Organised retirement records on a table

Ipoh, Perak ยท Administrative Support

Retirement Records, Organised and Readable

Anuvia carries out document audits, community information sessions, and annual records maintenance for households managing pension-related paperwork in Perak.

+60 5-241 8607 [email protected] Ipoh, Perak

01 โ€” Services

What Anuvia Handles

Each service is defined by a written scope boundary. Activities outside that boundary are noted in a referral list directing the household to the responsible authority or a qualified adviser.

Document audit session

01

Single Appointment Records Audit

A two-hour session covering one household's retirement-related paperwork. Produces a written audit sheet listing every document held, its issuing body, its date, and storage location.

Activity Status
Document listing and indexingCovered
Replacement office notedCovered
Entitlement interpretationReferred
Form submissionReferred

RM 470

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Community information session

02

Community Information Session Series

Four ninety-minute talks for residents associations, employers, places of worship, or community groups up to forty attendees. Covers document structures, official correspondence vocabulary, and record-keeping across decades.

Activity Status
Speaker attendance + handoutsCovered
Glossary card and organiser summaryCovered
Individual personal adviceReferred
Amount calculationsReferred

RM 1,900

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Annual records maintenance

03

Annual Records Maintenance Programme

A twelve-month administrative programme keeping retirement-related records complete, indexed and readable. Includes initial audit, three review visits, digitisation, secure destruction of duplicates, and a correspondence log.

Activity Status
Audit + three review visitsCovered
Digitisation + handover packCovered
Product selection guidanceReferred
Form submission or representationReferred

RM 4,150 / year

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02 โ€” Why Anuvia

How the Office Operates

Written Scope on Every Engagement

Every service begins with a written scope sheet so the household knows what will be done, what will not, and where each referral leads.

Clear Referral Notes

Questions outside scope are directed by written note to the appropriate authority or type of qualified adviser, not left unanswered.

Consistent Naming and Indexing

Documents follow a structured naming scheme so any family member can locate what is needed without asking for guidance each time.

Group Delivery in Perak

Information sessions are delivered on the organising group's premises within Perak, or by video call for groups outside the immediate area.

Secure Destruction of Superseded Copies

Duplicate and outdated documents are removed from active storage and destroyed securely as part of the Annual Records Maintenance Programme.

Deliverables in Print and Digital Form

Audit sheets, handover packs, and glossary cards are produced in both print and digital formats so households can use whichever is more convenient.

03 โ€” Next Step

Is Your Household's Paperwork Audit-Ready?

Book a Single Appointment Records Audit to find out what is held, what is missing, and which office to contact for each item. The session takes two hours and produces a written sheet the whole family can use.

04 โ€” Common Questions

Frequently Asked Questions

What does Anuvia actually do during an audit appointment?

A staff member works through the household's retirement-related paperwork with you. Every document is listed on an audit sheet: the document name, the body that issued it, the date it was issued, and where it is stored. Documents appearing outside a normal sequence are flagged with a note naming the office that issues replacements. The audit sheet is written so another family member can use it without needing to ask questions.

Will Anuvia tell me what I am entitled to receive from EPF or SOCSO?

No. Entitlement interpretation, amount calculations, and questions about eligibility fall outside the scope of all three services. These matters are directed by written referral note to the relevant authority โ€” EPF, PERKESO, or a licensed financial adviser, depending on the question. Anuvia's role is to ensure that the paperwork supporting such enquiries is correctly held and can be located when needed.

Can Anuvia fill in or submit forms on my behalf?

Form completion and submission are not part of any Anuvia service. If a household needs help completing official forms, the referral note will name the correct authority or licensed intermediary for that task. Anuvia's work ends at the point of organising the documents that those forms may require.

How long does the Annual Records Maintenance Programme last?

The programme runs for twelve months from the date of the initial audit appointment. It includes three scheduled review visits, digitisation of documents to a written naming scheme, secure destruction of superseded duplicates, and a maintained correspondence log. At the end of the programme year, a handover pack is prepared for the family member nominated by the household.

Where are the community information sessions held?

Sessions are delivered on the organising group's own premises within Perak, or by video call for groups that prefer a remote format. The series consists of four ninety-minute talks for groups of up to forty attendees. Printed handouts, a glossary card, and a written summary for the organiser are included.

What documents should I bring to the audit appointment?

Bring all retirement-related paperwork the household holds: EPF statements, SOCSO notices, pension correspondence from former employers, identification documents, and any official letters about retirement accounts. There is no minimum or required list โ€” the audit records what is present and notes what is absent.

How is personal data handled during the programme?

Personal data collected during any Anuvia engagement is used solely for the administrative purpose described in the service scope. It is not shared with third parties except where a referral note directs the household to contact another office โ€” in which case the household makes that contact directly. Data handling follows Malaysia's Personal Data Protection Act 2010.

05 โ€” Location

Our Office in Ipoh

24 Jalan Sultan Idris Shah, 30000 Ipoh, Perak, Malaysia

06 โ€” Contact

Arrange an Appointment

Office Details

Telephone

+60 5-241 8607

Address

24 Jalan Sultan Idris Shah
30000 Ipoh, Perak
Malaysia

Office Hours

Monday โ€“ Friday: 8:30 am โ€“ 5:00 pm

Saturday: 9:00 am โ€“ 1:00 pm

Closed Sunday and public holidays

Referral Directory

EPF account enquiriesKWSP / EPF offices
SOCSO / PERKESO claimsPERKESO branches
Pension entitlementJabatan Perkhidmatan Awam
Financial product selectionLicensed financial adviser

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