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How to be a unit trust agent?, example, public mutual
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kparam77
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 Aug 6 2011, 01:07 PM
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QUOTE(Neo18 @ Jun 19 2007, 10:47 AM) Guys, I'm interested to be an Unit Trust Agent. Namely, Public Mutual. However, any other fund houses also can but must be reputable la. What is the qualification to be an agent? Do you have target to meet? I am working full time, can i do this part time? Thanks if anybody interested to become Public Mutual agent to do sales or to become agents for ownselve to look after own money. FAQ section - click BE YOUR OWN BOSSif antbody interested, can PM me at kparam77@yahoo.com my servising area klang,shah alam, pj, kl and nearest to this places. |
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kparam77
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Aug 7 2011, 09:21 AM
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for those wants to become agent to manage own money but worry abt hit the target rm30k annualy.
30k is not big issue here. 30k is sub sub suye
most of YOUR frends and fmly members has EPF. so, u can focus on epf sales to complete the target.
ur own money + others epf. sure can be done.
u guys know that, u can withdraw epf every 3 months. so, no problem to follow up with ur exeisting clients.
do u know some ppl can withradw rm10k at 1 time, so if u follow up, 30k done in a yr with 2 client only. some ppl can withdraw rm20k or more in 1 entry.
u can plan how to complete with my guides.
PM me at kparam77@yahoo.com for more details. i will guide you. get me ur email add. of cource if u plan to sign up with me.
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kparam77
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Jan 21 2012, 11:50 AM
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QUOTE(mypetridish @ Jan 21 2012, 01:02 AM) @felixwang i have a friend who is doing this full time. he said he had just sold 20,000 over the past 2 days and more to come after CNY. is this possible? people have so much money to give around for unit trust? yes, possible...... for some agents, RM20K is a small amount of sales. they can close rm100K in a day too. but not for me-lah....kawan. yes, ppls got money for UT too. |
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kparam77
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Jan 25 2012, 10:51 AM
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QUOTE(evo.com @ Jan 25 2012, 10:16 AM) is it possible to be an agent for different products from different institutions? or is there some sort of restriction on this sort of stuff u cannot service 2 company with 1 lisence. u hv to resign and join another company. |
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kparam77
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Feb 13 2012, 08:49 PM
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QUOTE(mars1069 @ Feb 13 2012, 06:01 PM) as an agent, if himself is the only "client", is that a problem if he also hit min RM30K per year? if his only client purchases RM20K in Jan, repurchases all in May, and purchases again RM20K in June, then repurchases all again in Dec, now balance 0 fund, can I say that the agent also hit RM40K for that year? Thanks. yes, u hit the target, but not wisely as wong said. |
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kparam77
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Feb 27 2012, 12:54 PM
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QUOTE(mars1069 @ Feb 27 2012, 09:05 AM) As an UT agent, he can save the admin fee for his own investment as long as he meets yearly quota, not necessary be the full time but part time will do. Instead of giving ppl to earn the admin fee, why dun he earns/saves his own admin fee?  and dun forget a lot of ppl still dunno online thing, u ask them to purchase online they also dunno how to do that, so this group of ppl still need an UT agent  and many many ppls still dont aware/understand abt UT.  and they still need agents guides. |
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kparam77
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Feb 29 2012, 07:55 PM
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QUOTE(andrewleewaikeong @ Feb 29 2012, 07:43 PM) i received a job from public bank asking me to sell unit trust . anything different in the plan between PB and PM ? tomorrow Im going for the medical checkup PB ask me too medical checkup? maybe u will employ as company marketing agent. any fix salary? |
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kparam77
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Feb 29 2012, 11:57 PM
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QUOTE(andrewleewaikeong @ Feb 29 2012, 08:07 PM) ya got fix salary , but dont know got commission or allowances or not working directly for public bank any idea ? oklah, staff benefits + bonus bonus bonus. |
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kparam77
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Mar 1 2012, 04:04 PM
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QUOTE(andrewleewaikeong @ Mar 1 2012, 03:34 PM) Just got back . Basis high and can goes up to 7.8k . Means got commission also lor . But got limit it seems haha wow, up to 7.8K. u take the offer? |
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kparam77
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Mar 2 2012, 12:00 AM
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QUOTE(andrewleewaikeong @ Mar 1 2012, 11:20 PM) ya accepted d , ya UP TO only , wont reach de la~~ hahaha as long got the basic high to survive sin lor welcome to PBB group and best of luck. |
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kparam77
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Jun 19 2012, 09:50 PM
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QUOTE(dubschronicles @ Jun 19 2012, 08:40 PM) can anyone tell me which is the best? Public Mutual or CWA to work? I've registered with CWA but contemplating to join Public Mutual. Maybe felixwang can explain? Fulltime. waht wrong with CWA? dont trust the compny, trust urself like CWA mil sisters. PM me if u still interested om public mutual. |
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kparam77
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Jun 19 2012, 11:21 PM
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QUOTE(dubschronicles @ Jun 19 2012, 11:04 PM) What i meant is in terms of working environment (training, etc). Perks as well. What do you reckon? Is the training provided by CWA similar to PB? Is it the whole-group-participation high energy training? Get what I mean? Because from what I've experienced, I notice CWA training is towards FUN and HIGH energy participation. Not sure about PB. Another thing, does PB rent offices like CWA do? atttend trainig to get CPD points are mondatory. weekly agency meeting is up to u to attend. better attend to get more knowledge and learn sales skills. and some/many usefull free/paid training too. high energy?? PM is the higher maybe, NO 1 UTMC. yes, renting some of the offices. |
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kparam77
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Jun 20 2012, 09:01 AM
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QUOTE(dubschronicles @ Jun 19 2012, 11:46 PM) I see... I was never told by my upline about the CPD point... doing research on FIMM now.. Thank you for your info =) Owh btw, my exam is this weekend !  best of luck |
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kparam77
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Jul 23 2012, 01:05 PM
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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? yes u can, no problem at all. but dont tell ur company u r doing part time with other bank as UTC. jangan cari pasal sendiri. |
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kparam77
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Jul 30 2012, 08:41 PM
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QUOTE(daniellehu @ Jul 30 2012, 08:09 PM) I have registered to Public Mutual Berhad as an agent and will be sitting for an examination soon in September, 2012. Thanks everyone! welcome to PM family. Best of luck. |
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kparam77
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Aug 28 2012, 08:00 PM
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QUOTE(skloda @ Aug 28 2012, 06:30 PM) im interested but <25 years old and work as part time ? is it possible ???? why not? go to http://www.pk31-job.blogspot.comPM me if u interested. |
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kparam77
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Aug 30 2012, 12:31 PM
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QUOTE(skloda @ Aug 30 2012, 12:15 PM) i dont get it , according to felixwang post he stated that candidates must be 25 years old above... im a working adult but below 25years old . THAN U JOIN WITH ME LOR. |
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kparam77
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Aug 30 2012, 01:29 PM
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QUOTE(wongmunkeong @ Aug 30 2012, 01:18 PM) Bro - maybe skloda wondering why Felix says 25yrs old minimum, as in Public Mutual states age >=25years old? OR Felix's agency itself requires older folks, not PM's requirements?  Just thinking  YES, u r correct. PM requirement 21++++. i like to take fresh and train them. |
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kparam77
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Nov 8 2012, 09:54 PM
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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. it depend on the agent, allow to transfer the acc to u. yes, u will enjoy the carrier benefits PM me if u want to join with me.
Added on November 8, 2012, 9:57 pmQUOTE(tom_87 @ Nov 8 2012, 02:43 AM) what benefit will i get if just take the exam for my own good? not tfor finding customers to maintain ur license, u need to complete some quota and maintain the CPD points annualy. PM me if u interested. This post has been edited by kparam77: Nov 8 2012, 09:57 PM |
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kparam77
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Feb 22 2016, 01:58 PM
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PM me if anyone interested to become Unit Trust Consultant.
whatsapp 017 9765029
tq,
Param.
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