Sign up to be Public Mutual UTC. That is if you are going to invest most of your fund in PM.

This post has been edited by YoungMan: Feb 15 2021, 08:38 PM

I think it's RM30k. But someone saying if you don't reach the minimum target, you need to sit for online exam to maintain status as UTC.

Yes. Very tempted to sell off my P Lifestyle and technology while it is still positive.

If not mistaken for PM, the first time you want to buy with a particular agent you need to submit manual form. Cannot do it online. But subsequent purchase yu can select the agent online.

If leave blank maybe all PM earn lor. Not go to any agent. I assume like that but I may be wrong.

Can do one. Family member invest a bit then just renew.

Just need to answer some exam question if not mistaken. As long you know the fundementals of investment/market, easy can kaotim one.

No idea on the amount. The exam is done yearly if not mistaken. Heard from a family member who was a UTC before. There is 1 year he wasn't active and forgot to do the exam, then boom the UTC status terminated.

This post has been edited by YoungMan: Oct 24 2021, 08:03 PM

Not only PM, if you buy direct from fund houses such as Eastspring, principal, etc there will be some kind of sales charge for their UT agent. FSM/Unittrust platform is DIY, nobody cares how you invest.

Anyone knows where they hide the quarter report now? In fund review it just show monthly report.

How is this related to PM Funds?

To stop DDA you need to go to Public Mutual office or ask your agent to do it.
Another way is maybe to sell the fund, but not sure if that will work.

Yes, sales charge is still as per usual. To avoid high charges, buy with your EPF money.
Otherwise just buy funds with more or less similar holdings from FSM.