Recently PM funds are not performing well... heart-broken

Even clear that this is a mid to long term investment, but somehow the bad progress is like banging my confidence level and creates a feel of worry and doubt

PSF, Ittikal...all like diving in the deep blue sea

Try to invest a small amount at first, and observe the service, advice and consultation he/she gives you over the time. It is not very hard to identify a good or bad agent.

I will say, those just know to introduce new funds or advise you to increase your investment amount are not yet a good agent. Some agents advise their clients to hold on and wait some times, when certain funds are not progressing well during that time. To me, this is proven that the agent is not purely sales oriented, but also customer focus and for friendship with their clients.

Get an investment update from your agent. It is an overall summary of your investment. You can see "Total Amt Paid" column which is indicates the amount you have invested so far.

Per fund, with the net return in % as of statement date.
I believe this is an investment portfolio of customer, and is printable by authorised agent anytime.
You can try to make an enquiry to PM about this, since you no longer serviced by an agent.

I don't think so, coz customer portfolio should be P&C of every agent.
However I believe you should be able to get the same or similar statement upon your request to PM office.