大众信托基金顾问可以经销的大众银行产品与最新通告！

Takumi

Takumi

Date   :           27 September 2007

To     :           All Unit Trust Consultants
                        
From   :           Lee Kean Gie
                   General Manager
                   Agency Operations Department

LAUNCH OF PUBLIC SOUTH-EAST ASIAN SELECT FUND (PSEASF)- DIRECT DEBIT INSTRUCTION (DDI) CAMPAIGN

Our earlier memo dated 25 September 2007 (Ref : AOD/Sales/tif/2007/09-10) on the launch of new fund, PSEASF, refers.

We are pleased to inform that the DDI campaign is applicable to PSEASF, during the offer period from 2 October 2007 to 22 October 2007.   Under this campaign, all successful DDI applications submitted must enclose together with PII forms to enjoy the special promotion service charge rate of 5.45% of NAV

The terms and conditions for DDI are as below :

1)    Submission during the offer period together with PII form

2)    DDI Amount:
        a)    Minimum DDI amount is at RM100
        b)   The amount has to be rounded to next nearest RM1 (e.g. RM101.00 but  
               not  RM101.50)

3)    All DDI forms must be attached to the PII forms:
        a)    DDI through Public Bank
         i)    To use only the DDI authorization in the PII form (bottom portion)
         ii)   Separate DDI form is not allowed UNLESS it is a switching from low
               loaded unit where PBB DDI form must be stapled together with the
               switching form.

        b)    DDI through Maybank / BSN
         i)    The DDI form must be attached/stapled together with the PII form, and
                submit to Public Bank

4)     Investor will not get to enjoy the special promotion service charge rate of
        5.45% in the event any of the following occurs :
        a)    Change of DDI amount (increase or decrease)
        b)     Full redemption of the account
        c)     Full switching of the account
        d)     Full transfer of the account
        e)    Termination of the DDI
         f)    Any other variation(s) to the DDI

5)     The effective crediting date of the DDI is on the 15th of every month, as
         compared with the normal crediting date of 8th or 18th of every month.  Kindly
         ensure that the crediting date of 15th is indicated in the DDI forms/section
         itself.


Regards,

[ 本帖最后由 Takumi 于 27-9-2007 11:32 PM 编辑 ]

江百虎

這個也可以放。。。

SeaSky

想問Public Islamic Dividend Fund好嗎？

leekk8

PIDF是100%投资在本地符合回教教义的高股息股票。股息基金是不错的选择，但是我觉得如果要符合回教教义的，PIADF应该会更好，毕竟投资在亚洲市场，风险分散了，而且亚洲区域现在好像比本地市场来得好。

如果不介意是回教与否，那PFEDF也是很好的股息基金。

Takumi

原帖由 SeaSky 于 28-9-2007 01:40 PM 发表
想問Public Islamic Dividend Fund好嗎？

这基金是以投资本国股市为主的股息基金。
投资的股票与债券都是要以符合回教教义。
风险程度比PIADF与PFEDF等上市不久的海外投资为主的股息基金来得更高（因为马股比重高达98.36%）。
如果未来马来西亚的经济出现问题。
这基金的投资回酬会受到很大的影响。
如果未来马来西亚的经济表现一片光明。
这基金的回酬会比PAIDF与PFEDF这些分散投资海外高派息的股息基金来得更出色。

共勉之

Takumi

Takumi

原帖由 me712 于 3-10-2007 10:37 PM 发表
epf 有promotion?? 这又有机会找了，。。

加油哦！

Neways

TAKUMI,你有做过＂Housing Loan Referral"吗？
MFA也可以做？
请问是不是填好那一张＂Public Mutual Refferal Form"就可以pass给Public Bank？
Thanks

Takumi

原帖由 Neways 于 4-10-2007 10:24 AM 发表
TAKUMI,你有做过＂Housing Loan Referral"吗？
MFA也可以做？
请问是不是填好那一张＂Public Mutual Refferal Form"就可以pass给Public Bank？
Thanks

不好意思。
在下还没做过房屋贷款referral。
这个细节大众银行的房屋贷款部门也许能答您。

共勉之

Takumi

某某闲人

原帖由 Takumi 于 24-7-2007 08:47 PM 发表
http://img.photobucket.com/albums/v62/takumi/1.jpg

http://img.photobucket.com/albums/v62/takumi/2.jpg

http://img.photobucket.com/albums/v62/takumi/3.jpg

http://img.photobucket.com/albums ...

那么大众信托基金agent可以卖PB series Fund吗?

Takumi

原帖由 某某闲人 于 13-10-2007 10:55 PM 发表

那么大众信托基金agent可以卖PB series Fund吗?

不能。

vios1984

想投资一个CONSERVATIVE & MODERATE的基金...
请问大家有什么介绍????PUBLIC的`...

leekk8

Conservative就只有债券基金，可以考虑PIEBF或PSBF。

Moderate的有很多，建议考虑PFEDF。

vios1984

谢谢你的意见....

Takumi

原帖由 vios1984 于 13-10-2007 11:39 PM 发表
想投资一个CONSERVATIVE & MODERATE的基金...
请问大家有什么介绍????PUBLIC的`...

http://chinese.cari.com.my/myforum/viewthread.php?tid=962538&page=2

http://www.publicmutual.com.my/page.aspx?name=lipperScore_overall

阁下可以参考以上的两个连接然后可从中选择适合自己风险的中下风险型的基金。

共勉之

Takumi

Date                :  23 October 2007

To                    :  All Unit Trust Consultants

From               :  General Manager
                           Agency Operations Department
_____________________________________________________________________________________________________________________________________________________________________________

AOD/sales/may/2007/10-13

Launching of New Funds in November 2007 !!!

We are pleased to inform you that we will be launching new funds in November 2007.

A briefing will be conducted at all branches. Details are as follows:

Date    :          1 November 2007 (Thursday)

Time   :           Please refer to your respective branches

Venue :          Branch Training Room     
                        
We encourage all of you to be at your respective servicing branch offices to understand the features of the new funds.

fiona5320

yo....news funds again ah, so many ...

lawsk

原帖由 fiona5320 于 24-10-2007 01:32 PM 发表
yo....news funds again ah, so many ...

是罗，customers看到我都怕了，
“又来卖新基金…………”