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Monday, September 26, 2016

FAQ - How to Start Investing in Unit Trust Fund?

In my previous post regarding "Start Invest As Low As RM100!", many have come to me and ask how do they actually kick start. So I figured that perhaps I should write "How to Start Investing in Unit Trust Fund". If you are reading this now, that's great because you have the urge to kick start now, so don't let it stop and follow the 4 easy steps below! 

Prospect(s): "How to Start Investing in Unit Trust Fund?"

Answer:
By now, you should be convinced on why you should start investing now, otherwise, here's a quick recap:
4 Reasons to Invest NOW:

Step 1: Choose your channel
There are a few channels that you could go through to invest in unit trust fund:
1. Institutional Unit Trust Advisor (IUTA) - Usually those in banks
2. Unit Trust Consultant (UTC) - Agent that attach to only one Principal
3. Corporate Unit Trust Advisor (CUTA) - Independent Financial Advisor
4. Online - FundSuperMart

Each has different sales charge and level of service. Check out this post, you will be able to tell the difference of UTC and CUTA. So choose the one that best suits your needs. For more info on the clarification of IUTA, CUTA, UTC and so on, check out Securities Commission Website.


Since #YourFinanceDoctor is an Independent Financial Advisor under CUTA, hence the following steps are only applicable if you have decided to choose #YourFinanceDoctor.




Step 2: Read thru FIMM Pre-Investment Form
Like I always said, knowing what you invest is utterly important! So read through as you will need to sign this form before investing in unit trust fund (that's why it's called Pre-Investment Form). No worry, #YourFinanceDoctor will explain to you again as well during the appointment.



Step 3: Fill up the form



Step 4: Voila! That's all!
Congratulations for taking the first step to your better future!



That's all for now, Happy Investing!
Coming up next, "Why your Agent does not find you anymore?" Stay tuned for the next post!
If you have any question to ask #YourFinanceDoctor, feel free to email here.

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