Accidental Death / TPD
5 Additional Protection · 附加保障
政府 — 住院津贴Government — Hospital Income Benefit
住院津贴Hospital Income Benefit
免缴保费利益Crisis Waiver
THE ABOVE ARE FOR ILLUSTRATION PURPOSES ONLY. THE DETAILS PLEASE REFER TO THE POLICY.
💛
Life Sum Assured
寿险保额
Total across all policies
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Medical Annual Limit
医疗每年总限额
Overall annual limit
❤️
Critical Illness
严重疾病保额
Total CI coverage
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Personal Accident
人身意外保额
Total PA coverage

Cost basis
As of report date
%
Since first investment
Avg. yearly growth rate

Will Status · 遗嘱状态
Will Date · 立遗嘱日期
Custody · 保管
Estate Planner · 遗产规划师
Last Review · 最近检视
Document · 文件 Status · 状态 Notes · 备注
Nomination of EPF / KWSP 受益人提名
Insurance Nomination 保险受益人
Trust / Amanah 信托
Lasting Power of Attorney (LPA)

    Next Review Date · 下次检视日期
    Preferred Channel · 联系方式
    Advisor Contact · 顾问联系
    MWMC Wealth Planners
    Financial Planning · Insurance Planning · Investment Planning · Estate Planning
    Johor Bahru | Kuala Lumpur, Malaysia · www.mwmc.com.my
    Wealth Planner