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WorksheetsWho is the best UTC in GEM?
Total questions: 20
Worksheet time: 10mins
How many unit trust funds in Public Mutual offer free insurance?
6
7
8
9
Which of the following does NOT contribute to Mutual Gold Qualifying Points (MGQP)?
Top Up EPF Investment
Invest in Bond Funds
Increase in NAV
Distribution
To Become AS, I must have attended Quick Start, Need Based Selling and Road to Entrepreneurship
YES
NO
Which of the following are NOT the shariah series from Public Mutual?
Public Islamic Enterprises Equity Fund
Public Ehsan Mixed Asset Conservative Fund
Public Islamic Balanced Fund
Public Islamic Alpha-40 Growth Fund
Does a LOW LOAD fund charge a service charge?
YES
NO
What is the sales charge for PRS?
3.75%
5.25%
3%
1.5%
What is the information that we can NOT find in UTC connect?
Client’s transaction
Downline's client list
Latest fund’s NAV
Asset Under Management
I have helped my client to do manual bank in for the first investment. However, the transaction does not appear in my CAMS2 after one week. What is probably the reason?
Initial amount is too little
Joint holder is a minor
The fund is e-series
No DDA is submitted
What is the commission rate of AS?
3.75%
3.32%
3.37%
3.28%
Which of the following is NOT the latest benefit of Mutual Gold?
Free Personal Accident Insurance
Free Will Writing
Free Trust Nomination
Free Car Park at Mutual Gold center
My client can use mobile number to register for PMO if she/he cannot find the fund account number
YES
NO
Which of the following funds can get tax exemption?
Money Market Funds
Bond Funds
PRS Funds
All of the above
John is 55 years old today. He would like to withdraw all his investments using EPF in Public Mutual. What will happen to the money after he did the redemption?
All monies credit back into his EPF account
The redemption is subject to EPF’s approval
He can get his money from his bank account
He will be charged 1% redemption fees
“To provide annual income to investors through investments in sukuk of companies in the infrastructure sector.”
The above is the fund objective of one of the Public Mutual Funds. What is the fund?
Public Sukuk Fund
Public Islamic Select Bond Fund
Public Islamic Infrastructure Bond Fund
Public Far East Telco & Infrastructure Fund
My client has enrolled as new investor via Public Mutual website, but they receive an email from HQ indicating that the IC copy is not clear. What is the fastest and easiest way to rectify this?
Fill a new investor form and submit the IC copies to the office
Upload the IC again using public mutual website
Go to the office and verify client’s IC using biometric in the kiosk
Call your upline to solve the problem
Who joined Public Mutual in 2018?
Michelle Lee
Elena Lu
Dolly Siao
Fish Wan
What is the total number of branches of Public Mutual in Malaysia?
29
31
30
28
Who is the CEO of Public Bank Group, Tan Sri Dato' Sri Tay Ah Lek?
Which of the following fund DOES NOT invest in technology sector?
Public Optimal Equity
Public Far East Alpha 30
Public China Titans
Public South East Asia Select Fund
Which of the following are the basic criteria to renew your UTC license? (can choose more than 1)
Personal Sales of RM35K
Cyber Security
18 CPD points
New Fund learning
SD form
