Brainstorm 27-Jul-2009: JUST Unit Trust Agency

Jas has given me a chance to lead our agency brainstorming today as she is at MyDin USJ for Public Mutual booth promotion for the week.

1. Public Mutual Updates

as in the memo:

  • Online guidelines – be careful on mentioning about Public Mutual whether online or offline. You need to get approval first
  • Agent’s FMUTM aka FMIMM renewal fees – back to individual anniversary date
  • Allan See complimentary seminar tomorrow 2pm to 6pm at JSS, Menara Public bank KL.
  • Change of Address and Mobile Phone of investor must be supported by original documents of utilities/mobile phone.
  • New QFR is released. Get your copy kat your mailing address or you can get one copy at Public Mutual branch

2. Market Outlook – – see Starbizweek 25-Jul-09. Three hand-outs given.

  • KLCI is lagging compared to other regional bourses – chances to catch up is high so rush your sales NOW
  • Foreign investor volume in KLCI alst month is at the lowest for more than a decade. Imagine if the foreign investors come in again.
  • The worst is over

3. JUST Family Day on 8-Aug-09 at Kingfisher Ulu Langat 2pm to 7pm

  • Committee members were elected
  • Fees: RM10 for > 10 y.o and RM5 for < 10 y.o
  • Makan: Jas and AMs sponsor
  • Give your name to Farehin by 31/7/09 so that we can budget whether we want to bring 2 ekor kambing atau 3 ekor kambing untuk di barbeque
  • Travel & Logistic: Arif & Nazri
  • Games telematch: Syed Ali, Maimunah, Hasimah’s daughter
  • Gifts: Ju & Zarina
  • Makan: Jas and Simah
  • Video/gambar: Raimy
  • Dah confirm hadir:

Don, Nazri Raimy, Zam, Arif, Azah, Syed Ali and Intan

  • Dah confirm tidak hadir:

K.Aishah ke Ipoh

  • Aturcara 12pm – 4pm – makan dan mandi sungai
  • Aturcara 4pm – 6pm -Telematch
  • Aturcara 6pm – 7pm – Kemas dan balik

4. Sales Tracking: Top 5 highest sales of the week

  • Arif
  • Jas
  • Farah
  • Hazri the Don
  • Wan Suzana

5. Sharing Session

  • Hazri the Don (new Unit Trust Consultant)

– Call 15 cold prospect, meet 3 and close 2

  • Arif Ismail

– Closed existing clients


Arif Ismail, Kak Azah and Caliph Consultants are conducting a FREE Saturday 11:30am one-hour seminar on how you can be a successful unit trust agent. Register at or call us at 013-3640043. First come first serve basis. We can accommodate only 10 participants per session.

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