Requirements :
1) 21 years old and above
2) Must possess the minimum qualification of Grade 3 Sijil Pelajaran
Malaysia (SPM) and must obtain credit either in Bahasa Malaysia, English
or Mandarin and Mathematics, or its equivalent, as determined by FIMM;
Documents and fee needed:
1) 2 copies of IC
2) 1 copy of your highest qualification eg degree, diploma or spm
3) 4 copies of passport-size photos.
4) A Copy of Public Bank passbook.
5) A fee of RM 265 for registration and the Computerised Unit Trust Examination (CUTE). Resit fee ( if you do not pass the first exam) is RM 159.
6) Commissioner of oath (between RM 4 to RM 10).
7) A fee of RM 95.40 per year for the electronic tools (which you will need if you pass the exam).
Note:
- There are 2 courses that you need to enrol before the exam and before getting your agent code. These courses are free.
- The initial deposit to open a Public Bank account is RM 250 and an ATM card cost is RM 8.50.
- You are required to bring the original certificate when registering.
Benefits of a unit trust consultant:
1) Unlimited income (what else!)
2) Overseas trips
3) Recognition and awards - we have annual dinners at branch and
nationwide level, newspaper announcement for all the trips qualifier.
Yes your face will be in the newspaper.
4) Support systems in terms of training by the Company and your upline.
5)Career promotions and bonuses.
6) Flexible working hours.
7) Be your own boss and lead your own agency.
Types of income
1) Direct commission
2) Overriding Commission
3) Year-end bonus
4) Breakway bonus
5) Equalisation bonus
6) Career benefits
7) Profit sharing.
These are the basics information of becoming a unit trust consultant.
Please call me at 012 6923244 or email me at bayaniab@gmail.com for further explanation.
hi Bayani , can we get in touch over a coffee. i need to understand a little in dept of investment matters. my concerns are if i were to invest myr 100k or equivalent in malaysia or other countries in asia (singapore/ china) and say for a period of 3 years.. and given the fund performance are almost the same e.g 15% / year....where would u invest and why?
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