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

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ngaisteve1
post Jan 31 2012, 05:49 PM

Software Engineer
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Joined: Dec 2005
From: Kuala Lumpur


me to want to be an agent. heard from my agent that the cost to be an agent is around RM200-RM300. u can take a full day course or 2 days half day (part-timer), then study and take the 60 objective questions.
ngaisteve1
post Jan 31 2012, 06:42 PM

Software Engineer
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Senior Member
6,779 posts

Joined: Dec 2005
From: Kuala Lumpur


QUOTE(felixwang @ Jan 31 2012, 07:38 PM)
The Unit Trust Consultant (UTC) registration fee structure is as following;

a. Computerised Unit Trust Examination (CUTE) fees = RM 250
b. CUTE Tutorial                                                    = RM  10
c. Statutory Declaration Stamping Fee                      = RM    4

New Unit Trust Consultant will be rewarded with a total cash of RM 200 plus a RM 350 worth of training voucher if they are able to secure a total sales of RM 50K and 5 unique investors within 6 mths time after getting their Agent Code.

CUTE Tutorial can be attended on either weekdays or weekends from 9am till 5pm. The 2-day CUTE evening class program has been terminated since 2 year ago after the introduction of weekend class.

For those who are interested in joining the weekend class, there are 2 classes available in the month of February, 2012 @ Public Mutual Training Centre along Jalan Sultan Sulaiman
a. 11th February, 2012
b. 18th February, 2012
 

For more information pertaining to joining as a Unit Trust Consultant, you are welcome to email me at felix.publicmutual@hotmail.com or sms me at 012 277 1025

Looking forward to hearing from you!

Best regards,

Felix Wang
Agency Manager
Public Mutual Berhad
*
Thanks for the info! smile.gif
ngaisteve1
post Jan 31 2012, 06:56 PM

Software Engineer
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Senior Member
6,779 posts

Joined: Dec 2005
From: Kuala Lumpur


QUOTE(felixwang @ Jan 31 2012, 07:52 PM)
No problem! I would appreciate it more if you are able to joining my team as an apprentice. smile.gif
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actually, i want to try to join my agent's team first. otherwise, i can consider to join other teams.
ngaisteve1
post Jan 31 2012, 07:20 PM

Software Engineer
*******
Senior Member
6,779 posts

Joined: Dec 2005
From: Kuala Lumpur


QUOTE(felixwang @ Jan 31 2012, 08:10 PM)
FYI, once you are in a team, you are not able to make any changes in joining others. smile.gif Hence, please make sure you have a dedicated team leader who are here to stay for a long long time...
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thanks. actually i don't think i will go full-time on it. maybe more as a part-timer, more towards for my family, relatives or colleagues and myself! biggrin.gif

but will see which good team to join also. thanks for the advice.

 

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