Wednesday, December 15, 2010

2011 One Vision Training Schedule (Jan-Mar)

One Vision is pleased to announce that there will be a ceremony to launch
2011 Theme - "Dynamic Growth"
A speech will be delivered by our incoming President, Mr. Henry Wong and witnessed by Mr Chooi, PM Bangsar Branch Manager.
The training session - "Build a Lucrative Venture with PM" will follow suit.

Monday, September 6, 2010

Monday, May 3, 2010

Wednesday, April 28, 2010

Thursday, January 28, 2010

IMPORTANT NOTES FOR UTC's ACTION



Kindly pls take note of the following:



  1. SD Form: all existing UTCs (joined us before 1/1/2010 i.e. last year 2009 & before) are REQUIRED by Federation of Investment Managers of M'sia (FIMM) to sign a copy of "Statutory Declaration of Continuous Eligibility Requirement as UTC" (the attached PDF file). PMB UTC CODE = Agent Code. You can submit to any Public Mutual nationwide branches during office hour ASAP on/b4 April 2010!! NOTE: You are required to sign this every two years!!

  2. PRE-INVESTMENT FORM: w.e.f. 12/2/2010,This form must be signed by clients n agents in the following 3 conditions:
    Switching to NEW Funds;
    All PII cases;
    Only one form per fund
    NOTE: NEW Funds, in this case, mean a new fund account for the clients and also PII case for agents.
    NOTE: Clients with PMO (ie. Public Mutual Online) are exempted from signing hard copy form.

  3. CPD POINTS: Compulsory 30 CPD points per year for every unit trust consultants. (Kinly pls enrol class for ur agency maintenance n promotion.)

  4. EPF submission:

Pls do not place cross on the address or numbers of the photostated i/c coz this will create unnecessary trouble for computer to read the document.


Do not enlarge the xeroxed i/c on A4 size paper.


Do not make the xeroxed i/c too dark. Also, the centre of the thumb print must be clearly stamped in the centre of the dotted box.


5. Master Prospectus: FIMM will randomly check UT agents closely on that! Kindly pls bring along Prospectus with you while having either appointment or roadshow.

Monday, January 18, 2010

Thursday, January 7, 2010

HAPPY NEW YEAR

May you have a most prosperuos new year!!!

From: OV council member