How to be a unit trust agent?, example, public mutual
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 Nov 8 2012, 11:30 AM
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#1
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Junior Member
134 posts Joined: Sep 2012 From: Penang 
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QUOTE(malayo @ Nov 7 2012, 11:25 PM) what if i want to be an agent but don't have money right now to sit for the exam & i also want to invest with my EPF right away? invest first, then take exam when you can afford. after get license, transfer the investment from that agent to your nameany suggestion?  |
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Nov 8 2012, 11:33 AM
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#2
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Junior Member
134 posts Joined: Sep 2012 From: Penang
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QUOTE(tom_87 @ Nov 8 2012, 02:43 AM) what benefit will i get if just take the exam for my own good? own good? in terms of advisor's own investment, nowadays companies start to limit on that. meaning its more difficult to avoid service charge nowadays.not tfor finding customers you can, however, learn some by attending their courses. but then again, depending on which company, many of these courses are charged. so in the end, if you dont intend to become a serious advisor, you cant cover your costs |
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Nov 8 2012, 04:39 PM
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#3
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Junior Member
134 posts Joined: Sep 2012 From: Penang
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QUOTE(mars1069 @ Nov 8 2012, 03:03 PM) just wondering, let say I'm a PM Agent now, before I became PM Agent, I have bought few funds from other agents. By transferring my old funds under my Agent code, will I benefit anything from these old funds? Coz thinking the other agents had earned commission when I purchased from them few years ago...so wonder what will I gain by transferring old fund under my code. Thanks. PM i dont have a clue, better ask some of the PM sifu here  my take is this: transfer your portfolio to yourself and manage your own money. but if you trust that agent, then keep with them i now have all my investment under my own |
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Nov 9 2012, 12:12 AM
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#4
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Junior Member
134 posts Joined: Sep 2012 From: Penang
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QUOTE(wenching87 @ Nov 8 2012, 10:48 PM) need to be very active and very enthusiastic. my agent cant do that. didnt inform me to switch fund or whatever. no advice. just ask me buy then no follow up change advisor or manage yourself? |
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