How to be a unit trust agent?, example, public mutual
|
|
 Jul 23 2012, 10:11 AM
Return to original view | Post
#1
|
 
Senior Member
3,991 posts Joined: Mar 2009 
|
QUOTE(daniellehu @ Jul 23 2012, 08:43 AM) I wish to become a part-timed unit trust consultant. However, I am currently attached to a bank as well. Am I eligible to join then? I don't remember any profession are restricted to become a unit trust agent. Plus I couldn't see any conflict of interest here too. |
|
|
Jul 27 2012, 07:05 PM
Return to original view | Post
#2
|
|
Senior Member
3,991 posts Joined: Mar 2009
|
QUOTE(cecil.yew @ Jul 25 2012, 05:15 PM) Hi everyone, Pick a company that you want to be an agent for e.g. Public Mutual, CIMB Wealth Advisors etc. If I would like to join as an agent, what should I do? Should I approach the company directly? When can I start selling? My gratitude in advance, guys! Cecil Then you can approach those company & ask them what's their procedures. I did CIMB one, it's pretty easy, fill up some forms & then attend the exams. If you pass, then you can be an agent already. |
| Change to: |  0.0188sec
 0.26
 7 queries
 GZIP Disabled
Time is now: 2nd December 2025 - 12:57 AM |
Quote