Agency Meeting January 2024

In what condition UTC can make investment over the counter?

• UTC can make any investment over the counter.

• Opening new account with a new Jointholder, investment amount not more than RM1000.

• Additional investment into existing fund account.

• Opening new account with a new Jointholder with no limit of investment amount.

What are the coverage and benefits provided by the complimentary insurance included with Public Mutual funds held by unitholder?

• Death

• Total & Permanent Disability (TPD)

• Partial & Permanent Disability (PPD)

• Personal Accident

• All of the above

When will the PBB Direct Debit Authorisation (DDA) be terminated automatically?

• Deduction are consistently not made for 3 months.

• Deduction are consistently not made for 1 year.

• Deduction are consistently not made for 6 months.

Where can UTC check the rejection status of their submission of SA, EPF and DDI?

• Investor Engage

• UTC connect - OLE

• UTC @ Work

• CAMS2

Unitholder Miss A is a Public Mutual investor since 2014. Her birthday is on 25/6/1963 and her age is now 60 years 7 months. Does Miss A need to review her SA?

• Yes

• No

Will there be switching charges imposed for switching of units under the EPF scheme?

• Yes

• No

Where can we check the non business day for Public Mutual funds?

• Public Mutual Website

• UTC @ Work

• CAMS2

When will the use of SMS Personal Authentication Code (PAC) discontinued for transaction in PMO?

• End of January 2024

• End of February 2024

• End of March 2024

• End of April 2024

Is a 70 years old unitholder eligible for tax relief by investing in Private Retirement Scheme (PRS)?

• Yes

• No

How many days does the redemption proceed take for Public Islamic Money Market Fund (PIMMF) when a unitholder redeem through PMO?

• T + 1

• T + 2

• T + 4

• T + 5