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

http://biz.thestar.com.my/news/story.asp?file=/2007/12/6/business/19678415&sec=business

Thursday December 6, 2007

Lower unit trust sales charges


By DALJIT DHESI


PETALING JAYA: Effective next month, sales charges for investment in unit trusts by Employees Provident Fund (EPF) contributors are expected to be slashed to not more than 3% from 5% to 6% now.

A source told StarBiz that the move was expected as the current charges were relatively high compared with other countries, and for the industry to be globally competitive, the upfront sales charges should come down.  

This would also reduce the cost of investment and improve returns as the current sales charges were eating into unit trust returns, he said, adding that the move, over time, would lower the overall sales charges in the industry.  

Pacific Mutual Fund Bhd chief executive officer and chief investment officer Michael Auyeung said the move was a positive development for the industry.  

Lowering sales charges would provide investors a quicker path to garnering returns on their investment, and might encourage many to make regular withdrawals.  


“Distributors who earnestly assess what the EPF is trying to do for its contributors will eventually see that this move will benefit everyone,” Auyeung said.   

From the perspective of unit trust management companies, most players would welcome the lowering of any hurdle that helped change investors' mindsets and allowed them to realise that unit trusts were an extremely viable investment and pension planning instrument, he said.  

Furthermore, he said, the excuse that high upfront fees were keeping pensioned investors away had been partly overcome.   

Auyeung said when news emerged that EPF investors were losing money in unit trusts, Pacific Mutual conducted an in-depth study of its own investor base. “Total gains made by our investors between 2003 and 2005 were RM41.32mil while losses amounted to RM65,000. Most of the losses were incurred by recent investors who had yet to recover the fees they paid upfront,” he noted.  

An industry player said: “Those unit trust management companies that rely heavily on agents would in the short term see a negative impact on their businesses.   “This is because the agents' customers mainly comprise EPF contributors. The lowering of sales charges would affect the agents' commissions which, in turn, would affect the companies' businesses in the short term.''



[ 本帖最后由 Takumi 于 7-12-2007 04:07 PM 编辑 ]

Takumi

Date    : 11 December 2007

To        : All Unit Trust Consultants

From   : Mr Lee Kean Gie
              General Manager – Agency Operations

GRACE PERIOD FOR RENEWAL OF AGENCY CONTRACT AND FMUTM MEMBERSHIP
____________________________________________________________________________________________________________________________________________________________

We wish to inform you that effective 1 January 2008, FMUTM have issued a circular informing that the grace period for UTC to renew their registration after expiry will be reduced to one (1) month, before being automatically terminated.

For example, UTC registration expiring in January 2008 will be terminated by end of February 2008, if renewal is not done in February. Thereafter, UTC will need to re-register as a new agent should the person intend to market and distribute unit trust.

At the same time, we would also like to take this opportunity to remind all UTCs that failure to renew the Contract of Agency and FMUTM membership will result in UTC having an invalid Authorization card and thus are not authorized to market and distribute unit trusts.

As such, we urge all UTC to check and ensure that your memberships are renewed.

Thank you.

Regards,

Takumi

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%