Whether you are an experienced unit trust consultant or a rookie who is just starting out, we will help you build a successful unit trust business.
|MHO - Award Winning Tools|
MHO is a suite of business application tools to help our unit trust advisers ("advisers") provide the most professional and efficient services to clients. In 2008, we became the first company in Asia-Pacific to win the prestigious Windows in Financial Services Award in New York for MHO version 3. Find Out More
We are the first UTMC to introduce the business model of B.O.S.S. which stands for Build, Own, Service and Sell. Our advisers own their book of business instead of being merely product sales agents.
|Our Six-Step Process (M.U.S.C.L.E.)|
Step 1. Make Your Services Known to Your Client
Step 2. Understand Your Client’s Financial Needs, Goals and Priorities
Step 3. Scrutinise Your Client’s Ability to Fund the Key Financial Goals
Step 4. Choose the Most Appropriate Model Portfolio(s)
Step 5. Look for the Most Appropriate Unit Trust Funds
Step 6. Evaluate and Monitor Client’s Portfolio Regularly
|Asset-Based Commission (ABC)|
Front-end fees are falling but as early as 2004, we have moved the ‘cheese’ to the back-end commission. By focusing on ABC, you receive a steady stream of income and increase the value of yourbusiness.
|Experienced Management Team|
With a highly experienced management team, Manulife Asset Management Services Berhad is well positioned to build the most professional unit trust force in the country.
For more information, please contact any of our unit trust advisers or our Adviser Service Centre at 03-2719 9271 / 1300-13-2323 or email to my_UTadviserSupport@manulife.com