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

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ejleemy
post Jun 19 2007, 03:19 PM

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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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