u cannot service 2 company with 1 lisence. u hv to resign and join another company.

yes, it can either be from one or a group of people. A person with an income of between RM 4K and RM 6K per mth, aged between 28 and 35 is able to invest an average amount of MYR 4K to 6K per one time via EPF scheme. I have clients who are able to invest at MYR 10K, MYR 20K, MYR 30K and MYR 40K++ per one time as well via EPF scheme in which I can show you if you are interested.

Hey, anyone became an agent and mainly service own family's account?
wish to become so i can save the commission... hehehehe

aye! here

As long as you are an eligible candidate, aging 25 years and above, has a minimum academic qualification of SPM and able to fulfill the minimum requirement of RM 30K/annum, you are welcome to forward your contact number to me @ 012 277 1025 and I will be in touch with all of you shortly!

me to want to be an agent. heard from my agent that the cost to be an agent is around RM200-RM300. u can take a full day course or 2 days half day (part-timer), then study and take the 60 objective questions.

The Unit Trust Consultant (UTC) registration fee structure is as following;

a. Computerised Unit Trust Examination (CUTE) fees = RM 250
b. CUTE Tutorial = RM 10
c. Statutory Declaration Stamping Fee = RM 4

New Unit Trust Consultant will be rewarded with a total cash of RM 200 plus a RM 350 worth of training voucher if they are able to secure a total sales of RM 50K and 5 unique investors within 6 mths time after getting their Agent Code.

CUTE Tutorial can be attended on either weekdays or weekends from 9am till 5pm. The 2-day CUTE evening class program has been terminated since 2 year ago after the introduction of weekend class.

For those who are interested in joining the weekend class, there are 2 classes available in the month of February, 2012 @ Public Mutual Training Centre along Jalan Sultan Sulaiman
a. 11th February, 2012
b. 18th February, 2012

For more information pertaining to joining as a Unit Trust Consultant, you are welcome to email me at felix.publicmutual@hotmail.com or sms me at 012 277 1025.

Looking forward to hearing from you!

Best regards,

Felix Wang
Agency Manager
Public Mutual Berhad

This post has been edited by felixwang: Jan 31 2012, 06:40 PM

Thanks for the info!

No problem! I would appreciate it more if you are able to joining my team as an apprentice.

actually, i want to try to join my agent's team first. otherwise, i can consider to join other teams.

FYI, once you are in a team, you are not able to make any changes in joining others. Hence, please make sure you have a dedicated team leader who are here to stay for a long long time...

i'd add trustworthy and forthcoming with information too as a requirement for a good upline and team lead.

You can say that again!

thanks. actually i don't think i will go full-time on it. maybe more as a part-timer, more towards for my family, relatives or colleagues and myself!

but will see which good team to join also. thanks for the advice.

Excellent! Looking forward to hearing from you again!

as an agent, if himself is the only "client", is that a problem if he also hit min RM30K per year? if his only client purchases RM20K in Jan, repurchases all in May, and purchases again RM20K in June, then repurchases all again in Dec, now balance 0 fund, can I say that the agent also hit RM40K for that year? Thanks.

Format a bit yar, see if i get U right:
1. If agent is the ONLY "client" himself, does he meet PM's sales quota if he also hit min RM30K equity sales per year?
No idea - i'm poking my upline heheh - worse case if no one here knows, i'll buzz Agent Services

2. If agent's only client (ie. assuming not case 1. above)
a. purchases RM20K equities in Jan,
b. redeems all in May
c. purchases again RM20K equities in June
d. redeems all again in Dec
e. now balance 0 fund,
can I say that the agent also hit RM40K for that year?
Yup, coz for all the client's purchases, he / she has to pay FULL service charge of 5.5% (cash) or 3% (EPF). Hey, PM's in it for the $ not doing it "for love", thus the "quota"
Note - i assUme that U mean redeem, as in sell back to Public Mutual, NOT SWITCH from Equity to Bond then back to Equity.

IMHO - not too smart lor doing this. Better to SWITCH back/forth, saving % when getting back into equity funds.
Just a thought

This post has been edited by wongmunkeong: Feb 13 2012, 07:23 PM

Yes, and yes!

yes, u hit the target, but not wisely as wong said.

There would be 3% charges from the total amount transacted.