大众信托基金顾问可以经销的大众银行产品与最新通告！

Takumi

大家加油!

Takumi

Takumi

Increase Fund Size for Public Far-East Property and Resorts Fund (PFEPRF), Public China Select Fund (PCSF) and Public Islamic Asia Dividend Fund (PIADF)

Date                :  10 August 2007 To                  :  All Unit Trust Consultants From                :  General Manager                        Agency Operations Department Increase Fund Size for Public Far-East Property and Resorts Fund (PFEPRF), Public China Select Fund (PCSF) and Public Islamic Asia Dividend Fund (PIADF)                    We are pleased to inform you that we have obtained approval from the Securities Commission for the increase of fund size for: 1.Public Far-East Property and Resorts Fund (PFEPRF) from 1.5 billion units to 2.25 billion units 2.Public China Select Fund (PCSF) from 5.0 billion units to 6.5 billion units. 3.Public Islamic Asia Dividend Fund (PIADF) from 5.0 billion units to 6.5 billion units. We would like to take this opportunity to encourage you to continue promoting the funds. If you require further information, please do not hesitate to contact Agent Service Section at 03-6279 6900.

[ 本帖最后由 Takumi 于 11-8-2007 11:52 AM 编辑 ]

Takumi

新基金的名字是大众回教亚洲平衡型基金（PIABF）。
风险评级是中下风险。
会在8月21号上市发售。
销售费用还是保持5.45%。
基金发售价是RM0.25。
投资超过RM5K的NAV有免费保险保障（GTL and GPA only)-->Only for Cash Investment ONLY!

共勉之

好像很不错！！
看来可以考虑兼职，赚点外快也不错！！
（不过小弟知识不够，怕无人子弟，还是自我进修后在打算吧。 ）

Takumi

Launch of Public Islamic Asia Balanced Fund (PIABF)

Date                :  14 August 2007

To                    :  All Unit Trust Consultants

From               :  General Manager
                           Agency Operations Department
___________________________________________________________________________


AOD/sales/tif/2007/08-03
                                       
Launch Of Public Islamic Asia Balanced Fund (PIABF)

We are pleased to inform you that Public Mutual will launch the Public Islamic Asia Balanced Fund (PIABF) on 21 August 2007 (Tuesday).

	Public Islamic Asia Balanced Fund (PIABF)
Main Features	To provide income and capital growth over the medium to long-term period by investing in a portfolio of investments in domestic and regional markets that complies with syariah requirement.
Asset Allocation	% of NAV Equity = 40% to 60% (Up to 60% of the fund’s NAV can be invested in select foreign markets which include Japan, South Korea, China, Taiwan, Hong Kong, Philippines, Indonesia, Singapore, Thailand, Australia, New Zealand, and other approved markets.
Target Market	Investors with conservative to moderate risk-reward temperament and preference for receiving regular income and respectable measure of capital growth.
Offer Period	21 August 2007 to 10 September 2007
Issue Price	RM0.25 NAV per unit
Service Charge	During offer period: Up to 5.45% After offer period : Up to 6.50%
Free Insurance	Free Takaful converage on Group Term Life with Total and Permanent Disability plus Group Personal Accident is provided for unitholders aged between 18-59 years with a minimum net asset value of RM5,000 at any point of time in PIABF. The amount of takaful is equal to the net asset value of units held in the ratio of RM1 takaful coverage of every RM1 net asset value of units held, subject to a maximum amount RM100,000 per unitholder of fund. Only individual investors who are first holders. (i.e. persons who are first named in the account/register) are entitled to the free takaful.
Switching during offer period	Switching Transactions involving Public Islamic Asia Balanced Fund are not allowed EXCEPT from low load units
Support Material	To support your sales effort, marketing material such as prospectus and fund fact sheet will be made available to you at your respective branches. The management will also publish the launch of Public Islamic Asia Balanced Fund in all major newspaper and announcement will be made on the company’s website.

For more information about the new fund, you may refer to the prospectus which will be available at all our branches at 9:00am on 20 August 2007 (Monday).Please do not hesitate to contact your respective Branch Manager or Agent Service at 03-6279 6900 if you need further information. In the meantime, a copy of the FAQ (Frequently Asked Questions) is enclosed for your reference.

Takumi

Takumi

http://www.publicmutual.com.my/article.aspx?id=6225

Public Mutual Sold More Than RM2.5 Billion for 3 New Funds

KUALA LUMPUR 13 August 2007 – Public Bank’s wholly-owned subsidiary, Public Mutual announced that to date, more than RM2.5 billion worth of units of its Public China Select Fund (PCSF), Public Far-East Property & Resorts Fund (PFEPRF) and Public Islamic Asia Dividend Fund (PIADF) were sold.


Chief Executive Officer Yeoh Kim Hong said the demand for PCSF has been tremendous with more than RM1 billion (or more than 4 billion units) worth of units of its PCSF sold since it was launched in June 2007. The Company has recently increased the fund size of PCSF to 6.5 billion units to cater to the high demand of this fund. She explained that PCSF is an equity fund that seeks to achieve capital growth over the medium- to long-term period by investing in a portfolio of investments in the greater China region namely in Hong Kong, China and Taiwan markets and including China based companies listed on overseas markets. The fund is suitable for investors with aggressive risk-reward temperament.


At the same time, Public Mutual’s recently launched property and resorts fund, Public Far-East Property & Resorts Fund (PFEPRF) also received good response from the investors. To date, more than RM500 million (or more than 2 billion units) worth of units were sold. Launched on 10 July 2007, PFEPRF is an equity fund that seeks to achieve capital growth over the medium- to long-term period by investing in companies that are principally engaged in property investment and development, hotel and resorts development and investment, and real estate investment trusts (REITs) in domestic and regional markets. This fund is suitable for investors with moderate risk-reward temperament.


The Company also announced that it has increased the fund size of its Public Islamic Asia Dividend Fund (PIADF), launched in April 2007, from the existing 5 billion units to 6.5 billion units. “The demand for this Shariah-based dividend fund is overwhelming. To date, more than RM1.12 billion (or more than 4.5 billion units) worth of PIADF units were sold,” Yeoh said. PIADF is a moderate-risk Islamic equity income fund that seeks to provide income by investing in a portfolio of stocks in domestic and regional markets that complies with Shariah requirements and which offer or have the potential to offer attractive dividend yields. The fund is suitable for investors with moderate risk-reward temperament who prefer to receive income while capital growth is secondary.


All these three funds are distributed by Public Mutual’s 20,000-strong unit trust consultants.


Public Mutual is the largest private unit trust company in Malaysia, and it manages 47 funds for more than 1,000,000 accountholders. As at 31 July 2007, the total NAV of the funds managed by the company was RM23 billion.

Takumi

Takumi

Public Islamic Asia Balanced Fund - DDI Campaign

Date   :           15 August 2007 To     :           All Unit Trust Consultants                          From   :           Lee Kean Gie                    General Manager                    Agency Operations Department _________________________________________________________________________ AOD/Sales/lpj/2007/08 - 08 LAUNCH OF PUBLIC ISLAMIC ASIA BALANCED FUND (PIABF)- DIRECT DEBIT INSTRUCTION (DDI) CAMPAIGNOur earlier memo dated 14 August 2007 (Ref : AOD/Sales/tif/2007/08-03) on the launch of new fund, PIABF, refers. We are pleased to inform that the DDI campaign is applicable to PIABF, during the offer period from 21 August 2007 to 10 September 2007.   Under this campaign, all successful DDI applications submitted must enclose together with PII forms to enjoy the special promotion service charge rate of 5.45% of NAV.    All other terms and conditions on DDI remains unchanged.    To recap, the terms and conditions for DDI is as below : 1)        Submission during the offer period together with PII form 2)        Minimum DDI amount is at RM100 3)        All DDI forms must be attached to the PII forms:             a)    DDI through Public Bank             i)    To use only the DDI authorization in the PII form (bottom portion)             ii)   Separate DDI form is not allowed             b)     DDI through Maybank / BSN             i)     The DDI form must be attached/stapled together with the PII                             form, and submit to Public Bank 4)        Investor will not get to enjoy the special promotion service charge rate of             5.45% in the event any of the following occurs :             a)         Change of DDI amount (increase or decrease)             b)         Full redemption of the account             c)         Full switching of the account             d)         Full transfer of the account             e)         Termination of the DDI             f)         Any other variation(s) to the DDI 5)        The effective crediting date of the DDI is on the 15th of every month, as             compared with the normal crediting date of 8th or 18th of every month.             Kindly ensure that the crediting date of 15th is indicated in the DDI           forms/section itself.

[ 本帖最后由 Takumi 于 16-8-2007 10:47 PM 编辑 ]

Takumi

http://www.publicmutual.com.my/article.aspx?id=6241

Public Mutual To Launch An Overseas Islamic Balanced Fund

Public Bank’s wholly-owned subsidiary, Public Mutual will launch a new overseas Islamic balanced fund on 21 August 2007 (Tuesday), i.e. the Public Islamic Asia Balanced Fund (PIABF). The fund comes with free takaful coverage of up to RM100,000 per qualified unitholder. Terms and conditions apply. Public Mutual’s Chairman Tan Sri Dato’ Sri Dr. Teh Hong Piow said PIABF is an Islamic balanced fund that seeks to provide income and capital growth over the medium- to long-term period by investing in a portfolio of investments in domestic and regional markets that complies with Shariah requirements. “Up to 60% of the fund’s net asset value (NAV) can be invested in selected regional markets which include Japan, South Korea, China, Taiwan, Hong Kong, Philippines, Indonesia, Singapore, Thailand, Australia, New Zealand and other approved markets. The equity exposure of PIABF will generally range from 40% to 60% of its NAV,” he continued. According to Tan Sri Teh, the fund allows investors the opportunity to invest in a balanced approach where investments are made in domestic and regional Shariah-compliant equities and Islamic debt securities in near equal proportion to spread out the risks. “PIABF is suitable for investors with conservative to moderate risk-reward temperament with preference for receiving income and a respectable measure of capital growth,” he added. The issue price / NAV of PIABF is at RM0.2500 per unit during the 21-day initial offer period of 21 August 2007 to 10 September 2007. During the offer period, a promotional service charge of 5.45% of NAV per unit is extended to the purchase of units of PIABF by investors. Investors who opt for Direct Debit Instruction with PIABF during the offer period will also enjoy the promotional service charge of 5.45% of NAV per unit for as long as the Direct Debit is active. Terms and conditions apply. The minimum initial investment for the fund is RM1,000 and the minimum additional investment is RM100. PIABF is distributed by the 20,000-strong Public Mutual unit trust consultants. Interested investors can contact any Public Mutual unit trust consultant or call its Customer Service Hotline at 03-6279 5252 for more details of the fund. Public Mutual is the largest private unit trust company in Malaysia, and it manages 47 funds for more than 1,000,000 accountholders. As at 31 July 2007, the total NAV of the funds managed by the company was RM23 billion.

[ 本帖最后由 Takumi 于 20-8-2007 09:48 PM 编辑 ]

Takumi

Date   : 22 August 2007

To       : Unit Trust Consultants

From  : General Manager
        Agency Operations Department
AOD/Sales/oey/2007/08-11


Investment Talk on 29th August 2007

We are pleased to inform you that 2 similar sessions of Investment Talk will be conducted on 29th August 2007 (Wednesday).

Details are as below:
        Session 1
        Venue              : Tropicana Golf & Country Resort (Ballroom 1 & 2)
        Programme    :  9.30 a.m.     Registration
                                  10:00 a.m.    Investment Talk
                                  11:30 a.m.    End of Session
        Session 2
        Venue              : Tropicana Golf & Country Resort (Ballroom 1 & 2)
        Programme     : 7:30 p.m.     Registration
                                    8:00 p.m.     Investment Talk
                                    9:30 p.m.     End of Session

Kindly bring along your FMUTM authorisation card for registration.


[ 本帖最后由 Takumi 于 24-8-2007 11:51 AM 编辑 ]

zicheng

请问新的agent也可以refer loan吗？ Agent要cross selling有条件吗？

Takumi

原帖由 zicheng 于 25-8-2007 03:34 PM 发表
请问新的agent也可以refer loan吗？ Agent要cross selling有条件吗？

至少要达到MFAS这个阶级才能经销汽车与房屋的贷款。

大大代答咯！谢啦！
小弟暂时还不是UTC，暂时还在考虑的阶段，
不过听说目前就算要考试也要等至少1个月以上才行，是不？

zicheng

Takumi大大，请问为什么大众基金有free insurance?真的没有charge吗？那么大众不就要自掏腰包给保险公司？

^ska^

第21楼的我看不是很明叻...
MFAS  MFAM什么来的???
还有他的subsidy6.5%怎样说???

Takumi

原帖由 zicheng 于 26-8-2007 12:51 AM 发表
Takumi大大，请问为什么大众基金有free insurance?真的没有charge吗？那么大众不就要自掏腰包给保险公司？

目前有免费保险保障的基金大部分都是平衡型基金。
平衡型基金多数会有免费保险保障是因为平衡型基金属于中下风险型的基金。（股票比重不高，最多才60%而已）
因为股票比重不高，所以导致长期投资回酬不受到看好。
所以免费保险保障是其中一个主要卖点。
不是大众信托自动调腰包帮投资者给保险公司。
是有附带条件的。
例如PFEBF与PGBF是必须投资至少RM5KNAV才能得到AIA的保险保障。

共勉之


[ 本帖最后由 Takumi 于 26-8-2007 09:05 PM 编辑 ]

Takumi

原帖由 ^ska^ 于 26-8-2007 12:00 PM 发表
第21楼的我看不是很明叻...
MFAS  MFAM什么来的???
还有他的subsidy6.5%怎样说???

MFAS是大众信托基金顾问第三高的阶级。全名是Mutual Fund Agency Supervisor。
MFAM是大众信托基金顾问第二高的阶级。全名是Mutual Fund Agency Manager。
这subsidy 6.5%我也不太清楚。
不过我会到大众银行去了解详情。

共勉之

^ska^

原帖由 Takumi 于 26-8-2007 09:15 PM 发表


MFAS是大众信托基金顾问第三高的阶级。全名是Mutual Fund Agency Supervisor。
MFAM是大众信托基金顾问第二高的阶级。全名是Mutual Fund Agency Manager。
这subsidy 6.5%我也不太清楚。
不过我会到大众 ...

这些阶级要多少sale才可以到??