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

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MUM
post Jan 20 2019, 09:12 AM

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QUOTE(leefn @ Jan 20 2019, 08:25 AM)
Hi,
I plan to register myself as UTC agent, I am a degree holder. On top of that, I am told to prove I obtained min. 3 credits in SPM. Is that necessary?
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googled and found this.....

Eligibility for registration as a Unit Trust Agent
Any person who meets the following requirements is eligible to register as a Unit Trust Agent:
Must be 21 years old or above;
Must obtain credits in any three (3) subjects in SPM or equivalent or academic qualification (s) higher than SPM;
Must be fit and proper;

The person must sign a statutory declaration attesting to the above attributes and must not be in breach of the signed statutory declaration at all times.
Upon satisfying the requirements, the person must pass the Computerised Unit Trust Examination (CUTE) before being authorised to market and distribute UTS. A person who does not satisfy the basic requirements will not be registered to sit for the CUTE.
http://eliasabllah.com/blog/how-to-become-...nt-in-malaysia/


MUM
post Jun 17 2021, 05:04 PM

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QUOTE(Lyu @ Jun 17 2021, 04:34 PM)
Where can I complain the agent?
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complaint to the direct company of that UTC or

page 3
https://www.bankislam.com/wp-content/upload...lean-140121.pdf

 

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