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GREAT VISION 
EXCELLENCE ACHIEVER 
宏愿理财 
优秀的成功者
GREAT VISION 
EXCELLENCE ACHIEVER VISION 
优秀成功者的愿景 
 To be the outstanding financial adviser in Great Vision and Financial Industry. 
成为宏愿机构卓越出色的理财规划师 
 To be the Team to make Great Vision to next level of achievement. 
成为将宏愿机构推向另一个高峰的团队 
 To be the Record Breakthrough Platform for all our financial Adviser. 
成为所有理财规划师突破记录的平台
GREAT VISION 
EXCELLENCE ACHIEVER MISSION 
成功优秀者的使命 
 To be the most number of MDRT Corporate Agency 
成为数量最多的MDRT企业机构 
 To be the customer most trusted financial adviser 
成为最受客户信赖的理财规划师 
 To be the role model of our Associates. 
成为商业伙伴们的典范
GREAT VISION 
EXCELLENCE ACHIEVER优秀成功者CORE 
VALUE核心价值 
Commitment承诺 
Breakthrough突破自我 
Strong Determination坚持的决心 
Participation高参与度 
Positive Mind Set正面的思维模式 
Continuous Learning持续学习 
Teamwork团队精神
GREAT VISION 
EXC ACHIEVER REWARDS & 
PRIVILEDGES优秀的成功者奖励与特权 
 Special Recognition on Great Vision Annual Award Presentation. 
宏愿机构年度宴会上特别表彰 
 Special Tailor Made Plague / Trophy. 
独特量身定做的牌匾 
 Limited Edition Name Crafted Mont Blanc Pen. ( Captain Award & Above ) 
独特刻名限量版钢笔 
 Green Lane For NB Underwriting Guideline ( For Captain Award & Above ) 
新生意体检优先与特别安排
 VIP Invitation to all Great Vision Activities and Events. 
以荣誉身份受邀出席宏愿机构所有活动及项目 
 Special Invitation to AIA CEO Bill Lisle’s Villa in Phuket. ( Captain Award and above ) 
特别受邀出席AIA总裁位于普吉岛的别墅 
 SIF and Investor Seminar special ticket for VIP customer. 
给予中小企业国际论坛及投资专题讨论的VIP票务 
 Special Agent Profile created and post on GV Website & CRM. 
特别经纪人档案并发布于宏愿机构网站 
 2nd Half Foreign Trip Extension Trip with FYP 50,000 on 01/06/2014-31/07/2014. ( Max 2 
ticket – FYP 100,000 ). 
下半年海外旅游奖延长三天两夜奖励。FYP50,000 从01/06/2014-31/07/2014。(最多两张- 
FYP 100,000 )
EXCELLENCE ACHIEVER 
COMMITTEE BOARD 
优秀的成功者委员会 
 Advisor : Alex Lim 
 Head : Anthony Tan 
 Secretary : Crystal Lee 
 Committees : SK Tan, William Chuah, Andy Tang, 
Kelvin Ng, Jack Lai, Andy Yap 
 Event Coordinator : Kelly Pang
First Lieutenant Award 
第一个中尉荣誉奖 
 Life Division 
 FYP 300,000 New Business 
 Fund Division 
 RM 5M 
 Mortgage Division 
 RM 20M Acceptance 
 Group Builder For GAM 
 3 Achievers
Captain Award 
领队荣誉奖 
 Life Division 
 FYP 500,000 New Business 
 Fund Division 
 RM 10M 
 Mortgage Division 
 RM 40M Acceptance 
 Group Builder For GAM 
 6 Achievers
Major Award 
少校荣誉奖 
 Life Division 
 FYP 1M New Business 
 Fund Division 
 RM 15M 
 Mortgage Division 
 RM 60M Acceptance 
 Group Builder For GAM 
 10 Achievers
Colonel Award 
上校荣誉奖 
 Life Division 
 FYP 1.5M New Business 
 Fund Division 
 RM 20M 
 Mortgage Division 
 RM 80M Acceptance 
 Group Builder For GAM 
 15 Achievers
General of Army Award 
将军荣誉奖 
 Life Division 
 FYP 3M New Business 
 Fund Division 
 RM 30M 
 Mortgage Division 
 RM 100M Acceptance 
 Group Builder For GAM 
 20 Achievers
Thank You

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GV Excel Club

  • 1. GREAT VISION EXCELLENCE ACHIEVER 宏愿理财 优秀的成功者
  • 2. GREAT VISION EXCELLENCE ACHIEVER VISION 优秀成功者的愿景  To be the outstanding financial adviser in Great Vision and Financial Industry. 成为宏愿机构卓越出色的理财规划师  To be the Team to make Great Vision to next level of achievement. 成为将宏愿机构推向另一个高峰的团队  To be the Record Breakthrough Platform for all our financial Adviser. 成为所有理财规划师突破记录的平台
  • 3. GREAT VISION EXCELLENCE ACHIEVER MISSION 成功优秀者的使命  To be the most number of MDRT Corporate Agency 成为数量最多的MDRT企业机构  To be the customer most trusted financial adviser 成为最受客户信赖的理财规划师  To be the role model of our Associates. 成为商业伙伴们的典范
  • 4. GREAT VISION EXCELLENCE ACHIEVER优秀成功者CORE VALUE核心价值 Commitment承诺 Breakthrough突破自我 Strong Determination坚持的决心 Participation高参与度 Positive Mind Set正面的思维模式 Continuous Learning持续学习 Teamwork团队精神
  • 5. GREAT VISION EXC ACHIEVER REWARDS & PRIVILEDGES优秀的成功者奖励与特权  Special Recognition on Great Vision Annual Award Presentation. 宏愿机构年度宴会上特别表彰  Special Tailor Made Plague / Trophy. 独特量身定做的牌匾  Limited Edition Name Crafted Mont Blanc Pen. ( Captain Award & Above ) 独特刻名限量版钢笔  Green Lane For NB Underwriting Guideline ( For Captain Award & Above ) 新生意体检优先与特别安排
  • 6.  VIP Invitation to all Great Vision Activities and Events. 以荣誉身份受邀出席宏愿机构所有活动及项目  Special Invitation to AIA CEO Bill Lisle’s Villa in Phuket. ( Captain Award and above ) 特别受邀出席AIA总裁位于普吉岛的别墅  SIF and Investor Seminar special ticket for VIP customer. 给予中小企业国际论坛及投资专题讨论的VIP票务  Special Agent Profile created and post on GV Website & CRM. 特别经纪人档案并发布于宏愿机构网站  2nd Half Foreign Trip Extension Trip with FYP 50,000 on 01/06/2014-31/07/2014. ( Max 2 ticket – FYP 100,000 ). 下半年海外旅游奖延长三天两夜奖励。FYP50,000 从01/06/2014-31/07/2014。(最多两张- FYP 100,000 )
  • 7. EXCELLENCE ACHIEVER COMMITTEE BOARD 优秀的成功者委员会  Advisor : Alex Lim  Head : Anthony Tan  Secretary : Crystal Lee  Committees : SK Tan, William Chuah, Andy Tang, Kelvin Ng, Jack Lai, Andy Yap  Event Coordinator : Kelly Pang
  • 8. First Lieutenant Award 第一个中尉荣誉奖  Life Division  FYP 300,000 New Business  Fund Division  RM 5M  Mortgage Division  RM 20M Acceptance  Group Builder For GAM  3 Achievers
  • 9. Captain Award 领队荣誉奖  Life Division  FYP 500,000 New Business  Fund Division  RM 10M  Mortgage Division  RM 40M Acceptance  Group Builder For GAM  6 Achievers
  • 10. Major Award 少校荣誉奖  Life Division  FYP 1M New Business  Fund Division  RM 15M  Mortgage Division  RM 60M Acceptance  Group Builder For GAM  10 Achievers
  • 11. Colonel Award 上校荣誉奖  Life Division  FYP 1.5M New Business  Fund Division  RM 20M  Mortgage Division  RM 80M Acceptance  Group Builder For GAM  15 Achievers
  • 12. General of Army Award 将军荣誉奖  Life Division  FYP 3M New Business  Fund Division  RM 30M  Mortgage Division  RM 100M Acceptance  Group Builder For GAM  20 Achievers