WorksheetsWarriors Emas/Elite Club 2023
Total questions: 15
Worksheet time: 9mins
Below are the new Sales and Recruitment Campaigns in 2023 , except...?
2023 Kick Start Campaign
Multiply Your Investor Base Campaign 2023
2022 Bonus NSC Points Bonanza
Recruitment Campaign 2023
From Recruitment Campaign 2023, recruiters will receive ( ) cash reward for every 2 Qualified New Recruits who bring in Qualified Personal Sales of ( ) each during campaign period.
RM 50,
RM 1,000
RM 100,
RM 1,000
RM 100,
RM 10,000
RM 200,
RM 10,000
Which campaign will reward to UTCs with 3000 bonus NSC points if UTC managed to close new investor RM1,000 + DDA?
Kick Start Campaign 2023
PRC Campaign 2023
35th NSC/AAN 2024
Multiply Your Investor Base Campaign 2023
Under Multiply Your Investor Base Campaign 2023, the Qualified New Investor defined as below. Except...?
First time invest with Public Mutual
At least RM 1,000 cumulative investment via form
Has successfully enrolled via e-NIF platform & invest RM1,000 via PMO
has successfully make a cumulative investment of at least RM 1,000 into equity/balanced/mixed assets fund and/or PRS funds
On 3 January 2023, UTC James brings in 5 Qualified New Investors. 3 of his investors are enrolled RM 100 DDA on the same day. How many lucky draw entry(ies) and bonus NSC points will James receive?
1 Lucky draw entry,
0 Bonus NSC point
3 Lucky draw entries,
3,000 Bonus NSC points
11 Lucky draw entries,
9,000 Bonus NSC points
15 Lucky draw entries,
15,000 Bonus NSC points
Under PRC Campaign 2023, investor A who is aged 47 contributes RM 30,000 into PRS fund on 13 February 2023. On 28 April 2023, investor B who is aged 52 contributes RM 5,000 into PRS fund. How many bonus NSC points will receive by UTC Shirley as their servicing UTC?
30,000 bonus NSC points
39,000 bonus NSC points
45,500 bonus NSC points
75,000 bonus NSC points
For Birthday Special Promo 2023, investors can enjoy a special sales charge of ( ) into equity/mixed asset/balanced funds and ( ) into bond/sukuk funds for two consecutive months starting from their birthday month when invest via PMO or Pocket-PMO, and click on "Apply Special Birthday Promo".
3.75%,
0.75%
3.65%,
0.65%
3.70%,
0.60%
3.65%,
0.50%
Muhamad bin Rosli is our mutual gold who invests RM 10,000 for 3 transactions via PMO during his birhtday month. How many lucky draw entry will he entitles?
1 Lucky draw entry
2 Lucky draw entries
3 Lucky draw entries
4 Lucky draw entries
Under Birthday Special Promo 2023, both Bryan and Nelson are our Mutual Gold Elite who are also our lucky draw winners. Each of them win RM 1,000 worth of PIOF units in Period 1. UTC Yvoone as their servicing UTC will win for...?
RM 1,000 worth of PIOF units
RM 1,500 worth of PIOF units
RM 2,000 worth of PIOF units
None prize will be entitle
Which of the below statement is NOT TRUE about Add Joint Holder to Single Name Account via PMO?
Investor who aged 18 years old and above without PMO subscription
Only can add immediate family members such as parents, spouse, grandparent or grandchildren as Joint Holder
Unitholder can add joint holder via PMO or form
The administration fee of add joint holder via PMO and Form are RM 10 and RM 30 respectively
The waiver of administration fee for adding Joint Holder via PMO or Form will be extended to...?
28 February 2023
31 March 2023
30 April 2023
31 May 2023
Rearrange the following steps of adding Joint Holder via PMO in the correct order:
i) First Holder has to login PMO to add Joint Holder to his/her single name account.
ii) Both First Holder and Joint Holder will receive email notification about the status of maintaining family relationship.
iii) Joint Holder has to login PMO to give consent to be maintained as a family member of the First Holder.
iv) First Holder logins to PMO to maintain family relationship by uploading documents to prove the relationship.
i, ii, iii, & iv
iv, iii, ii & i
i, ii, iv & iii
iv, ii, iii & i
To better facilitate UTCs with their business presentations and after-sales services as well as the sharing of investment knowledge and campaigns with their investors, UTCs will be able to view the following in the new module:
UTC Connect
U@Biz
CAMS2
Investor Engage
What benefits to UTCs for accessing via Investor Engage from UTC Connect?
Allow the UTC an overview of the individual investor's investment portfolio based on the fund category, geographical region, scheme and fund composition.
UTCs can create or update an investor's e-SA and also introduce approved products and services such as DDA, RIA or RWP according to the individual investor's needs, risk profile and investment objective.
UTCs can easily access Company-approved materials that can be used to be presented to their prospective and existing investors during their unit trust consultations.
All of the above are corrects.
Where should UTCs register their "Secure Token" for the first time prior to accessing Investor Engage?
UTC Connect
CAMS2
SMS
UTC@Work
