Our Approach
Survey, sort, label, gap-check, deliver.
Every Longspan service follows the same underlying method. The difference between them is scale: a half-day workshop for someone starting out, a two-appointment coordination for a household with accumulated documents, and a three-month engagement for records that span many employers, states, or decades.
In each case, we deliver a printed outcome — a readiness board, a printed index, or a chronological summary — that is yours to keep and use with whichever professional you consult next. We do not advise, interpret, or represent.
Service 01
Documents Readiness Workshop
RM 425 per participant
A half-day group workshop that walks through the paperwork commonly associated with retirement and provident fund records. It explains the vocabulary used on statements, covers how people typically keep their own copies, and gives participants a hands-on readiness board exercise to take away.
The session is educational only. No advice is given about any individual's entitlements or obligations. Held in small groups with a printed workbook, it closes with each participant holding a clear picture of which documents they have and which are worth requesting from former employers or fund administrators.
What is included
- Half-day facilitated session (approx. 4 hours)
- Printed workbook for each participant
- Completed readiness board template
- Reference sheet of common EPF and employment record terms
- Small group setting (maximum 8 participants)
- Available in English or Bahasa Malaysia
How the session runs
Introduction to retirement paperwork categories — what each type covers and where it comes from
Vocabulary exercise — working through common terms and codes using sample (anonymised) documents
Readiness board exercise — participants map their own held, requested, and missing documents
Next-step discussion — where to obtain common missing documents and who to consult for formal interpretation
Service 02
Household Records Index
RM 1,240 per household
A two-appointment service in which a Longspan coordinator sits with you and builds a single indexed register of your retirement-related documents, identity papers, and relevant correspondence. The work is entirely clerical — no opinion is offered on the meaning or effect of any document.
By the close of the second appointment, you hold a printed index with labelled dividers, a naming convention for any scanned copies you want to maintain digitally, and a short written note identifying gaps in the record and the usual sources for obtaining the missing items.
What is included
- Two coordinator appointments (approx. 2–3 hours each)
- Printed index with page numbering and section labels
- Labelled dividers for physical filing
- Naming convention sheet for scanned copies
- Written gap note with standard sourcing references
- Can be conducted at your home or our office
How the engagement runs
First appointment: survey and initial sort — documents gathered, separated by category, and noted
Between appointments: index structure drafted, gap list prepared
Second appointment: printed index reviewed with client, dividers labelled, handover completed
Service 03
Long Paper Trail Coordination
RM 3,870 per engagement
A structured three-month engagement for records that span several employers, states, or decades. A coordinator maintains a master register, a dated log of all letters sent and received, and a submission calendar throughout the period.
At the close, we assemble a neutral chronological summary sheet, suitable for handing directly to a financial planner, estate administrator, or legal office. The engagement closes with a complete handover pack and a directory of registered practitioners in Sabah. We do not advise, interpret, or represent at any point.
What is included
- Three-month coordination period
- Running master register of all documents identified
- Dated correspondence log (letters sent and received)
- Submission calendar for outstanding requests
- Neutral chronological summary at close
- Full handover pack with practitioner directory
How the engagement runs
Month 1: Initial survey, master register established, gaps identified and logged
Months 1–3: Correspondence tracked as it arrives or is sent; register updated on receipt of new documents
End of Month 3: Chronological summary drafted and reviewed; handover pack assembled
Final session: handover of printed pack, practitioner directory, and signed completion checklist
Choosing a Service
Which service fits your situation?
| Feature | Workshop RM 425 |
Household Index RM 1,240 |
Long Trail RM 3,870 |
|---|---|---|---|
| Duration | Half day | 2 appointments | 3 months |
| Group or individual | Group (max 8) | Individual | Individual |
| Printed workbook | — | — | |
| Printed index & dividers | — | ||
| Gap list with sourcing notes | — | ||
| Correspondence log | — | — | |
| Chronological summary | — | — | |
| Practitioner directory | — | — | |
| Best for | Those starting out and unsure what they hold | Those with accumulated documents needing structure | Complex situations spanning many employers or decades |
Across All Services
Standards that apply to every engagement
No interpretation, no advice
Coordinators sort and label. Questions requiring professional opinion are noted and referred to the appropriate source.
PDPA 2010 compliant
Your personal data is handled in line with Malaysia's Personal Data Protection Act. Working copies are deleted within 14 days of handover.
Written terms before we begin
Every engagement starts with a clear written agreement covering scope, timeline, and fees. No additions after signing.
All deliverables in print
Nothing we produce depends on software or a subscription to access. Your index and summary are printed and yours from the day of handover.
Originals never leave your custody
Original documents remain in your possession. Any working copies made during coordination are destroyed at close of engagement.
English and Bahasa Malaysia
All services can be delivered in either language, and documents in both are handled with equal care.
Not sure which service to start with?
Drop us a note and we will suggest the right starting point based on what you describe.
Request a Quote