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    ValiantWealth Launch Schedule

    Uploaded by

    DONNA CEPRIANO
    The document outlines a project plan consisting of various tasks related to obtaining an insurance license, developing an insurance distribution platform, recruiting wealth managers, marketing, and administrative functions. It includes start and end dates for each task, estimated duration, priority level, and current status. The tasks are divided into categories such as business development, product review, insurance distribution platform development, recruitment, marketing, and administration.

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    © All Rights Reserved
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    ValiantWealth Launch Schedule

    Uploaded by

    DONNA CEPRIANO
    29 views8 pages
    The document outlines a project plan consisting of various tasks related to obtaining an insurance license, developing an insurance distribution platform, recruiting wealth managers, marketing, and administrative functions. It includes start and end dates for each task, estimated duration, priority level, and current status. The tasks are divided into categories such as business development, product review, insurance distribution platform development, recruitment, marketing, and administration.

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    ValiantWealth-Launch-Schedule

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    The document outlines a project plan consisting of various tasks related to obtaining an insurance license, developing an insurance distribution platform, recruiting wealth managers, marketing, and administrative functions. It includes start and end dates for each task, estimated duration, priority level, and current status. The tasks are divided into categories such as business development, product review, insurance distribution platform development, recruitment, marketing, and administration.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    29 views8 pages

    ValiantWealth Launch Schedule

    Uploaded by

    DONNA CEPRIANO
    The document outlines a project plan consisting of various tasks related to obtaining an insurance license, developing an insurance distribution platform, recruiting wealth managers, marketing, and administrative functions. It includes start and end dates for each task, estimated duration, priority level, and current status. The tasks are divided into categories such as business development, product review, insurance distribution platform development, recruitment, marketing, and administration.

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    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
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    You are on page 1of 8

    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

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