Public Bank Unit Trust Consultant
Public bank a complete one stop financial portal offering a range of accounts credit cards loans deposits and other financial aids for our personal and commercial customers.
Public bank unit trust consultant. Contact their servicing unit trust consultant 4. Ex public bank unit trust consultant reprimanded for breach of ethics theedge tue mar 05 2019 10 40am 1 year ago kuala lumpur. For pmb investment the consultants are authorised unit trust consultants and institutional unit trust advisers iuta such as apex investment services berhad phillip mutual berhad and ifast capital sdn bhd. I m an unit trust consultant and i can tell you that unit trust investment is heavily based on the market performance.
I became a unit trust agent of public mutual since 2005. Unit trust consultant at public mutual berhad the scope of work o assist clients to analyze their financial situation to achieve financial freedom establish their investment goals propose an. Please enquire qfr quarter 4 year 2018 from your agent and ask him to explain to you. Unit trust agent generate income from personal financial services with.
We offer a comprehensive range of products comprising conventional and shariah based unit trust and prs funds as well as financial planning services. In fact with the right methodologies we can achieve it together potentially 5 10 years earlier. If you re coming into the market by year 2018 then big chances that you re losing money. Tan was found to be in breach of clause 3 3 1 of fimm s code for dealing with the marketing and.
The federation of investment managers malaysia fimm has publicly reprimanded raymond tan tian jwu a former unit trust consultant utc with public bank bhd pbb for breaching its code of ethics concerning the selling of unit trust funds not distributed by his employer. Public mutual utc connect is an online facility as such you may be exposed to the risks associated with hardware and software failure. Public mutual berhad a wholly owned subsidiary of public bank is a top private unit trust management company and leading prs provider in malaysia. I have a great passion to empower people especially families with children in their 20 s 40 s to build a stream of retirement income regardless of market condition.
The federation of investment managers malaysia fimm has publicly reprimanded raymond tan tian jwu a former unit trust consultant utc with public bank bhd pbb for breaching its code of ethics concerning the selling of unit trust funds not distributed by his.