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 How to be a unit trust agent?, example, public mutual

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tom_87
post Nov 8 2012, 02:43 AM

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QUOTE(felixwang @ Oct 12 2012, 02:55 PM)
Public Mutual Berhad is an investment company, which deals with unit trust management. It is a wholly owned subsidiary company of Public Bank Group. This company has been established since 1975 and has been Malaysia No.1 performing Unit Trust Manager for 9 consecutive years.

Public Mutual Unit Trust Consultant is to educate the public on the importance of having to invest in unit trust and selling unit trust.

As to become a Unit Trust Consultant (UTC), candidates must fulfill the following requirements;

a. Candidates must be of 25 years of age and above.
b. Candidates must possess a minimum qualification of SPM with a credit in either Bahasa Malaysia or English or Mandarin + a credit in Mathematics (Modern Mathematics)
c. Candidates must be a working adult.

If you have any further inquiries pertaining to joining the unit trust industry, you are welcome to contact me at 012 277 1025 with no obligation.
Thank you and kind regards,

Felix Wang
Agency Manager
Public Mutual Berhad
*
what benefit will i get if just take the exam for my own good?
not tfor finding customers
doneright
post Nov 8 2012, 11:30 AM

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QUOTE(malayo @ Nov 7 2012, 11:25 PM)
what if i want to be an agent but don't have money right now to sit for the exam & i also want to invest with my EPF right away?

any suggestion?
*
invest first, then take exam when you can afford. after get license, transfer the investment from that agent to your name
doneright
post Nov 8 2012, 11:33 AM

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QUOTE(tom_87 @ Nov 8 2012, 02:43 AM)
what benefit will i get if just take the exam for my own good?
not tfor finding customers
*
own good? in terms of advisor's own investment, nowadays companies start to limit on that. meaning its more difficult to avoid service charge nowadays.

you can, however, learn some by attending their courses. but then again, depending on which company, many of these courses are charged. so in the end, if you dont intend to become a serious advisor, you cant cover your costs
mars1069
post Nov 8 2012, 03:03 PM

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QUOTE(doneright @ Nov 8 2012, 11:30 AM)
invest first, then take exam when you can afford. after get license, transfer the investment from that agent to your name
*
just wondering, let say I'm a PM Agent now, before I became PM Agent, I have bought few funds from other agents. By transferring my old funds under my Agent code, will I benefit anything from these old funds? Coz thinking the other agents had earned commission when I purchased from them few years ago...so wonder what will I gain by transferring old fund under my code. Thanks.
doneright
post Nov 8 2012, 04:39 PM

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QUOTE(mars1069 @ Nov 8 2012, 03:03 PM)
just wondering, let say I'm a PM Agent now, before I became PM Agent, I have bought few funds from other agents. By transferring my old funds under my Agent code, will I benefit anything from these old funds? Coz thinking the other agents had earned commission when I purchased from them few years ago...so wonder what will I gain by transferring old fund under my code. Thanks.
*
PM i dont have a clue, better ask some of the PM sifu here smile.gif

my take is this: transfer your portfolio to yourself and manage your own money. but if you trust that agent, then keep with them

i now have all my investment under my own
tom_87
post Nov 8 2012, 04:55 PM

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QUOTE(doneright @ Nov 8 2012, 11:33 AM)
own good? in terms of advisor's own investment, nowadays companies start to limit on that. meaning its more difficult to avoid service charge nowadays.

you can, however, learn some by attending their courses. but then again, depending on which company, many of these courses are charged. so in the end, if you dont intend to become a serious advisor, you cant cover your costs
*
OWH..I SEE...THANX FOR THE INFO DUDE..smile.gif
wongmunkeong
post Nov 8 2012, 08:13 PM

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QUOTE(mars1069 @ Nov 8 2012, 03:03 PM)
just wondering, let say I'm a PM Agent now, before I became PM Agent, I have bought few funds from other agents. By transferring my old funds under my Agent code, will I benefit anything from these old funds? Coz thinking the other agents had earned commission when I purchased from them few years ago...so wonder what will I gain by transferring old fund under my code. Thanks.
*
IF your funds with the other agent is high in amount, U are losing out on substantial "career benefits".
If i'm not mistaken, agent gets 0.2%pa on all equities / loaded units' value held by their customers.
Thus if one invested with oneself as agent, that accounts to the pile of moolah.

eg. for every $100K equities / loaded units value i invested by self (customer me, agent me), i get $200pa effectively.
Please poke your upline for more details notworthy.gif
kparam77
post Nov 8 2012, 09:54 PM

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QUOTE(mars1069 @ Nov 8 2012, 03:03 PM)
just wondering, let say I'm a PM Agent now, before I became PM Agent, I have bought few funds from other agents. By transferring my old funds under my Agent code, will I benefit anything from these old funds? Coz thinking the other agents had earned commission when I purchased from them few years ago...so wonder what will I gain by transferring old fund under my code. Thanks.
*
it depend on the agent, allow to transfer the acc to u.

yes, u will enjoy the carrier benefits
PM me if u want to join with me.


Added on November 8, 2012, 9:57 pm
QUOTE(tom_87 @ Nov 8 2012, 02:43 AM)
what benefit will i get if just take the exam for my own good?
not tfor finding customers
*
to maintain ur license, u need to complete some quota and maintain the CPD points annualy.

PM me if u interested.

This post has been edited by kparam77: Nov 8 2012, 09:57 PM
wenching87
post Nov 8 2012, 10:48 PM

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need to be very active and very enthusiastic. my agent cant do that. didnt inform me to switch fund or whatever. no advice. just ask me buy then no follow up
doneright
post Nov 9 2012, 12:12 AM

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QUOTE(wenching87 @ Nov 8 2012, 10:48 PM)
need to be very active and very enthusiastic. my agent cant do that. didnt inform me to switch fund or whatever. no advice. just ask me buy then no follow up
*
change advisor or manage yourself? smile.gif
mars1069
post Nov 9 2012, 09:48 AM

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QUOTE(wongmunkeong @ Nov 8 2012, 08:13 PM)
IF your funds with the other agent is high in amount, U are losing out on substantial "career benefits".
If i'm not mistaken, agent gets 0.2%pa on all equities / loaded units' value held by their customers.
Thus if one invested with oneself as agent, that accounts to the pile of moolah.

eg. for every $100K equities / loaded units value i invested by self (customer me, agent me), i get $200pa effectively.
Please poke your upline for more details  notworthy.gif
*
I see, means Agent will gain 0.2% in overall funds that under his account? That's good. Thanks.
felixwang
post Nov 13 2012, 09:05 PM

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Public Mutual Berhad is an investment company, which deals with unit trust management. It is a wholly owned subsidiary company of Public Bank Group. This company has been established since 1975 and has been Malaysia No.1 performing Unit Trust Manager for 9 consecutive years.

Public Mutual Unit Trust Consultant is to educate the public on the importance of having to invest in unit trust and selling unit trust.

As to become a Unit Trust Consultant (UTC), candidates must fulfill the following requirements;

a. Candidates must be of 25 years of age and above.
b. Candidates must possess a minimum qualification of SPM with a credit in either Bahasa Malaysia or English or Mandarin + a credit in Mathematics (Modern Mathematics)
c. Candidates must be a working adult.

If you have any further inquiries pertaining to joining the unit trust industry, you are welcome to contact me at 012 277 1025 with no obligation.
Thank you and kind regards,

Felix Wang
Agency Manager
Public Mutual Berhad



felixwang
post Jan 4 2014, 07:17 AM

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WE ARE RECRUITING IN 2014!

Public Mutual Berhad is an investment company, which deals with unit trust management. It is a wholly owned subsidiary company of Public Bank Group. This company has been established since 1975 and has been Malaysia No.1 performing Unit Trust Manager for 9 consecutive years.

Public Mutual Unit Trust Consultant is to educate the public on the importance of having to invest in unit trust and selling unit trust.

As to become a Unit Trust Consultant (UTC), candidates must fulfill the following requirements;

a. Candidates must be of 25 years of age and above.
b. Candidates must possess a minimum qualification of SPM with a credit in either Bahasa Malaysia or English or Mandarin + a credit in Mathematics (Modern Mathematics)
c. Candidates must be a working adult.

If you have any further inquiries pertaining to joining the unit trust industry, you are welcome to contact me at 012 277 1025 with no obligation.
Thank you and kind regards,

Felix Wang
Agency Manager
Public Mutual Berhad
Clareen
post Jan 5 2014, 10:36 PM

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From: USJ Taipan + PJ SS2


QUOTE(felixwang @ Jan 4 2014, 07:17 AM)
WE ARE RECRUITING IN 2014!

Public Mutual Berhad is an investment company, which deals with unit trust management. It is a wholly owned subsidiary company of Public Bank Group. This company has been established since 1975 and has been Malaysia No.1 performing Unit Trust Manager for 9 consecutive years.

Public Mutual Unit Trust Consultant is to educate the public on the importance of having to invest in unit trust and selling unit trust.

As to become a Unit Trust Consultant (UTC), candidates must fulfill the following requirements;

a. Candidates must be of 25 years of age and above.
b. Candidates must possess a minimum qualification of SPM with a credit in either Bahasa Malaysia or English or Mandarin + a credit in Mathematics (Modern Mathematics)
c. Candidates must be a working adult.

If you have any further inquiries pertaining to joining the unit trust industry, you are welcome to contact me at 012 277 1025 with no obligation.
Thank you and kind regards,

Felix Wang
Agency Manager
Public Mutual Berhad
*
location? klang valley?
felixwang
post Jan 6 2014, 11:16 PM

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WE ARE RECRUITING IN 2014 !

Public Mutual Berhad is an investment company, which deals with unit trust management. It is a wholly owned subsidiary company of Public Bank Group. This company has been established since 1975 and has been Malaysia No.1 performing Unit Trust Manager for 9 consecutive years.

Public Mutual Unit Trust Consultant is to educate the public on the importance of having to invest in unit trust and selling unit trust.

As to become a Unit Trust Consultant (UTC), candidates must fulfill the following requirements;

a. Candidates must be of 25 years of age and above.
b. Candidates must possess a minimum qualification of SPM with a credit in either Bahasa Malaysia or English or Mandarin + a credit in Mathematics (Modern Mathematics)
c. Candidates must be a working adult.

If you have any further inquiries pertaining to joining the unit trust industry, you are welcome to contact me at 012 277 1025 with no obligation.
Thank you and kind regards,

Felix Wang
Agency Manager
Public Mutual Berhad

This post has been edited by felixwang: Jan 6 2014, 11:19 PM
felixwang
post Jan 11 2014, 11:42 AM

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546 posts

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WE ARE RECRUITING IN 2014 !

Public Mutual Berhad is an investment company, which deals with unit trust management. It is a wholly owned subsidiary company of Public Bank Group. This company has been established since 1975 and has been Malaysia No.1 performing Unit Trust Manager for 9 consecutive years.

Public Mutual Unit Trust Consultant is to educate the public on the importance of having to invest in unit trust and selling unit trust.

As to become a Unit Trust Consultant (UTC), candidates must fulfill the following requirements;

a. Candidates must be of 25 years of age and above.
b. Candidates must possess a minimum qualification of SPM with a credit in either Bahasa Malaysia or English or Mandarin + a credit in Mathematics (Modern Mathematics)
c. Candidates must be a working adult.

If you have any further inquiries pertaining to joining the unit trust industry, you are welcome to contact me at 012 277 1025 with no obligation.
Thank you and kind regards,

Felix Wang
Agency Manager
Public Mutual Berhad
felixwang
post Aug 11 2014, 01:04 PM

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WE ARE RECRUITING IN 2014 !

Public Mutual Berhad is an investment company, which deals with unit trust management. It is a wholly owned subsidiary company of Public Bank Group. This company has been established since 1975 and has been Malaysia No.1 performing Unit Trust Manager for 9 consecutive years.

Public Mutual Unit Trust Consultant is to educate the public on the importance of having to invest in unit trust and selling unit trust.

As to become a Unit Trust Consultant (UTC), candidates must fulfill the following requirements;

a. Candidates must be of 25 years of age and above.
b. Candidates must possess a minimum qualification of SPM with a credit in either Bahasa Malaysia or English or Mandarin + a credit in Mathematics (Modern Mathematics)
c. Candidates must be a working adult.

If you have any further inquiries pertaining to joining the unit trust industry, you are welcome to contact me at 012 277 1025 with no obligation.
Thank you and kind regards,

Felix Wang
Agency Manager
Public Mutual Berhad
felixwang
post Oct 27 2014, 11:32 AM

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WE ARE RECRUITING IN MARCH, 2015 !

Public Mutual Berhad is an investment company, which deals with unit trust management. It is a wholly owned subsidiary company of Public Bank Group. This company has been established since 1975 and has been Malaysia No.1 performing Unit Trust Manager for 9 consecutive years.

Public Mutual Unit Trust Consultant is to educate the public on the importance of having to invest in unit trust and selling unit trust.

As to become a Unit Trust Consultant (UTC), candidates must fulfill the following requirements;

a. Candidates must be of 25 years of age and above.
b. Candidates must possess a minimum qualification of SPM with a credit in either Bahasa Malaysia or English or Mandarin + a credit in Mathematics (Modern Mathematics)
c. Candidates must be a working adult.

If you have any further inquiries pertaining to joining the unit trust industry, you are welcome to contact me at 012 277 1025 with no obligation.
Thank you and kind regards,

Felix Wang
Agency Manager
Public Mutual Berhad

This post has been edited by felixwang: Feb 26 2015, 06:36 PM
felixwang
post Jun 9 2015, 06:31 AM

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546 posts

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WE ARE RECRUITING IN AUGUST & SEPTEMBER, 2015 !

Public Mutual Berhad is an investment company, which deals with unit trust management. It is a wholly owned subsidiary company of Public Bank Group. This company has been established since 1975 and has been Malaysia No.1 performing Unit Trust Manager for 11 consecutive years.

Public Mutual Unit Trust Consultant is to educate the public on the importance of having to invest in unit trust and selling unit trust. Join us for UNLIMITED INCOME & FLEXIBLE WORKING HOURS! A perfect job for part timers!

To become a Unit Trust Consultant (UTC), candidates must fulfill the following requirements;

a. Candidates must be of 25 years of age and above.
b. Candidates must possess a minimum qualification of SPM with a credit in either Bahasa Malaysia or English or Mandarin + a credit in Mathematics (Modern Mathematics)
c. Candidates must be a working adult.

If you have any further inquiries pertaining to joining the unit trust industry, you are welcome to contact me at 012 277 1025 with no obligation.
Thank you and kind regards,

Felix Wang
Agency Manager
Public Mutual Berhad

This post has been edited by felixwang: Aug 22 2015, 07:45 AM
kparam77
post Feb 22 2016, 01:58 PM

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PM me if anyone interested to become Unit Trust Consultant.

whatsapp 017 9765029

tq,
Param.

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