There're two options for you:

1. Ignore your assigned UTC and get PMO access, most of the transactions can be DIY.
2. Get a trusted UTC probably somebody knows, get consent from both sides in writing so that you can "change" the current UTC to the new UTC.

Just my personal experience with PM decades ago.

If I'm not mistaken, can change at PM branch but the form need sign by two of ur consultants, one is old one, one is new one.

U can just register PMO, when u buy fund, just key in ur new consultant id

##just curious only, u still buy PM unit trust? I just maintain the amount that i have or switching. No new fresh fund

This post has been edited by ironman16: Jun 11 2020, 09:29 PM

Okay thank you guys for the info. Hehe yeah i still buy. The last i bought was back in March when the economy went downhill. I bought at a very low price. Most of the fund price right now has tremendously increased. I am planning to open a fresh fund which is still low in price and on recovery mode. So far i noticed public indonesia select fund as an example. My idea is to buy funds like this and went the price go up to redeem it.

Good.
But find ur new UT consultant first. PMO really easy

If u lazy change, just buy new fresh fund using new consultants id, sure ur old agent won't get commission

This post has been edited by ironman16: Jun 11 2020, 09:53 PM

Just buy the fund and choose none at the consultant field. Can do at PMO.

So the commission will get by the PMO if not mistaken (not sure, may b I'm wrong, bcoz too long already the info that i get)
lol

Yes, commission goes direct to PM.

I was also thinking about this PISF, but unfortunately it is suspended by EPF-MIS, and cant buy through that scheme and reap the 0% sales charge advantage.

Got message log? Please file a complaint and request to change consultant. Clients are not passive income for financial consultants.

You can choose none for the utc.
You still need to pay 5.25% sales charge.

Because my friend brother is PM consultant, so i just put his name as my consultant.
I put none oso PMO get my commission, better i give somebody that i know.


Until now he oso update me anything about PM like product, promotion, financial management,.....

This post has been edited by ironman16: Jun 12 2020, 11:58 AM

other than select 'none"
can i key in the UTC number of someone else instead of predesignated one?
like the UTC of someone i just met?
will he (the new one) get the commission instead of the 'old' UTC if i do so?

This post has been edited by yklooi: Jun 12 2020, 12:03 PM

Sure the new one get ur commission.

If not mistaken,
If u buy fund A through agent P and Q, ur account will reflect two account fund A with different agent.

U can try. Bcoz not active in PMO already. Just afraid my info not up to date

You can find a new utc, sign new forms. New utc no will appear few days later in PMO portal.

Hold on first. The decline has started. Will wait and see how it goes in the next few days.

Yes i definitely will file a complaint soon. Before that I would want to go to Public Mutual office and clarify a few things first. As you said clients are not passive income for UTC..

Hi everyone!

In case there's anybody here need new UTC (Public Mutual) or want to invest but dunno how, feel free to contact me.

Especially those who want to invest via EP£ acc 1, service charge are heavily discounted until April 2021.

Starting this May 2020, investment via EP£ acc 1 will only charged 1.5%, compared to 3% previously.

The only thing I can promise to my client is, you will never regret to have me as your servicing UTC.

😊😊😊

Any body know that what is the sales charge for PRS if i buy through PMO???

3%


If you don't want sales charge, go to fundsupermart. But you can buy any company prs except Public mutual.

This post has been edited by engyr: Jun 21 2020, 08:36 PM

Dude it is 0% through epf i-invest portal. Previously 0.5% since august last year

This post has been edited by backspace66: Jun 21 2020, 08:44 PM