MONTHLY REPORT
JULY 2012
Reporter: Ms. Tran Thy Tho
MONTHLY REPORT – July 2012
AGENDA
Order
Content
Source
1
Investment & Business Result
Accounting, Finance
& Investment
2
Performance of Policy Admin
Policy Admin
3
Main projects of IT
IT
4
Important Notices of
Management
Management
MONTHLY REPORT – July 2012
Finance, Accounting and
Investment Division
Investment Result
Investment Asset Allocation
Portfolio: VND948 billion
Gov. Bond
(66.2%)
USD TD
(6.6%)
Gov. Bonds:
Ave. yield 15%; Duration 4.9y
VND TD
(26.9%)
USD TD:
Ave. rate 1.5%; Tenor: 0.2y
VND TD:
Cash
(0.3%)
Note: As of Jul. 17th.


Ave. rate 12.7%; Tenor: 5.3y
Cash/DD:
Ave. rate 1.5%
Most of our investment income comes from the long
term Government Bonds.
Weighted average yield is around 13.5%. We achieve
10.6 billion VND Investment Income every month.
4
Business Result 2012
140
120
100
80
60
40
20
0
-20
Revenue
Expense
Profit (Loss)
Jan Feb Mar Apr May Jun YTD
Revenue
17.7 16.1 25.3 22.7 23 22.5 127
Expense
20.4 17.5 26.8 22.5 24.6 21.5 133
Profit (Loss) -2.7 -1.4 -1.5 0.2 -1.6
1
-6
Total Asset
Billion
Asset,
Liabilities
Charter
Capital
2008
966 1,017
2009
1,041
2010
2011
Jun12
1,077
1,096
1,106
1,150
1,106
1,100
1,077
1,096
1,050
1,017
1,000
950
966
1,041
MONTHLY REPORT – July 2012
Policy Admin Division
Target
2012
Not-taken ratio in 6th wkm
8.0%
6.2%
4%
6.0%
6.0%
7.4%
4.0%
5.0%
+3.4%
2.0%
0.0%
3rd
Unit
HCM
HN
DN
CT
Dong Nai
HAP
GA BenTre
Not taken ratio (wkm)
4th
3rd
5.5%
4.0%
3.2%
15.7%
3.6%
50.8%
0.0%
6.2%
5th
4th
0.0%
5.4%
9.9%
0.0%
6.4%
20.3%
0.0%
5.0%
6th
5th
12.4%
4.5%
8.5%
7.4%
4.3%
0.0%
0.0%
6.0%
6th
15.0%
7.1%
10.2%
5.0%
4.2%
7.3%
4.6%
7.4%
Not-taken ratio in 6th wkm
6th -2012
Unit
Issue case
Not-taken case
Ratio (%)
Premium
case
Ho Chi Minh
100
817,323,000
Ha Noi Total
163
1,086,552,000
values
case
3
221,208,000
15.0%
11
80,662,000
7.1%
Da Nang Total
48
246,509,000
6
19,576,000
10.2%
Can Tho Total
82
465,308,000
4
23,854,000
5.0%
Dong Nai Total
304
1,895,993,000
12
84,450,000
4.2%
Hai Phong Total
24
107,517,000
2
6,700,000
7.3%
Total GA BenTre
13
35,604,000
1
566,000
4.6%
GRAND TOTAL
734
4,654,806,000
39
437,016,000
7.4%
INCOMPLETE STATISTIC TABLE
06TH WORKING MONTH 2012
Non-UW factor
Area
CS Code
CS full name
100206335Nguyễn Kim K Nga
100265254Đào T. Kim Tuyết
100265263Huỳnh T. Tú Trinh
CAN
CAN
CAN
CAN THO
100030724Vũ T. Kim Hoa
100174301Trương T Quỳnh Đoan
DNG
DNG
DANANG
PO/LA
Related to
Lack of
innformatio
Agent,
answer the
n , TIA
Client's
questions
releated
signature
1
2
1
1
3
2
0
2
2
1
1
100101157Nguyễn Thị Diễm
100128372Phạm T. Minh Nguyệt
100188421Lê T Tuyết Mai
100188430Nguyễn Thị Yến Linh
100362776Đào Thủy Tiên
DNA1
DNAI
DNAI
DNAI
DNAI
DONG NAI
100003361Trần Đỗ Quyên
100130078Chu Ngân Thủy
100151433Nguyễn T Thúy Hà
100227316Vũ Minh Hậu
100313264Lê Điệp Thu Hiền
Blank
100392327
HAN
HAN
HAN
HAN
HAN
HAN
HAN
HA NOI
HAP
HAP
HAP
HAI PHONG
HCM
HCM
HCM
HCM
HCM
HO CHI MINH
Grand Total
100131922Tăng Kim Ngân
100141893Nguyễn Thúy Ngọc
100304032Đỗ Thị Hằng
100026613Nguyễn T. Tiến Nam
100149675Nguyễn T Kiều Thanh
100315446Lưu Thị Tú Trinh
100391973Trần Thơ Thanh
100387291Mai Ngọc Sương
0
Agent's
Report
Related to ID
card
0
0
0
2
2
0
0
1
0
0
1
2
2
1
2
1
1
4
1
1
5
1
3
4
1
1
0
7
0
0
1
0
1
2
3
2
12
5
13
1
1
0
3
0
0
1
10
Received Non UW
case
%
Total
3
1
1
5
0
5
5
0
0
0
1
0
1
0
0
0
6
6
0
2
14
2
2
1
5
1
0
2
5
0
8
38
26
16
43
85
55
55
3
75
68
90
76
312
1
14
44
91
22
172
8
12
4
24
13
9
43
46
16
127
775
11.5%
6.3%
2.3%
5.9%
#DIV/0!
9.1%
9.1%
0.0%
0.0%
0.0%
1.1%
0.0%
0.3%
0.0%
#DIV/0!
0.0%
13.6%
6.6%
#DIV/0!
9.1%
8.1%
25.0%
16.7%
25.0%
20.8%
7.7%
0.0%
4.7%
10.9%
0.0%
6.3%
4.9%
13th-2011
01st-2012
2nd-2012 3rd-2012
4th-2012
Working month
Non UW
6th-2012
5th-2012
3.9%
4.3%
4.7% 4.4% 6.2% 4.9%
4.9%
Non UW
7.0%
6.2%
6.0%
4.7%
5.0%
4.0%
4.3%
4.9%
4.9%
4.4%
3.9%
Non UW
3.0%
2.0%
1.0%
0.0%
13th-2011
01st-2012
2nd-2012
3rd-2012
4th-2012
5th-2012
6th-2012
PREMIUM COLLECTION EFF. ON THAT MONTH – JUN 2012
Receivable
Unit
Actual
Case
Prem.(M)
Case
Prem.(M)
Case
Prem.(M)
Case
Prem.(M)
New
case
eff.
8
33
94
153
1
0.6
52
115
7.15
65.3
57.1
HC
M
492
3,457
872
2,109
104
665
501
1,097
20.2
54.7
38.0
HN
1,655
13,145
848
2,085
90
489
364
883
4.6
42.6
13.6
DN
109
487
215
504
24
89
90
185
20.1
39.3
31.4
CAN
241
1,583
233
422
25
103
116
200
8.5
48.6
22.4
DNA
545
2,960
194
482
82
414
92
243
14.5
48.9
21.3
HAP
394
2,672
80
102
51
219
49
77
10.6
68.4
15.9
Staff
New case
Old case
New case
Old case
Old
case
eff.
Compr
ehensi
ve eff.
Jun, 2012 Premium collection eff. on that month is 21.6%, compare last month is
Tota
3,444 24,337 2,536
5,857
377
1,980
1,264 2,800
9.5
48.8
21.6
lower
3.9%.
Among
HCM
eff.
57.1%
is
highest,
HN
eff.
13.6%
is
lowest.
l
MONTHLY REPORT
July 2012
IT Division
Copyright © Wondershare Software
HR MIS query function-1
• Support BOD and HR can use
multi condition to query the
person who meet the
condition.
• Also support download
function and let HR Dept. can
easy to do analysis.
Copyright © Wondershare Software
HR MIS query function-2
• Provide 10 query condition to
use.
Copyright © Wondershare Software
HR MIS query function-3
• Result-who satisfies the
conditions and can download
it.
Copyright © Wondershare Software
Premium Report-1
• Support Premium Dept. to
create 20 reports.
• Help them reduce the manual
work and increase the
efficiency.
• Save one man power of
Premium Dept.
Copyright © Wondershare Software
Premium Report-2
Copyright © Wondershare Software
IPAD applicable compatibility-1
• Now, our new business
system can support agent to
use IPAD to input the sales
illustration.
• Let agent can sales product
more convenient.
Copyright © Wondershare Software
IPAD applicable compatibility-2
Copyright © Wondershare Software
IPAD applicable compatibility-3
Copyright © Wondershare Software
IPAD applicable compatibility-4
Copyright © Wondershare Software
MONTHLY REPORT - July 2012
Management Division
CHANGES IN THE MEMBER COUNCIL AND
THE CONTROLER OF OUR COMPANY
On 12 July 2012, our member council has hold a
meeting of the Member Council to approve the
changes and assigned relevant depts. arranging
documents to submit to MOF.
Please see detail:
I. CHANGING OF THE LEGAL REPRESENTATIVE
Before changing:
Mr. Liao Chih Chiang
After changing:
Mr. Lee Hsun Yu – General Director
will be the Legal Representative
after getting the approval from MoF.
II. APPOINTING NEW CONTROLLER OF THE COMPANY
Mr. Wu Chun Hung
III. CHANGING OF THE MEMBERS OF THE MEMBER COUNCIL
Before changing:
1. Mr. Liao Chih Chiang
2. Mr. Lin Jin Shu
3. Mr. Lai Chi Min
After changing:
1. Mr. Liao Chih Chiang
2. Mr. Tsai Han Chang
3. Mr. Lee Hsun Yu
PS. Mr. Tsai Han Chang will be new Vice Chairman
to replace for Mr. Lin Jin Shu
ADJUSTMENT OF LOMA POLICY
Old policy
Participants
All employees are
encouraged to take LOMA
examination.
New policy
Participants
All employees are encouraged to take LOMA
examination.
For employees with level from Senior
Specialist above, trainer and BDO, achieving
LOMA 280 and 290 is one of criteria to be
considered for the promotion.
For those department managers who have
not achieved LOMA 280 and 290, the deadline
for LOMA 280 and 290 is June 2013. Without
achieving these 2 courses will affect the salary
increase as well as promotion.
ADJUSTMENT OF LOMA POLICY
Old policy
Fee deposit
 30% of enrollment fee
New policy
Fee deposit
 Employee seniority under 01 year: Deposit
30% of enrollment fee
 Employee seniority from 01 year above: No
fee deposit
ADJUSTMENT OF LOMA POLICY
Old policy
Examination fee
reimbursement
In case of failure: 100% of
enrollment fee
New policy
Examination fee reimbursement
In case of failure:
For first time failure of each course:
If the score from 50 to 70: No enrollment
fee deduction.
If the score under 50: 100% enrollment fee
will be deducted.
For the second failure of each course: 100%
of enrollment fee will be deducted.
Employee who cancels the examination:
100% of enrollment fee will be deducted.
ADJUSTMENT OF LOMA POLICY
Old policy
Award
Bonus: VND300,000/credit
Full course of program:
Certificate with 10 credits
(FLMI Course) =
VND300,000 for consecutive
12 months.
New policy
Award
Bonus: VND300,000/course
02 courses (Loma 280 and Loma 290):
VND500,000 per 3 months in 01 year ~ total
award: VND2,000,000
5 courses: VND300,000 per 3 months in 01
year ~ total award: VND1,200,000
Full FLMI program (FLMI diploma):
VND300,000 in 12 successive months ~ total
award: VND3,600,000
The above award can be adjusted based on
the business requirement of our company
ADJUSTMENT OF LOMA POLICY
Old policy
New policy
Compulsory service time: 6
months
Deposit will be refunded
after 6 months
If a staff member tenders
his/her resignation during 6
months after the
examination is administered:
All enrollment and award
will be deducted in full
amount.
Compulsory service time: 9 months
Deposit (if any) will be refunded after 9
months
If a staff member tenders his/her resignation
during 9 months after the examination is
administered: All enrollment fee and award
will be deducted in full amount.
Using internal lines to
call to other buildings
 Communicating with other buildings via phone, please use the
internal lines.
 However, calling to Ladeco, HaiPhong, DongKhoi, NguyenAiQuoc,
HaPhan and HungLoi or from there calling to other buildings,
please use saving code 178 (Viettel).
 Every month, IT Div. will help GA Dept. extract report of
employees’ call records.
 For any cases that not follow this instruction without proper
reasons will be informed to Dept.Manager/Div.Director to remind
for the first time. From the second time onwards, your violation
will be recorded for year-end performance appraisal.
Using internal lines to
call to other buildings
 How to use internal lines :
TO
N'orch
(HCM)
BTX
(HN)
TWC
(HCM)
681
682
--
684
685
622
6221899
6221895
6221897
N'orch (HCM)
--
682
683
684
685
622
6221899
6221895
6221897
BTX (HN)
681
--
683
684
685
622
6221899
6221895
6221897
DaNang (DNG)
681
682
683
--
685
622
6221899
6221895
6221897
HanhPhuc (CT)
681
682
683
684
--
622
6221899
6221895
6221897
Taiwan HQ
925
929
929
929
929
--
--
--
--
FROM
TWC (HCM)
DaNang HanhPhuc
Cathay Life Cathay Ins. Cathay Ins.
Taiwan HQ
(DNG)
(CT)
China
VN
China
 Example 1:
 Calling to N’orch from The World Center, dial 681 + Extension number
 Calling to Cathay Non-Life from TWC, dial 6221895 + Extension number
Using internal lines to
call to other buildings
 Use saving code “178” to call to/from HaiPhong, Nguyen Ai Quoc,
Dong Khoi & Hung Loi:
178 + Country code (if any) + Province code + Phone number
 Example 2:
 Calling to NguyenAiQuoc from BuiThiXuan, dial 178-061-6293558
 Calling to HaiPhong from HungLoi, dial 178-031-6255160
 Download List of Extension & Internal lines: as below link
 B2E /Hanh chanh nhan su/Danh muc dien thoai/Tai danh muc dien
thoai/<Email and phone list>
 B2E /Hanh chanh nhan su/Danh muc dien thoai/Tai danh muc dien thoai/<How
to call to other buildings>