Fund Investment Corner, Please share anything about Fund.
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 Oct 16 2007, 11:20 AM
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#1
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Senior Member
1,061 posts Joined: Feb 2006 From: Out of Service   
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Im opening this thread to ask for tips on getting a good Unit Trust Consultant (UTC)..
my few question: a) How to know that the UTC is a legit UTC? Do they have any agent ID etc? b) Can we check with the respective bank for their UTC validity? c) Do they have a rank to evaluate their performance? d) Or how do they evaluate their performance? e) Can we lodge a report to bank etc if theres any unwanted cases happened? (abandoned/cheated etc) hope someone here can enlightened me here.. many thanx in advance..  |
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Oct 28 2007, 11:09 PM
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#2
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Senior Member
1,061 posts Joined: Feb 2006 From: Out of Service
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QUOTE(Jordy @ Oct 16 2007, 12:36 PM) a) There's a FMUTM certification card that each UTC has to bring along. so where can we view their performance?b) Once they have the FMUTM ID card, you will know if he/she is legit. c) There's ranking, being UTC, Supervisor, Agency Manager, and Group Agency Manager. d) The performance is measured by the amount of cases they handle. e) You can complain to the specific UTMC.  and where can i get certain funds price history (for past few years)? to be exact im looking for CIMB Dana Al-Ikhsan price hisotry.. |
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Dec 14 2007, 10:33 PM
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#3
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Senior Member
1,061 posts Joined: Feb 2006 From: Out of Service
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hi.. want to ask.. which one is better between this two opt..
a) Invest when a particular UT Fund about to declare their divident and gain the pro-rated bonus OR b) Invest after they declare their divident (means buy unit with lowest price) and anyone here can help me with the UT price history for the time they declare the divident? I want the price before they declare, how much they declare and the price after they declare.. thx.. |
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Dec 19 2007, 10:41 AM
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#4
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Senior Member
1,061 posts Joined: Feb 2006 From: Out of Service
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QUOTE(howszat @ Dec 15 2007, 02:05 PM) As for price history, some Fund manager websites are better than others in providing this sort of information. can u help me wit this? i cant find any specific in cimb-wealthadvisors.com website.. im looking for DALI history price actually.. maybe any CIMB UT agent can help me? |
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Mar 17 2008, 07:47 PM
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#5
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Senior Member
1,061 posts Joined: Feb 2006 From: Out of Service
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im looking for CIMB UTC at Ipoh/Batu Gajah/Sri Iskandar area to open an acc. plz do contact me.
n anyone knows whats the highest price for DALI week before GE n lowest price a week after GE? |
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