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

Date    :  14 December 2007

To        :  All Unit Trust Consultants

From   :  Lee Kean Gie
               General Manager - Agency Operations Department



Agent Registration Fee
_______________________________________________________________________________________________________________________________________

In order to facilitate smoother and more efficient processing of UTC who wishes to register as an agent with Public Mutual, we are implementing some changes on our current operational procedures.

A.  New Agent Registration Fee

With effect 1 January 2008, agent must bank in the registration fees of RM247.50 themselves to any of our Public Bank branches before submitting the new agent application form together with the bank in slip to Public Mutual branches.

Please note that the Public Bank account no is: 3-0903816-36.

Agents are advised to ensure the following procedures are adhered to for easy processing and identification:-

1.      One bank-in-slip for one agent per payment
2.      Name and NRIC no of the prospective agent must be clearly indicated on the bank in slip
3.      Bank in slip should be placed as the top copy together with the duly completed new agent application form for submission to branches.

Agents can collect the sales kit and manuals from branches upon presenting the complete set of new agent application form together with the bank-in slip.

B.  New Agent Registration Fee

As for agents' renewal fees, agents can submit renewal fees to the branches. Agents are advised not to bank in renewal fees into Public Bank branches directly as Branch Managers recommendation are required for certain renewal cases.

Please take note on the above changes and be guided accordingly.

Regards,

Takumi

Takumi

Date                :  26 December 2007 To                    :  All Unit Trust Consultants From               :  General Manager                            Agency Operations Department Launching of New Fund in January 2008 !!! We are pleased to inform you that we will be launching new fund in January 2008. A briefing will be conducted at all branches. Details are as follows: Date    :           2 January 2008 (Wednesday) 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.

Takumi

Date    :  26 December 2007 To        :  Unit Trust Consultants   From   :  General Manager                Agency Operations Department Investment Talk on 7th January 2008   We are pleased to inform you that 2 similar sessions of Investment Talk will be conducted on 7th January 2008 (Monday). Details are as below:             Session 1             Venue             :           Tropicana Golf & Country Resort (Ballroom 1 & 2)             Programme    :           9.30 a.m.     Registration                                                  10:00 a.m.     Investment Talk                                                  11:30 a.m.     End of Session             Session 2             Venue             :            Tropicana Golf & Country Resort (Ballroom 1 & 2)             Programme    :             7:45 p.m.      Registration                                                   8:15 p.m.      Investment Talk                                                   9:45 p.m.      End of Session Kindly bring along your FMUTM authorisation card for registration.

blurprincess

原帖由 Takumi 于 27-12-2007 10:50 PM 发表
Date                :  26 December 2007

To                    :  All Unit Trust Consultants

From               :  General Manager
                           Agency Operations Department


La ...

是什么新基金来的？你知道么？？？

jerrylhl

原帖由 Takumi 于 27-12-2007 10:52 PM 发表
Date    :  26 December 2007
To        :  Unit Trust Consultants  

From   :  General Manager
               Agency Operations Department


Investment Talk on 7th January 2008  

We are pl ...

通常这个ＩＮＶＥＳＴＭＥＮＴ　ＴＡＬＫ是关于什么的？？？对ＡＧＥＮＴ来说，是一定要出席的吗？？？

mapolang1981

原帖由 Takumi 于 27-12-2007 10:50 PM 发表
Date                :  26 December 2007

To                    :  All Unit Trust Consultants

From               :  General Manager
                           Agency Operations Department


La ...

要准备子弹过年了，既然还推出新基金？

Takumi

原帖由 blurprincess 于 28-12-2007 10:11 AM 发表


是什么新基金来的？你知道么？？？

暂时还不知道.
到时候就有详细的资料了.

Takumi

原帖由 jerrylhl 于 28-12-2007 11:01 AM 发表

通常这个ＩＮＶＥＳＴＭＥＮＴ　ＴＡＬＫ是关于什么的？？？对ＡＧＥＮＴ来说，是一定要出席的吗？？？

关于介绍新基金与新投资方向的讲座会.
对于代理员来说是累积ACE分数的大好良机.

Takumi

原帖由 mapolang1981 于 28-12-2007 11:23 AM 发表

要准备子弹过年了，既然还推出新基金？

生意好当然要乘机举行新基金促销会回馈给投资者们.
大众信托是不会错失良机的.

共勉之

cyberct

那 EPF 的 SALES 是不是没有人要做了呢？

基金小子

看你要不要做而已。。。。。。。

Takumi

原帖由 cyberct 于 28-12-2007 08:26 PM 发表
那 EPF 的 SALES 是不是没有人要做了呢？

还是可以做的。
因为没有多余现金投资的人可以考虑用这个管道。

共勉之

Takumi

kopipeng

请问现在的服务费是多少？
促销价5%，促销其间申请DDI5.25%，不是促销价5.45%，是吗？
怎么没有任何通告的？

ocy

服务费 5。5%
lauching 5%, lauching DDI 5.25%

5.45%是之前lauching,当时的服务费为6.5%

Takumi

原帖由 kopipeng 于 11-1-2008 11:05 AM 发表
请问现在的服务费是多少？
促销价5%，促销其间申请DDI5.25%，不是促销价5.45%，是吗？
怎么没有任何通告的？

Takumi

Date                :  3 January 2008

To                    :  All Unit Trust Consultants

From               :  General Manager
                           Agency Operations Department


Increased Fund Size for PSBF, PCIF, PFEDF, PSEASF and PCSF
                  
We are pleased to inform you that we have obtained approval from the Securities Commission to increase fund size for the following funds :

Fund Name	Fund Size (units)
	From	To
PSBF	0.75 billion	1.0 billion
PCIF	3.375 billion	5.0 billion
PFEDF	5.0 billion	7.5 billion
PSEASF	5.0 billion	7.5 billion
PCSF	8.0 billion	10.0 billion

If you require further information, please do not hesitate to contact Agent Service Section at 03-6279 6900.

Thank you.

harukasan

不懂英語的人、怎辨？大衆銀行為什麼不設立多言語網站？
如果真的為顧客着想的話、応該設立多言語網站。尤其是華語版。
方便顧客容易明白大衆金融商品、提供選択及購買。

takumi,何不為一下那些不憧的英語的人、向大衆銀行提議設立華語版網站？
以大衆銀行之財力来説、不会是負担。
有了華語版網站、肯定会帯来更多商機。

^ska^

不懂英语又何来上网找基金呢？？？
会用电脑不至于看不懂很普通的英语吧....