ASSIGNMENT NO. 2
Preparing a Business Plan
After very careful consideration, you have decided to set up your own fund management
company in Malaysia. Your company’s only product will be an open-end retail unit trust fund that
will invest only in Bursa-listed stocks.
You are required to write a detailed business plan which must cover at least the topics listed
below. Additional topics can be included as appropriate.
1.
Executive Summary
2.
Product/Service
3.
Industry and Target Market
4.
Competitive Analysis
5.
Regulatory Requirements
6.
Human Capital Requirements
7.
Financial Requirements
8.
Operations Plan
9.
Marketing and Distribution Strategy
10.
Financial Projections (3-year balance sheet, 3-year income statement, 3-year cash flow,
break even analysis etc.)
Notes
a. Key assumptions underlying and logic governing your projections must be clearly presented.
b. Presentation guidelines:
Font type “Arial” and font size “12”. For headings, font type and size remains as Arial 12 and it
has to be underlined and bolded.
c. Your business plan must be your original work and it must be written in English. You may
include tables, charts and diagrams. There is no limit for the length of your business plan.
d. Assessment of candidates will be based on the thoroughness of their research and analysis
and comprehensiveness of the business plan. All answers are used strictly for the purpose of
assessing the capabilities and knowledge of candidates. The answers provided will be kept
confidential and will not be used for commercial purposes.
e. You are given a maximum of seven （7） days to complete this assignment. It can be
submitted if you have completed it earlier than the maximum 7 days.
Please email your report in a single PDF or Word document to hr.kl@capitaldynamics.biz.