This. What if we didn't hit the target? I also want to learn this to manage my own unit trust.

i don't really understand the 30k per year thingy...what if i didn't hit that?

for those wants to become agent to manage own money but worry abt hit the target rm30k annualy.

30k is not big issue here. 30k is sub sub suye

most of YOUR frends and fmly members has EPF. so, u can focus on epf sales to complete the target.

ur own money + others epf. sure can be done.

u guys know that, u can withdraw epf every 3 months. so, no problem to follow up with ur exeisting clients.

do u know some ppl can withradw rm10k at 1 time, so if u follow up, 30k done in a yr with 2 client only. some ppl can withdraw rm20k or more in 1 entry.

u can plan how to complete with my guides.


PM me at kparam77@yahoo.com for more details. i will guide you. get me ur email add. of cource if u plan to sign up with me.

To all future Unit Trust Consultant,

My name is Felix Wang, a Unit Trust Consultant for 4 years and an Agency Manager of Public Mutual Berhad, leading a total of 38 downlines nationwide as of to date in Penang, Sarawak, Federal Territory, Selangor, Negeri Sembilan, Melaka and Johor. I possess a degree in structural engineering, working in the sales industry for 9 years prior to turning into a FULL TIMED Unit Trust Consultant in 2008.

I have years of sales experience to offer and proven sales performances to ensure your success in this line of work.

MY QUESTION IS WHETHER YOU ARE READY TO TAKE ON THE CHALLENGE IN MAKING A DIFFERENCE IN YOUR FUTURE.

If your answer is YES!, you are welcome to forward your contact number to me at +6012 277 1025 or email me at felix.publicmutual@hotmail.com and I will be in touch with you shortly.

Looking forward to hearing from you soon!

Thank you and kind regards,

Felix Wang
Unit Trust Consultant
Public Mutual Berhad
Million Dollar Producer, 2010
Million Dollar Producer, 2011
22nd National Sales Convention, NSC Trip Qualifier, 2010
23rd National Sales Convention, NSC Trip Qualifier, 2011




This post has been edited by felixwang: Dec 2 2011, 02:48 AM

Public Mutual's $30K Equity Fund Sales quota per year, if not hit by an agent, may be terminated. Of course the agent is asked to provide reasons/defense first before PM decides.

The industry requires a minimum of RM 10K sales pa and this is set by Federation of Investment Managers Malaysia (FIMM).

When I first read your thread of becoming a UT Agent, I was shocked..

Then only know you want to invest with your own account.

Market recently not good to roll shares?

Or roll shares until boring, want to role UT also

Anyhow.. All the best in this.

I think Mr Neo sendiri in out, can go to red carpet and qualify for trip as well...

For those who are interested in joining the Unit Trust industry in 2012!

Our next UTC Basic Training Module 1 will kickoff on Saturday, 4th February, 2012 @Public Mutual Bangsar Branch!



FYI, 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 8 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 meet all of the industry requirements, you will undergo a series of training known as UTC Basic Training that comes in 4 seperate modules. These modules are designated for candidates who has very little knowledge on both investment as well as finance industry.

If you are ready to joining us, you are advised to forward your contact number to me at 012 277 1025 or email me at felix.publicmutual@hotmail.com and I will be in touch with you shortly.

Looking forward to hearing from you.

Thank you and kind regards,

Felix Wang
Agency Manager
Unit Trust Consultant
Public Mutual Berhad

This post has been edited by felixwang: Jan 19 2012, 09:16 PM

er.. so U mean my friend's little letter from PM doesnt hold water or doesnt exist?

My apology, are you able to elaborate a little further on your last statement? Thanks!

Whoops, my bad - shortcircuit, thought i had typed the background info.

My friend, a new UTC (not same group), received a letter from PM (Public Mutual), stating that her equity funds sales did not hit a qouta of RM30K. Exact words no idea - that's the gist / summary idea transmitted yar

Thus, that letter as compared to your sharing that FMUTM (unsure what it's called these days as i remember there's a slight change of name) only requires RM10K sales (i take it as RM10K equities or bonds or MM? pls correct me if i'm in lalaland ):
a. PM has their own "quotas" and can force an agent out of PM, even though FMUTM's quota is just RM10K (for any fund types?)?
b. Can appeal to FMUTM to kick PM's letter?

This post has been edited by wongmunkeong: Jan 20 2012, 11:10 AM

For your information, both FIMM and Public Mutual Berhad have their own set of sales quota at MYR 10K and 30K respectively. These regulations are to be adhered strictly at all time.

Investment in any assets based fund will be taken as part of the quota. Any appeals will have to go through Public Mutual Berhad instead of FIMM.

This post has been edited by felixwang: Jan 20 2012, 12:25 PM

Thus, in effect, PM's over-rides FIMM's since $30K>$10K, right? oh well.

Absolutely!

Aiyo... make ppl pening, should have bring up the 10K la. Just say min to continue being an agent with PM, need to hit 30K yearly..

---

Added on January 20, 2012, 12:30 pmOpps.. typo error as typing too fast.. haha

I mean SHOULD HAVE NOT[U] BRING UP...

This post has been edited by Kaka23: Jan 20 2012, 12:30 PM

@felixwang

i have a friend who is doing this full time. he said he had just sold 20,000 over the past 2 days and more to come after CNY. is this possible? people have so much money to give around for unit trust?

yes, possible......

for some agents, RM20K is a small amount of sales. they can close rm100K in a day too. but not for me-lah....kawan.

yes, ppls got money for UT too.

Wajarkah Anda Membiarkan Peluang Yang Ada Di Depan Mata Berlalu Begitu Sahaja?


Manfaatkan Masa Anda
Sekarang Dengan Mempelajarinya
Daripada Orang Yang Berpengalaman!

Jika Anda Tidak Ingin Makan Gaji Selamanya...

Mulakan Langkah Pertama Anda Sekarang
Dengan Menghadiri Seminar Percuma Ini.
Pelajarilah Bagaimana Untuk Terus Memulakan
Perniagan Unit Trust
Walaupun Anda Bukan Seorang
Pakar Kewangan atau Pakar Jualan!

http://www.myunittrust.com/seminar/

is it possible to be an agent for different products from different institutions? or is there some sort of restriction on this sort of stuff