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?
How to be a unit trust agent?, example, public mutual
How to be a unit trust agent?, example, public mutual
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Jul 23 2012, 08:43 AM
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Junior Member
351 posts Joined: Nov 2010 |
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?
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Jul 24 2012, 04:14 PM
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351 posts Joined: Nov 2010 |
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Jul 30 2012, 08:09 PM
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351 posts Joined: Nov 2010 |
QUOTE(NightHeart @ Jul 27 2012, 07:05 PM) Pick a company that you want to be an agent for e.g. Public Mutual, CIMB Wealth Advisors etc. I have registered to Public Mutual Berhad as an agent and will be sitting for an examination soon in September, 2012. Thanks everyone!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. |
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