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Tag: Unit Trust Agent

Posted on July 21, 2018March 2, 2019

Nak Jadi Ejen Unit Trust – Pilih PHILLIP MUTUAL BERHAD


Tulisan kali ni, saya nak keep it short untuk tatapan bakal-bakal ejen unit trust diluar sana.

Kenapa pilih untuk jadi ejen di Phillip Mutual Berhad? Continue reading “Nak Jadi Ejen Unit Trust – Pilih PHILLIP MUTUAL BERHAD”

Siapa TuanPenasihat?

TuanPenasihat merupakan seorang Perancang Kewangan bertauliah yang memegang Capital Markets Services Representative License dari Suruhanjaya Sekuriti Malaysia. Menyediakan perkhidmatan perundingan dalam bidang Perancangan Takaful Keluarga & Takaful Am, Perancangan Pelaburan, Perancangan Persaraan dan Perancangan Harta; berasaskan keperluan. 

Menawarkan pelbagai Skim Dana Pelaburan Kolektif a.k.a SKIM-LAMBAT-KAYA yang telah mendapat kelulusan dan pengesahan daripada Suruhanjaya Sekuriti Malaysia.

Skim Halalan-Toyyiban ade, yang Haroma-Haromun pon ade.

Tapi sebab TuanPenasihat ni dolu-dolu Ostat, jadi TuanPenasihat kedepankan Skim Pelaburan Kolektif yang Halalan-Toyyiban sahaja :-)

Nak tau  lagi?

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  • Kuala Lumpur, 4th April 2019 - Pelaburan Hartanah Berhad (“PHB”), the sponsor of Amanah Hartanah Bumiputera (“AHB” or “The Fund”), and Maybank Asset Management Sdn. Bhd. (“MAM”), the Fund Manager, today jointly announced AHB interim income distribution of 2.75 sen a unit. The income distribution is for the six-month period ended 31 March 2019. At the same time, PHB also announced a bonus distribution of 0.25 sen a unit for the first 500,000 units of AHB held by unit holders. This effectively mean that individual unit holders will get a total of 3.00 sen a unit for the interim income distribution. For institutional unit holders, the interim income distribution will range between 2.75 sen a unit to 3.00 sen a unit depending on the number of units held. The interim income distribution of AHB is tax-exempt and payable net of zakat, which will be credited directly into the unit holder’s bank account on 12th April 2019. For Employees Provident Fund (“EPF”) Member’s Investment scheme, it will be credited into Account 1 of EPF. AHB is a Shariah compliant real-estate backed trust fund with a fixed-price of RM1.00 per unit. It enables Bumiputera investors to participate in the beneficial ownership of real estate assets by providing them a regular and consistent income stream. The Fund is made available for subscription at all Maybank, AmBank and AmBank Islamic branches nationwide. #AHB #AmanahHartanahBumiputera #LicensedFinancialPlanner #PerancangKewanganBerlesen
  • Ni masalah paling besar AMANAH HARTANAH BUMIPUTERA. Financial Advisor di Maybank sering berubah. Advisor baru pula, maklumat tidak konsisten. Tanya satu branch, lain jawapan, Tanya branch lain, lain pula jawapan. Tiba-tiba Advisor Maybank berhenti... @maybankassetmanagement sebagai pengurus dana sepatutnya mempertimbangkan dengan lebih serius untuk melantik Phillip Mutual Bhd menjadi pengedar dana Amanah Hartanah Bumiputera. #AmanahHartanahBumiputera #REIT
  • =======================// CERTIFIED FINANCIAL PLANNER =======================\\ Akhirnya, walaupun dah lulus CFP pada Jun 2016, Financial Planning Association of Malaysia (FPAM) menetapkan syarat 3 tahun pengalaman sebelum diterima sebagai Certified Member. Sijil ni tidak lah sekufu dengan sijil Pak Menteri, tetapi sekurang-kurangnya, aku tahu sijil ni adalah yang asli. Carian pemegang sijil Certified Financial Planner, boleh dibuat di laman web FPAM http://www.fpam.org.my/fpam/membership/membership-lists/ #GunakanTanpaWasWas #CertifiedFinancialPlanner #LicensedFinancialPlanner #PhillipWealthPlanners
  • Alhamdulillah!! 5.9% untuk Simpanan Shariah #KWSP #KumpulanWangSimpananPekerja #PerancanganPersaraan #RetirementPlanning #LicensedFinancialPlanner #PerancangKewanganBerlesen
  • Dari Copengahen nak ke Kuantan, Singgah dulu di Kota Damansara, TuanPenasihat tak pandai berpantun, Hentam saje la! #SahibulKastam
  • Bertapa di sini hari ni. #FinancialPlanningAssociationOfMalaysia #LicensedFinancialPlanner #PerancangKewanganBerlesen

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