How to be a unit trust agent?, example, public mutual
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 Jun 19 2007, 10:47 AM, updated 19y ago
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#1
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Senior Member
1,850 posts Joined: Jan 2003  
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Guys, I'm interested to be an Unit Trust Agent. Namely, Public Mutual. However, any other fund houses also can but must be reputable la. What is the qualification to be an agent? Do you have target to meet? I am working full time, can i do this part time? Thanks sianto88 liked this post
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Jun 19 2007, 02:10 PM
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#2
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Senior Member
1,850 posts Joined: Jan 2003
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Actually, my intention is to buy those unit trust myself..hehehe..
i can easily buy RM30k worth of UT a year by myself la... shouldn't i be my own agent? |
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Jun 19 2007, 03:44 PM
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#3
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Senior Member
1,850 posts Joined: Jan 2003
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i don't feel comfortable approaching my agent la..
HE IS GOING TO LOSE MY BUSINESS... any other way to get in touch of public mutual? QUOTE(ejleemy @ Jun 19 2007, 03:19 PM) It's a good idea to be an agent and purchase ownself if you can manage to maintain the sales quota of 30k/year and have avail time dedicated to it. You can save yourself 2.85% out of the 6.5% initial service charge, and get to learn more about the unit trust industry. There are many training and seminars provided for its agents at a minimal cost (RM 10 and above) too. To be an agent, one needs to attend for a CUTE class and exam, they would take 2 separate days and a cost of RM 247.50. Just contact your agent to sign you up.  |
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