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

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tom_87
post Nov 8 2012, 02:43 AM

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QUOTE(felixwang @ Oct 12 2012, 02:55 PM)
Public Mutual Berhad is an investment company, which deals with unit trust management. It is a wholly owned subsidiary company of Public Bank Group. This company has been established since 1975 and has been Malaysia No.1 performing Unit Trust Manager for 9 consecutive years.

Public Mutual Unit Trust Consultant is to educate the public on the importance of having to invest in unit trust and selling unit trust.

As to become a Unit Trust Consultant (UTC), candidates must fulfill the following requirements;

a. Candidates must be of 25 years of age and above.
b. Candidates must possess a minimum qualification of SPM with a credit in either Bahasa Malaysia or English or Mandarin + a credit in Mathematics (Modern Mathematics)
c. Candidates must be a working adult.

If you have any further inquiries pertaining to joining the unit trust industry, you are welcome to contact me at 012 277 1025 with no obligation.
Thank you and kind regards,

Felix Wang
Agency Manager
Public Mutual Berhad
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what benefit will i get if just take the exam for my own good?
not tfor finding customers
tom_87
post Nov 8 2012, 04:55 PM

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QUOTE(doneright @ Nov 8 2012, 11:33 AM)
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.

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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OWH..I SEE...THANX FOR THE INFO DUDE..smile.gif

 

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