PICKD Information

Dear all, Today marks my last day at Phillip Mutual Berhad. I want to take this opportunity to express my sincere gratitude to each and every one of you for your unwavering support over the past 2.5 years. My time here has been incredibly rewarding, thanks to the invaluable support and guidance I've received from all of you. As this chapter comes to a close, I genuinely hope to stay in touch and continue nurturing our professional connections. Thank you all once again for everything. Sia

Dear all, Please find the Zoom link and poster for Phillip Fund Focus session on Thursday, 22 February 2024. Kindly send invitations to all your sales channels. Link: https://us02web.zoom.us/j/82311684676?pwd=MGtpV3FMclh2aHc2NWNMbzBMaXRMUT09 Meeting ID: 823 1168 4676 Passcode: 487307

Morning all. There will be a fund update session for *Eastspring Investments Islamic China A-Shares Fund & Eastspring Dinasti Equity Fund*. Below are the details of the session. 📆 27 February 2024 (Tuesday) ⏰ 10am Zoom Link: https://us02web.zoom.us/j/87458937659?pwd=SHBDc2l5ZTd4cXVCL2l1Mk0zTVpYUT09 Meeting ID: 874 5893 7659 Passcode: 993388 Please disseminate to the consultants.

Dear all, Please find the Zoom link and poster for Phillip Fund Focus session on Thursday, 15 February 2024. Kindly send invitations to all your sales channels. Join Zoom Meeting: https://us02web.zoom.us/j/89747720870?pwd=WkRFQktmWDVTRCtBekVUS2dhM3FzUT09 Meeting ID: 897 4772 0870 Passcode: 484379

*BACK BY POPULAR DEMAND* *5-Step Success Formula in Sales *(Cohort 6)* is officially open for registration! Don't miss out on this game-changing opportunity ⚡️⚡️⚡️ 🗓️ Deadline to register: *19 February, at 5 pm.* Act fast! 📚 In this comprehensive programme, we'll cover the essential pillars of the sales process: 1️⃣ Prospecting 2️⃣ Securing Appointments 3️⃣ Needs Analysis & Solutions 4️⃣ Comforting Clients 5️⃣ Review and Upselling 🎯 Who should attend? ✅New agents looking to master the art of sales. ✅Experienced agents seeking a powerful refresher. 🪑 Hurry, as seats are limited to just 50 participants. Your opportunity to shine is here— register now!💥💥💥 *Sessions:* 21/2/2024 28/2/2024 6/3/2024 13/3/2024 20/3/2024 Time: *10am-12pm* Click here to register: https://bit.ly/48YrNrZ

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Good Morning valued consultants! We are proudly introducing our *PICKD WALL OF FAME for January 2024* to honour and acknowledge our top contributors. Big congratulations to those who made it to the wall! 🎊🎊 And for the rest of you, keep striving! 💪🏻 Look forward to more achievements throughout 2024 💯

Good Morning all, it's with a heavy heart that I announce my resignation from the position of Branch Manager at PICKD, effective today. My last day of service with the company will be on March 1, 2024. I would like to express my sincere gratitude to each and every one of you for the unwavering support extended to me throughout my 2.5 years of tenure. Your encouragement has been invaluable, and I am truly grateful for the collaborative spirit that defined our working relationship. In the event that you require any further assistance or have queries even after my departure, please do not hesitate to reach out to me. I am more than willing to lend a helping hand wherever possible. Thank you once again for being an integral part of my professional journey at PICKD.

Hello Team, We hope this message finds you well! We are thrilled to announce a special training session on PMART UT & MANAGED UT fund presentation, presented by esteemed representatives from renowned fund houses. *This training will be conducted physically.* 📅 Date: 7/2/2024 🕒 Time: 10.00am - 12.00 pm 📍 Location: Megan Avenue 2, Level 18, Training Room 1 & 2 This exclusive training is a fantastic opportunity for us to stay updated on the latest trends in the financial industry. The knowledge gained will undoubtedly contribute to our success in attracting potential investors and showcasing our funds in the best light. Let's take this chance to strengthen our expertise and make a positive impact together. We look forward to seeing you there!

🌟*Attention to all leaders and recruiters - PMB, PCM & PWP!*🌟 📈Do you plan to *grow* your agency and surpass last year’s performance? 🧐Are you looking for *effective training programmes* that can support your goal to build and grow a successful team? 💡We have what you are looking for! ✅ Register now for an exclusive preview for this year’s recruitment training programmes. *Click below to register:* 👇👇👇👇👇👇👇👇 https://bit.ly/47EAyWG ✅ Find out what is available and suitable for you. Register now for the preview programme on *30/1/2024, 10-11am.* See you, champions 🫡

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Join us now for global and china market update

*Let's Join Us! Agency Meeting & Bi-Monthly Product Meeting ft UOBAM & AmInvest on 9/1/2024, 2pm (Online via Zoom)* Please click the link below to join: Link: https://us02web.zoom.us/j/87123526528?pwd=ZW9QS1lGV0JMS3dqNHVBdGFzMzZCZz09 Meeting ID: 871 2352 6528 Passcode: 974601 Speaker : Thomas Lim Kuan Vin Director UOB Asset Management Malaysia Mr. Thomas Lim has joined as Director, Head of Intermediary Distribution of UOB Asset Management Berhad in June 2019 and responsible for the firm’s financial intermediary business development function. Bringing with him, his 15 years of experience in fund management business development and wealth advisory. Prior to his joining, Thomas was attached with a multinational bank as Associate Director, Investment Advisor for 6 years where he worked closely with bank relationship manager in advising client’s investment portfolio and as a member of global advisory committee MY. He also spent 4 years in fund management business development with 2 reputable fund management firms in Malaysia where he was actively involved in conducting training, client event and business strategic planning for the business in financial intermediary and agency force before moving onto his investment advisory career. Topic: The Hard Part is Over and Where does the Opportunity Lie? We shall share on Market outlook 2024, together with our lately relaunch of United Global Quality Equity, the rationale of investing in Quality Equity. Not only that, we see opportunity in Vietnam and why this is a good time to strike on the market. Fund Focus: United Global Quality Equity + United Vietnam Equity Fund Speaker : Yi Wang CFA, Senior Executive Director, CSOP Graduated from UCL with BSc in Mathematics and Cass Business School with MSc in Actuarial Science Sep 2007-Mar 2016, from Analyst to Senior VP in ALM and Investment Strategy team at Redington Ltd (UK). The firm is focusing on investment consultancy business for UK and European pension funds and insurance companies. Main responsibilities are design SAA for multi-billion EU pension funds and manager selections for strategy implementation. Mar 2016 – Mar 2020, Executive Director, Head of Risk Management/Client Solution Group in CSOP Main responsibilities are managing risks involved in all type of products e.g. ETF (Equity, Fixed Income and Exchanged traded Futures), OTC derivative and structure products from market risk, liquidity risk and operational risk perspective. Building up the firm level risk management framework and running the risk management committee, valuation committee and liquidity risk management committee. Main responsibilities are managing and supervise the investment manager team for different products and also being the voting member of CSOP investment committee. The investment universe covers Equity, Fixed Income, OTC Derivatives and IPO/Placements. Initiating and leading the Security Lending and OTC derivative investment business within CSOP which makes CSOP the first Chinese asset manager participating in such space in Hong Kong. Topic: China Market Outlook Fund(s) focus (if Any): AmIslamic China Equity Fund (wholesale fund)

Dear all, 2024 PMB incentive trip and Kickstarr Campaign for your perusal Thanks Sia

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Thank you for your continous support. All 50 seats has been taken and registration is closed!

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