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

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daniellehu
post Jul 23 2012, 08:43 AM

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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?
daniellehu
post Jul 24 2012, 04:14 PM

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QUOTE(NightHeart @ Jul 23 2012, 10:11 AM)
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.
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Thanks for the advice NightHeart! Shall consider joining this industry! Thanks!
daniellehu
post Jul 30 2012, 08:09 PM

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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.

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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I have registered to Public Mutual Berhad as an agent and will be sitting for an examination soon in September, 2012. Thanks everyone!

 

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