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[OR] [AmB] [E3] [CBS] [5] [ST] Perform Scenario Testing

Written by Dr Goh Moh Heng | Feb 3, 2026 9:16:04 AM

CBS-5 Investment & Wealth Management

Introduction

Scenario testing is a vital component of operational resilience, designed to assess the organisation’s ability to deliver its critical business services within defined impact tolerances under severe but plausible disruption scenarios.

For CBS-5 Investment & Wealth Management, these tests simulate potential operational, cyber, ICT, market, and regulatory disruptions, focusing on recovery and response capabilities rather than prevention.

By doing so, AmBank can validate that each sub-process maintains service continuity, protects client assets, and meets regulatory expectations.

Table P6: Perform Scenario Testing for CBS-5 

Sub-CBS Code

Sub-CBS

Recommended Scenario Test Themes

Impact/Effect

Evidence of Proactive Risk Management Action

5.1

Wealth Advisory & Financial Planning

Advisor unavailability, system outage, cyber intrusion affecting client data

Delayed client recommendations, regulatory breach

Backup advisor teams, encrypted client records, and regular cyber drills

5.2

Unit Trust & Fund Distribution

Trading platform downtime, mispricing of units, and market volatility

Investment losses, client dissatisfaction

Automated reconciliation, platform redundancy, and market stress testing

5.3

Fixed Income & Direct Bond/Sukuk Investments

Counterparty default, interest rate spikes, and ICT system failure

Portfolio valuation errors, liquidity risk

Counterparty monitoring, ICT failover, risk dashboards

5.4

Dual Currency & Structured Products

Market shock, settlement errors, cyber attack on the transaction system

Financial loss, regulatory reporting errors

Pre-trade risk checks, encrypted settlement systems, scenario simulations

5.5

Equities & Capital Markets Services

Exchange outage, algorithmic trading errors, insider threat

Trading disruption, client financial impact

Exchange connectivity monitoring, trade surveillance, and simulated trading disruptions

5.6

Private Banking & High-Net-Worth Solutions

Cyber breach, key relationship manager absence, fraud attempt

Wealth mismanagement, reputational damage

Multi-factor authentication, succession planning, and fraud detection drills

5.7

Bancassurance & Wealth Protection

Policy administration system failure, regulatory compliance breach

Delayed policy issuance, fines

System redundancies, compliance checks, scenario-based tabletop exercises

5.8

Estate & Legacy Planning (Will/Wasiat Writing)

Legal document corruption, ICT system downtime, and staff error

Estate planning delays, legal disputes

Secure digital storage, staff cross-training, and ICT recovery simulations

5.9

Client Reporting & Compliance

Reporting system failure, data integrity issues, and cyber incidents

Misreporting, non-compliance

Automated reporting validation, encrypted client data, cyber-attack drills

Integration with Cyber & ICT Risks: Each scenario incorporates potential cyber threats, ICT failures, and data breaches to ensure resilience strategies cover digital vulnerabilities, aligning with AmBank’s operational resilience framework.

Performing scenario testing across all CBS-5 sub-processes allows AmBank to validate its operational resilience capabilities under severe but plausible disruptions. By simulating real-world scenarios, integrating cyber and ICT risks, and documenting proactive measures, the bank can ensure uninterrupted client service, regulatory compliance, and strategic readiness. Lessons learned from these tests continuously inform risk mitigation strategies, strengthening the organisation’s ability to manage future disruptions effectively.

 

Operational Resilience Framework: A Case Study of AmBank Malaysia

eBook 3: Starting Your OR Implementation
CBS-5 Investment & Wealth Management
CBS-5 DP CBS-5 MD CBS-5 MPR CBS-5 ITo CBS-5 SuPS CBS-5 ST

Gain Competency: For organisations looking to accelerate their journey, BCM Institute’s training and certification programs, including the OR-5000 Operational Resilience Expert Implementer course, provide in-depth insights and practical toolkits for effectively embedding this model.

 

 

More Information About Blended Learning OR-5000 [OR-5] or OR-300 [OR-3]

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