Personal Finance Money Tips - Latest Comments in How Fundsupermart will Revolutionize the Unit Trust Industry in Malaysia

Re: How Fundsupermart will Revolutionize the Unit Trust Industry in Malaysia

Kris — Wed, 17 Dec 2008 11:19:43 -0000

This is really cool. I heard this before from my Singaporean friend. How do we partake in this revolution etc as agent, etc..

Re: How Fundsupermart will Revolutionize the Unit Trust Industry in Malaysia

quange — Wed, 17 Dec 2008 10:29:20 -0000

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 the CMSR license
4. Register with FMUTM as CUTA UTC

regards,
KCLau
http://kclau.com Money Tips
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Re: How Fundsupermart will Revolutionize the Unit Trust Industry in Malaysia

quange — Tue, 07 Oct 2008 03:11:08 -0000

of course you can think like this
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

Re: How Fundsupermart will Revolutionize the Unit Trust Industry in Malaysia

mtsen.com — Mon, 06 Oct 2008 11:40:14 -0000

this is cool, can I also think like this ?

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 ?