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.

HAPPY NEW YEAR

May you have a most prosperuos new year!!!

From: OV council member

Training Schedule Jan ~ Apr 2010

Please click to image for full screen viewing.
May our training providing some useful information and tool to promote UT as saving tool.

“Moving Forward” ……. with 3 E's

Thanks to President Frankie Lim for giving me this opportunity to pen a few practical points to inspire all of you. 8 months have gone and it is timely for us to ask ourselves a very thought provoking question “What do I want to achieve in Public Mutual?”, “Where am I now?”. As we are gifted with this “preferred business model” in a sunrise industry, we can strive to “Move Forward” by applying the 3-E’s in our business career -

ENERGY
ENTHUSIASM
EMOTIONAL QUOTIENT

Scientists have proven that everything is Energy and it is up to us to attract Positive or Negative energy.

“Think you can – Think you cannot – either way you are right”.
We all have the power to choose – you can Think BIG or Think SMALL.

Start every morning with positive affirmations like
“I am a wealth building Machine”;
“I am closing more Mutual Gold investors”;
“I am attracting big cash sales today”.

Nearly 3 years ago, I decided that I want to close quarter million Mutual Gold investors and true enough I was able to attract those investors to me.

Next come Enthusiasm which is affected by our belief and commitment in ourselves and the professional services we are offering. When you are excited and passionate about what you do, the chances of closing the deal is much higher. Remember the basics in unit trust investment, understand the economic clock & apply asset allocation. Every downturn or correction is an opportunity for investors to accumulate more units, so any time is a good time to invest.

Last but not least, “Emotional quotient” which is caring for the investors and treating their money like our Own. Service support and relationship building can add value to our “assets”. We are in this business for long term and we want to have loyal customers, who will in turn build up our “Asset Under Management” and give us a strong pipeline of Career Benefit.

As we have another 4 months to achieve our goals, my closing message is “Words can inspire, thoughts can provoke but only ACTION can bring you closer to your dreams – so take ACTION TODAY”.

By: Susan Tu (Vice President)

CHASE FOR YOUR DREAMS – MELISSA LEONG

I was an insurance agent prior to joining Public Mutual in May 2005, so selling and educating my clients to save and plan for their future are natural to me. Initially, I did wonder about this business and income potentials with direct commission of only 2.85% (then) while it is as high as 40% in insurance. After my GAM, Lee Peng, shared that her monthly income was 5 figures after building her business for 5 years, I obediently attended all the trainings organized by my GAM and One Vision.

I built my client base through road shows within Klang Valley and my warm market. I also approached my existing insurance clients, friends and relatives. However, I do find direct approach in road shows more challenging. As the saying goes:- when the going gets tough, the tough gets going.

First 2 years, I really spent time on building my client base. I juggled my time between my work and my family. Keeping me energized and confident all the time helped. Fortunately, I am blessed with an understanding husband and a good maid to take care of our children and housework. After three years, I reduced my road show activities and focused on servicing and getting referrals from existing clients.

My future plan? My promotion to GAM level. I plan to recruit more agents, especially from my existing clients and friends. I believe as a GAM, I would have more convincing power in recruitment and agency building. Nevertheless, continuing to attend trainings to further enhance knowledge and skill is still important. Being part of OV, I find that all the leaders share generously, especially OV "tai koh", Gary Chow, whom I admire a lot.

We are in a long term Win-Win business where our happy clients will be satisfied with their investment growth and we with our income growth . My vision for my business is to help my clients to achieve their financial freedom as well as mine. Financial freedom means "Have enough money and time to do what you want to do".

Last but not least, I urge all UTCs to chase for their dreams and make them come true!

EPF MEMBERS INVESTMENT SCHEME procedure... SPECIAL CAUTION WHEN FILL-IN THE FORM!!

1) KWSP 9N Forms –
a) Must be completed in BLOCK LETTERS and in BLACK INK.
b) Must be clearly written.
c) Thumbprints must be affixed fully within the box, and in black ink.

2) EPF Investment Application Forms
a) Must be completed in BLOCK LETTERS and in BLACK INK.
b) Must be clearly written.

3) Photocopy NRIC
a) Must be photocopied on A4-size paper and clear.
b) Thumbprints must be affixed below the NRIC.

To ensure that the scanned images are clear and data is captured accurately through
ICR (Intelligent Character Recognition) for fast transmission to EPF, please adhere to
the above guide.

For further details please refer to company memo.

Investment Talk on 4 November 2009 for member only

Venue : Tropicana Golf & Country Resort (Ballroom 1 & 2)
Programme : 7:45 p.m. Registration
8:15 p.m. Investment Talk
9:45 p.m. End of Session

PM branch extension operation hours

Bangsar Mon & Tue (until 7:30pm), 2nd Saturday (9am ~ 1pm)
Cheras Mon (until 7:30pm), 1st Saturday (9am ~ 1pm)
DSP Wed (until 7:30pm), 3rd Saturday (9am ~ 1pm)
Klang Wed (until 7:30pm), 2nd Saturday (9am ~ 1pm)

Sonny khoo Says ...

“I started my career with two foreign banks and a foreign trading company involved mainly in currency trading for more than 10 years. Today, I run a Financial Services Business with my wife, Kwan.

Having a reasonably large clientele and believing that selling is a lifestyle, I often share about wealth creation and management, and am always prepared for on-the-spot presentation. I encourage my clients to refer at least one to three prospects a year. I believe educating and professional service to my clients are important and the key to unlocking their purse.

OV Training is where I gathered lots of knowledge, ideas and tips from experienced leaders in a one-hour session which I would otherwise have taken weeks or months to research. Why reinvent the wheel? I have faithfully used whatever I have learned in OV Training to enhance my presentation and closing skills.

When I first started, I used to joke that my phone number was 247365. People asked, ‘Why only 6 numbers?”. To me, 24 hours a day, 7 days a week, 365 days a year is a good time to sell. That is essential when we first start our business - 99% hard work. Nowadays, I try to make weekends for family and holidays a must. Weekdays should be dedicated to work.

My plan for this year and next is to increase my personal sales and recruitment activities. The aim is to recruit more dedicated agents to meet my group sales promotion quota.

Motivation is one of the keys to success. To keep myself motivated, I read a lot to improve my knowledge and to develop myself. $$$ is also a major motivation, though what you do with it is most important – being able to bless others as much as I am blessed. So long as I do my part, I believe God would help me to achieve my highest potential. In short my motivation is God first, then family, friends and community.