3rd party not alows to withdraw on behalf. only aagents or investor themself.

if she got public mutual online, can redeem via online.

why need to redeem? any reason?

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Added on September 21, 2012, 1:47 pm

2nd option is better.

waht is ur priority, gain or income?

ask her agent to do it.

u r which agent? PM? or other UT company?

how long u be an agent? why u help ur client to sell the units? u want to buy back under u is it?

i also face the same issue with some of my clients. but i advice them do not disturb the portfolio since doing well. i create diff/new portfolio for them.

its not tooooo difficult to ur clients to register online and mange by her. its a free service and easy to manage. unless ur client dont hv internet access.

This is my take:

If you want to keep this new client for long term, you can redeem the all the pub-mut funds, and when you buy into your own fund house funds, refund to he clinet all the initial sales charge for this first round. Client will be very happy and will follow you gladly.

You still make from the trailling com and subsequent buy in.

Xuzen