Unit Trust (Mutual Fund) Consultant Schedule Jul-07

The following is updates for our unit trust agents: 

  1. RECRUITMENT

Biz Preview·         every Wednesday @ Cheras Office ·         8pm-9.30pm 4 july            : na11 july          : facilitators Zaidah & Jaslinah18 july          : na25 july          : Grand Biz Opty Preview (at Legend Hotel, 7.30pm) 

  1. SKILL TRAINING

Group Training organized by Azizah Saad·         every Wednesday @ Cheras Office ·         5pm-7pm 4 july            : na11 july          : trainer Jamali18 july          : trainer Saidatul25 july          : na 

  1. FINANCIAL TALK

Stock & bond market review & outlook by Fund Managers·         4 july @ Legend Hotel (Grand Ballroom @ Level 9) ·         7pm – 9pm 

  1. CPF Investment Scheme – SPECIAL PROMOTION

2 – 31 july CPF investment into certain funds will enjoy service charge of only 5.45%. 

  1. NEW FUNDS

New funds to be launched 10 july 2007 for CASH only, are : ·         NEW FORMS

Get the New Transaction Forms (CPF & cash) from all Public Mutual branches. Old forms can be exchanged with the new ones. The change in forms is to accommodate the SINGLE PRICING REGIME wef 1 july 2007. Best regards,Jaslinah 

1 thought on “Unit Trust (Mutual Fund) Consultant Schedule Jul-07

  • bro, u shud keep this kinda monthly updates/schedule going..let say…put it somewhere around the corner..maybe..just a suggestion lah..

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