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- This is really cool. I heard this before from my Singaporean friend. How do we partake in this revolution etc as agent, etc..
- There are a few requirement, which is quite tough to comply 1. have to untie from your previous Unit trust company (meaning resignation) 2. Have to get the CFP or RFP (all modules) 3. Have to get...
- congrats on the success of publishing this book. knew that it was pure hard work to get this done ... all the best
- AIA, ING, Allianze and HLA also provide similar products Http://Kclau.com
- can i know the similar products of other insurance company with GJA?
Personal Finance Money Tips
Personal finance topics for Malaysians
How Fundsupermart will Revolutionize the Unit Trust Industry in Malaysia
Started by KCLau · 9 months ago
I recently attended a training session by iFast Capital. The Fundsupermart.com.my platform had introduced a brand new kind of business model that will certainly sparks new height in the unit trust industry.
... Continue reading »
9 months ago
if I plan to keep my fund for more than 5 years, I buy the traditional fund ... 5%/10 years = 0.05%
If I plan to keep the fund for only 3 years, then I should buy this wrap fund ?
9 months ago
normally unit trust is passively managed by investor .. it is like buy and
forget
but with the wrap account, where switching is free, you can do as much
switching and balancing as possible
And your advisor should help you to do that or advise you to.. that's more
pro-active
6 months ago
6 months ago
1. have to untie from your previous Unit trust company (meaning resignation)
2. Have to get the CFP or RFP (all modules)
3. Have to get the CMSR license
4. Register with FMUTM as CUTA UTC
regards,
KCLau
http://kclau.com Money Tips
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