Unit Trust Consultant

JOINING PUBLIC
MUTUAL AS UNIT TRUST

CONSULTANT

☑️Photocopy IC – 2 set DOCUMENTS TO
☑️Malaysian Passport Size Photos – 3 set PREPARE
** Blue background
** Name written at the back of the photo
☑️Statutory Declaration (SD) Form completed with Commission for
Oaths – 1 set
** Go to the nearest Commission for Oaths office to complete
** Bring your IC and RM5
☑️SPM original certificate OR Diploma & above + final year transcript
☑️Payment slip (printed copy) – RM250
** Bank into Public Bank Account 3146616906
☑️Completing all the relevant forms given to you
** Make sure your signature is a simple version
** Make sure you fill up your active email
**Make sure you fill up Malaysia active hp no
☑️Completing UTC’S Application Form, Contract of Agency, UTC’s
compliance Form, New Investor Form, Suitability Assessment Form,
Investment Application Form

 Decide your exam date & time Exam
 Decide your Preparation
 *2 FULL DAYS* online classes (must be

completed before your exam date)
OR
 BUILD 101 Webex Training (full day),
BUILD 101 e – learning, UUTB e –
learning, The ABC of Social Media e –
learning.

E learning – login portal, power point, assessment
(objectives, pass)
Online / webex training – trainer teaching online

 Watch video tutorial YouTube iFVE
(Interim FIMM Virtual Examination)
https://www.youtube.com/watch?v=tFz
P7Zd5vYE

 Attend the compulsory training & e learning to avoid delay in UTC code EXAM
generation REMINDER

 Go through CUTE Tutorial Set 1 and 2 and sample of examination questions
with downline before the examination.

 E MODULE:
https://drive.google.com/drive/folders/15CQ2MhNk2upHG0iL2XijIyEmAybN_eO
q?usp=sharing
 SAMPLE OF EXAM QUESTIONS
https://drive.google.com/drive/folders/1edJXn9B9p7SoOnPHwXVlk9nMmhP2P8
CU?usp=sharing

 Receive email from FIMM at least 3 days before the examination.
 Download Microsoft Teams application into mobile phone at least 2 days

before the examination.
 Do have laptop/ computer installed with internet browser
 Watch video tutorials on pre examination preparation, preparation for

inspection, rules and regulation at YouTube a day before the scheduled
examination
 Click the link in the email and join Microsoft Teams meeting via mobile
phone at least 30 minutes before examination start time for identity
verification purposes.
 Technical issue contact FIMM invigilator 011- 13238042 or email
[email protected] with FULL NAME, IC NO, MOBILE NUMBER & EMAIL ADD.