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

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xuzen
post Jul 25 2012, 06:36 PM

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Just something for those who wants in to ponder and consider:

UTC may face stiff competition from the CUTA(s) aka Corporate Unit Trust Advisors.

CUTA work with platform like IFast and Phillip Capital and they have access to multiple funds (like up to 200 or more funds from across different fund houses)

A typical UTC can only promote one fund house's products. So the coverage is severly limited.

CUTA have access to famous foreign funds as well like Blackpool, Templeton or Vanguard. One of the most exiting is the accesablity of low cost index funds.

UTC? Consider CUTA.

Xuzen

xuzen
post Jul 26 2012, 04:09 PM

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QUOTE(Grizly87 @ Jul 25 2012, 10:03 PM)
ok .... in other words, CUTA can sell any bank funds? Never heard of them before... so far the ones i approach is UTC >.< ... they mostly do the high end market?
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Yeah, they are not tied to any agency.

Not really, you just need to approach the Financial Advisory firm. You can get their contact from Sec-Com website.

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