What you asked and the way they are asked may hint that you are probably an enforcement agent (with BNM i supposed or the PDRM?). Or simply from unit trust industry (envy that investors capital is shifting to private placements)

To answer your questions, I am not an investor. I have been approached by some agents and yes, they are certified financial planners (CFP) and also hold CMSRL.

My main point of argument is not about iServe (let the law punish them if found guilty) but on the misconduct of BNM which should be the entity in championing its own Code of Ethics for the financial industry. The public’s trust in the nation’s central bank has been eroding since the 1mdb case and now even more with iServe case.