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Total questions: 10
Worksheet time: 2mins
What is the name of the First Islamic fund?
Public Islamic Equity Fund
Piblic Islamic Dividend Fund
Public Ittikal Fund
Public Asia Ittikal Fund
Below are several misconceptions about investing in Unit Trust except :
Quick Gains
Guarantee Returns
Yearly Distributions
Invest Mid to Long Term
Investors need to understand the _____, benefits and limitations of Unit Trust investing before they invest in a particular fund.
purpose
concept
investment
Choose the correct answer regarding Private Retirement Scheme (PRS) ?
Mandatory contributions made to EPF
A voluntary long-term contribution scheme
Up to RM2,000 tax relief per year
Maintained in two sub-accounts; Account 1 & Account 2
What are the benefits of Investing through EPF-MIS ?
No Cash required
Diversify investment with selected overseas & domestic funds
Opportunity to optimise EPF savings
All the above
The amount that you can invest using your EPF-MIS is ____ of savings in excess of the Basic Savings required in Account 1.
10%
30%
20%
100%
We manage ___ unit trust funds, 4 wholesale funds and 9 PRS funds with a total NAV of more than RM104 billion^
^The Edge Lipper, 22 Nov 2021
161
150
155
165
Public Mutual strives to live up to six core values :
Excellence, Commitment, ____, Innovation, ____, Integrity
Caring, Teamwork
Honesty, Accountability
Fairness, Promise
Public Mutual has won a total of ___ awards to date.
470
471
460
461
What are the privileges & benefits as a Mutual Platinum members?
Free Maximum Insurance /Takaful of RM1,000,000
Enjoy 5 free Will/Wasiat writing services with PB Trustee
15 times switching charge waiver
Free Maximum Insurance / Takaful of RM750,000
