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 Public Mutual Funds, version 0.0

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im_not_stupid
post Aug 22 2017, 05:56 PM

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Not sure if I'm asking in correct place
My agent hasn't layan me for years n I admit I forgotten about my PM investment
Can I change my PM agent if I initially signed up with another agent?
im_not_stupid
post Aug 22 2017, 11:08 PM

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QUOTE(effectz @ Aug 22 2017, 09:22 PM)
yes. ask your new agent to write change of servicing agent letter so that you can view all your investment.
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QUOTE(wongmunkeong @ Aug 22 2017, 09:53 PM)
yes BUT existing agent need to signoff (in effect cutting off $) before PM allows
last like that lar, now no need?

else he can just get a new agent for new $ investment
OR
better yet if he is DIY inclined + want to save a bunch of % cost + want WIDER and better funds... www.fundsupermart.com.my  brows.gif
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alright i will just ask the new agent settle for me then
thanks both taikor notworthy.gif

for fundsupermart, yea i knew this place but im really too noob for this sad.gif

 

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