1. Menjelang Ramadhan – jaga amalan agama. Many benefits that Allah will give in Ramadhan. So all unit trust consultants at least dapat khatam Quran sekali in Ramadhan
2. Iceberg Theory – Rajen Devadason input
is like subconscious and conscious mind (7/8 plus 1/8 respectively)
– don’t let you sub-conscious mind be in vacuum, because it will be filled with negative thoughts
3. Buka Puasa with Azizi Ali and Irfan Khairi at MPH 1 Utama 27-Aug-09 and 29-Aug-09 7-8pm respectively. Register with marketing@mph.com.my
4. Group activities:
– calendar design: Nazri, Raimy, Juliana & Syed Ali
– sales kit design: Nazri, Raimy, Juliana & Syed Ali
5. UTC survey form – to be completed
6. CPF form
– new CPF 9N: effective 1-Nov-09
– scan IC must be cleared in an A4 paper
7. GAM gathering with management – 60 GAMs in the first session
8. Market size as at 31-May-09
rank in ascending order
1. Public Mutual
2. AM
3. CIMB
4. OSK-UOB
5. Prudential
9. MAAKL
Market size as at 30-June-09
rank in ascending order
1. Public Mutual RM30.6b = 43%
2. AM
3. CIMB
4. OSK-UOB
5. Prudential
9. MAAKL
The growth rate for Unit Trust Management Company
PMBÂ Â 40.7%Â 41.5%
AMÂ Â Â Â 12.2%Â 12%
CIMBÂ 12.4%Â 12%
What does this mean to you. Public Mutual market share is growing. It is easier to sell Public Mutual funds now.
9. Compare US and China economy
GDPÂ Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â USD14TÂ Â Â Â Â Â USD 4.4T
world GDPÂ Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â 21%Â Â Â Â Â Â Â Â Â Â Â Â 6.45%
Consumer Spending        70%            40%
Savings                     fr 0% go to 7%
From the size of GDP above, China may not beat the US economy, but it can take over Japan economy.
The biggest economy in the world now, the G3: US, Europe and Japan. In the future it will be only 2 i.e. US and China only.
9. Training on 15-Aug-09 9:30 am to 1:00pm by Jas on Corporate Proposal
10. Market Outlook – use your own judgement. This is a guide only.
Dow Jones – 1 year view: price and volume increase
5 years view: double shoulder formation. Target 12,000 by …
Hang Seng – 1 year: naik but slowing down
5 years view: double bottom formation, target 23,000. It is almost there.
long term view: resistance could be 23,000
KLCI – 1year – price up but volume remain small compared to may 2009
resistance 1200, support 1100
So give your investor fund yang banyak cash: IDF, ISTF, ISSF
Else you split into money Market Fund and Aggressive fund like IOF
5 years – tripple bottom. resistance 1200 support 1170
long term view – will it be a bear really.???
US unemployment rate has reduced. US is on the road of recovery.
11. Weekly Sales Tracking
- Jas
- Arif
- Syed Ali (shared his experience closed 2 clients cash case for more than RM100k)
12. Question and Answer
a. How to switch DDI fund into a more agressive fund.
Tinggalkan RM1000 in the existing fund and keep the DDI. Put the remaining into the new desired fund
b. Retirement Plan
- How to use Capital Liquidation technique
- How to use Capital Retention technique
13. Berita Terkini JUST Unit Trust Consultants
- Kak Aishah in Seremban KPJ hospital – slip disc – Semoga Kak Cha cepat sembuh
- Kak Simah demam – Semoga cepat sembuh
- Jamiah dapat anak ke 5 – Congratulation Jamiah
——————————————————————————————————————————
Arif Ismail, Kak Azah and Caliph Consultants are conducting a FREE Saturday 12:30tgh one-hour seminar on how you can be a successful unit trust agent. Register at www.myUnitTrust.com/seminar or call us at 013-3640043. First come first serve basis. We can accommodate only 10 participants per session.