Outline ·
[ Standard ] ·
Linear+
Public Mutual v4, Public/PB series funds
|
infernoaswen
|
 Oct 8 2014, 01:03 AM
|
|
Hi guys, want to ask. I created a PM account last month, since its a new application the agent said will take around two weeks. She said I will receive a letter on the funds I purchase. I contacted her & now waiting for reply since its been more than 2 weeks.
Anyhow I am new to PM, so the funds that I purchase. How to I check how many units I have, the current value etc? Will they send a letter every month? I have a public bank online account, I see under investment there is unit trust. Can I register an account & view my funds that I own? I am asking this because I dont know my fund account no, since I didnt receive any letter so I can't create the account yet till I know my account no.
This post has been edited by infernoaswen: Oct 8 2014, 01:03 AM
|
|
|
|
|
|
infernoaswen
|
Oct 9 2014, 01:44 AM
|
|
|
QUOTE(j.passing.by @ Oct 8 2014, 10:42 AM) 2 weeks?!!! Is there a change in policy or something? It should take not more than 1 hour (okay maybe just over an hour if you want to read all the fine print in the forms), then hand over the counter to the branch staff... so not more than 2 hours. Or maybe you are staying in a very ulu place, and the agent needs to take a weekly boat out to town.  I think it was already done not more than a few days after you handed the cheque... PM is usually efficient and you would have received the statement in about 7 days. But if you handed CASH.... I would be worried too. Anyway, try to register to PMO (Public Mutual Online) without waiting further for any aid from the agent; you can do it via a Public Bank atm. (Please make sure the bank has your correct mobile number beforehand.) You can do all transactions (except EPF withdrawal) online and view all the transactions done. edit: "I have a public bank online account..." you can register PMO online too. I went to the bank today, there was an issue with my application so need to resubmit some documents. All should be fine soon I guess, will wait for their update. I submited the application form to the branch just now, will wait for them to mail me the id & password. Else I will go & apply myself via the atm. Thanks. This post has been edited by infernoaswen: Oct 9 2014, 01:45 AM |
|
|
|
|
|
infernoaswen
|
Nov 1 2014, 01:32 PM
|
|
|
QUOTE(David83 @ Nov 1 2014, 01:14 PM) Which new fund are you referring to? PM got so generous to offer 0% SC?  there was a promo from 7oct - 27oct on their newly launched fund (PBGEF) |
|
|
|
|
|
infernoaswen
|
Nov 1 2014, 04:21 PM
|
|
|
QUOTE(David83 @ Nov 1 2014, 03:46 PM) My agent told me the service charge is waived, perhaps I misunderstood her then. I didnt really ask since I wasn't interested at that time  |
|
|
|
|
Quote
2.9736sec
0.67
7 queries
GZIP Disabled