NO EXCUSES – NO BLAME – NO COMPLAINT
One last month with approx 15 sales days to countdown . Press that gear 4 or gear 5 to achieve your SALES GOALs.
Updates from Brainstorming this morning :
2. PRS is a new product and UTCs whom wish to sell and promote must have PRS license. UTCs with more than 3 years industry experience can attend 2 days Familiarization Program + submit docs/forms + RM100 for license. Others will have to take exam for licensing. Commission structure similar to EPF scheme.
3. New UTC EXAM – for newly recruited consultants wef 1 Dec 2012 required to attend and complete PRE CONTRACT TRAINING before taking CUTE exam
The Pre-Contract Training consists of the following 2 programs :-
||Understanding Unit Trust
(4 CPD Points)
||To equip new UTCs with the necessary knowledge of unit trust
and to prepare them to sit for the CUTE exam.
||Best Practices in
Marketing of Unit Trust
(8 CPD Points)
||To educate new UTCs on the best marketing practices and the code of
ethics, rules, guidelines and regulations of the authorities, KWSP and the Company.
With the above implementation, all new UTCs must now fulfill the following 3 requirements before they are allowed to
commence marketing of our unit trust products :-
i) Attendance of the Pre-Contract Training;
ii) Submission of the duly completed UTCs’ Compliance Form; and
iii) Passing of the CUTE exam.
4. System upgrade – the CAMS 2 briefing at SS2 Mall 10 Dec 2012, 10am [2 CPD Points].
5. Sales KICKOFF 10 Dec 2012 at One World Hotel – by invitation only.
6. PMB NAV RM50 billion and market share at 41% [see attached]
7. CEO’s message attached.
IMPORTANT – RM100 BY 7 DEC 2012 TO JASMA/JAS (or respective GAMs/PAs) for Goal Setting seats. Include a new venue, T-shirt (dress code jeans/similar to be worn with T-shirt), materials, makan. Lets enter year 2013 with a GOOD BLAST ! Sayangi diri anda, make resolutions, set life goals to achieve, make new habits and throw old, lousy ones. BE A BETTER YOU and ME ! EVOLVE !!!
Imagine one of the biggest Islamic Funds Manager, have only 12.6% bumi Group Agency Manager. Where are the bumis. Only 39 Group Agency Manager. If you have the desire to build your own business, can you see this huge business opportunity…
Arif Ismail and Caliph Advisors are conducting a FREE Saturday 10:00am one-hour seminar on how you can be a successful unit trust agent. Register at www.myUnitTrust.com/seminar or call us at 010-4203521. First come first serve basis. We can accommodate only 10 participants per session.