Did you know that when approached by a unit trust consultant, you have the right to request for the person's relevant credentials?
By law, all unit trust consultants/agents must be registered and have successfully completed and passed exams conducted by regulatory bodies such as FIMM before they're allowed to market unit trust products, regardless if they're full time or part time agents.
The FIMM card/license must be present with the unit trust consultant when marketing its products and those without the relevant license are not allowed to market products to the public.
Should you ever be approached by personnel that does not have the relevant license, a complaint can be lodge to the Securities Commission of Malaysia or SC.
Public Mutual v4, Public/PB series funds
Aug 28 2014, 04:01 PM
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