New UTC Guide

For internal use only

 New UTC Guide
1.Kick Start Your Career
2.90 Days Success Roadmap
3.UTC Personal Sales Threshold
4.Business Tools
5.Filling Up Forms Guide
6.Training Records
7.Monthly Income/Activities
New UTC Guide
Kick Start You Career!

For internal use only

To Kick Start Your Career as a UTC

Issuance of UTC Code

Within 7-14 days from passing CUTE Check with Upline/ Branch

2) Received UTC Connect Link via Email

Within 7 days from issuance of UTC Code, will receive Link to Login to UTC
Connect to register. Create your UTC Code Username & Password

3) Start your sales activities

Refer next page for the 90 days success roadmap

4) Subscribe CAMS2/ Register For Courses

For new UTC joining Public Mutual will received 1 year free trial for CAMS2

5) Receiving of FIMM Authorization Card

-Within 2-3 months after passing the CUTE
New UTC Guide
90 Days Success RoadMap

For internal use only

 1 – 30 Days 31 – 60 Days 61 – 90 Days

1
2
3
4
5
6
7
8
9
Beyond 90

11
10
12
WEEK

Explore New Market

Attend Agency Attend Agency Attend Agency

Meeting Meeting Meeting
Enhance Your Time Management

Product Knowledge and Selling Skills

Join Field Work Join Field Work Join Field Work
I Do You See I See You Do Do IT Yourself

Kick Start With GreenLeaf Program GET Ready to

– Quick Start – RTE – FUTI - FIFR RECRUIT- FAB
90 DAYS SUCCESS ROADMAP

ACTION PLAN

NEED Based Selling -

ENPRO – NINJA – ROOT PROGRAM - COACHING

UTIPPS - CRU

Attend workshops , any other trainings, explore into

campaigns and contest from time to time
 1.8 Mil
Points
Double tickets
RM 400K
RM 800K to “AAN* + NSC*
PNS* PROMOTIO
PNS* to Da Nang
N TO AS 3.0 Mil Points 4.025 Mil
YEAR (UTC Level)
YEAR Points
END Accumulative AAN* + NSC* to
END
BONUS RM 500K BONUS French Riviera
AAN* + NSC* to
0.15% PS* French Riviera
(All Levels) (since joining)
0.20% OR + cash RM3K
700K (All Levels)
Double tickets to
FREE CAMS 2 Points “AAN* + NSC* to Sri Lanka
subscription AAN* + NSC* to
(For All New UTC Da Nang
joined in year 2021)
(New UTCs Join from
1/1/2021 – 1/12/2021)
& RM 1 Mil
(New UTCs Join from PNS*
1/1/2020– 1/12/2020, MILLION
but did not qualify in year 2020) RINGGIT
PRODUCER

1.5 Mil
Points PNS*
AAN* + NSC*
to Sri Lanka & YEAR END BONUS
0.25%

RM 800K ≥5.725 Mil

RM 400K ≥6.0 Mil Points
PNS* Points
PNS* PROMOTIO
N TO AS YEAR 900K
YEAR (UTC Level)
END Points AAN* + NSC* to Double Tickets to
END AAN* + NSC* to French Riviera “AAN* + NSC* to
Accumulative BONUS Da Nang
BONUS RM 500K + cash RM7.5K French Riviera
0.20% 2.1 Mil Points
0.15% PS* (All Levels)
(All Levels) AAN* + NSC* to
(since joining)
Sri Lanka + RM2K
(All Levels)
New UTC Guide
Business Tools

For internal use only

 UTC Connect https://www.publicmutualutcconnect.com.my/
Log In UTC Connect -key in Username & Password
Subscribe CAMS2
Register For Courses

Go To “ Tools/Forms” Go To “ Training & Development”

Electronic Tools - Register For Course

“CAMS2”
Select CAMS2 “Course Registration”
Subscription/Installation ” Select Course To
Attend/ Search
“Click Here To
Subscribe Now”
Check on
Duration – 12 months
“Enrolment Details”
Click Next
Click “Confirm”

Payment via Online

Banking/ e-Wallet Payment via Online
Banking/ e-Wallet

“Confirm”
 Business Tools

UTC Connect UTC (OLE) CAMS2 U@Work U@Biz U@Stor

Available on laptop, Available on laptop, Available on laptop Available on HP Available on Ipad & •Available on Ipad &
tablet & HP [internet tablet & HP [internet Android Tab Android Tab
browser] browser] Able to retrieve up-to- Download via App
date clients and Store or Google Play FOC for CAMS2 •Access to sales kit &
Able to retrieve from Able to retrieve from agency information Subscriber recruitment tools,
UTC Connect: UTC OLE: Able to retrieve from products, campaign
Latest Memo & Info Submission of sales Why Invest In UTC@Work: Able to retrieve brochures, training
Download Switching CAMS2? UTC@Biz: slides & materials for
Personal details presentation/
Commission e- Repurchase Fund Information Risk profile Fund information
Statement sharing with
transactions Up-to-date client info SA number Fund performance, investors & recruits.
Month-to-date sales Unsuccessful EPF Easy portfolio review distribution history
PPA number
NSC Qualifying Points cases process Fund comparison (up
UT & PRS account
Campaigns Unsuccessful DDI Business expansion information to 10 funds)
Training Calendar & cases (cross sell / upsell) Investment simulator
Transaction details
registration SA status Contact Management (lump sum and/or
DDI details
e-Wallet Track down-line’s UTC personal / group DDI)
Insurance details
sales performance Subscription fee : Portfolio Builder
Mutual Gold status
CPD points RM90 per year
accumulation Clients’ EPF
withdrawal due
dates
EPF Estimator &
Eligibility check

For internal use only

 Online Platform For Investors (PMO)

What is in Public Mutual Online (PMO) ? Ways to apply PMO:

- Monitor Investor’s Current Investment 1. Public Mutual website
- Make Additional Investment (www.publicmutual.com.my)
-Enrol New DDA 2. Smart Kiosk at Public Mutual Branches/
- Switching Customer Service Centre
- Repurchase 3. Login to PBe online (www.pbebank.com)
- Print e-Statement
- Update Personal Profile

For internal use only

Marketing Tools

For internal use only

New UTC Guide
On How To Fill Up The Forms?

For internal use only

 Documents Required For Investment (Individual)
Cash Investment EPF Investment PRS Investment
New New New
Forms Investor
Existing Investor
Investor
Existing Investor
Investor
Existing Investor

Initial Initial Additional Initial Initial Additional Initial Initial Additional

Investment Investment Investment Investment Investment Investment Investment Investment Investment

Photocopy of NRIC/Passport √ √ √

Suitability Assessment (SA) √ √ √ √ √

New Investor Form & What

√ √ √
You Need To Know

Investment Application Form

√ √
(Cash)

Bank-in Slip (PBB – UT/ PRS) √ √

Investment Application Form

√ √ √
(EPF)

KWSP 9N Form √ √ √

Photocopy of NRIC/Passport √ √ √

PPA & What You Need To

√
Know

Photocopy of NRIC/Passport √

PRS Investment Form

√ √
(Conventional/Islamic)
For internal use only
 Submission/Application Procedures

Submitting
Submission Cut Off Time
Location

NIF / SA 4.00PM Public Mutual

Cash Investment 4:00PM Public Bank

PRS Investment 4.00PM Public Bank

EPF Investment 2.00PM Public Mutual

Switching / 2.30PM (Submission by UTC)

Public Mutual
Repurchase 4.00PM (Walk in investor)

For internal use only

 For New Investor
For new investor: For existing investor never invest under
the said UTC:
❑ Manual submission 1. Suitability Assessment (SA) Form
1. New Investor Form (NIF)
2. Photocopy of IC
3. Photocopy of Bank
Statement/Bank Passbook
4. Suitability Assessment (SA) Form

❑ Online submission
New Investor Enrolment via Public
Mutual website -
www.publicmutual.com.my

The purpose of the form submitted:

❖ NIF – To create investor information in Public Mutual system. It is for first time who
have not invest in Public Mutual. Only 1 time submission.

❖ If have any amendments, cannot use corrective liquid. The amendment must be
cross & countersigned by investor.

❖ Use black ink pen only

For internal use only
 Steps For New Investor Online Enrolment
1 2 3 4

Log on to Public Mutual Click “Click To Enrol Key in : Click “Request PAC”
Website Online” 1. IC number
On the Home Page > 2. Mobile No. PAC No will send to
New Investor > Enrol 3. Security Text registered mobile no.
Now Click Next to proceed

5 6 7 8

Key in PAC No that Key in all personal An email verification code Key in email verification
received & click details & click “Request will send to your registered code & click “Next” to
“Proceed” to continue Email Code” email add. proceed

Check your registered email

for email verification code

For internal use only

 Steps For New Investor Online Enrolment
9 10 11 12

Key in details on Understand the Key in bank account Double check the
Financial Profile & verification of bank details. information then select
Employment Particulars Account & click “Agree” “Upload Your NRIC
to proceed Understand the Image & Selfie With
Click “Next” to proceed declaration. Click “Agree NRIC”
to proceed

13 14 15 16

Click “confirm” to Take a photo of front Take a photo of back page Take a selfie with the
proceed page of NRIC & select of NRIC & select “Choose front page of NRIC &
“Choose File” to upload File” to upload the photo select “Choose File” to
the photo upload the photo

For internal use only

 Steps For New Investor Online Enrolment
17 18 19 20

New Investor Online Click “Download” icon to Once New Investor Online Understand the T&C &
save a copy in the Enrolment is completed, click “Accept” to proceed
Enrolment is completed.
computer. an email will send to your
registered email add.
Click “Print” to print out
the information. Click “Print” icon to print
You can create PMO
out the information. account by clicking the
link provided in email.

21 22 23 24

Key in : Key in NRIC No & Key in PAC No & click PMO Registration is
1. Bank Acc No Create PMO User ID & “Register” to proceed completed.
2. NRIC No Password.
3. Mobile No Request PAC No. Click “Click Here To
4. Security Text PAC No will send to PMO Login” to log in
Click Next to proceed registered mobile no PMO Account

For internal use only

 Steps For New Investor Online Enrolment
25 26 27 28

Key in User ID & Understand the T&C & Understand internet risk Confirm the IC No,
Password. Click “I have read and & Click “I have read and Mother’s Maiden Name,
agreed to Terms & understood the Internet & Email address
Click “Login” to proceed. Conditions of Use and Risk stated above” to Request PAC No.
Disclaimer stated above” proceed PAC No will send to
registered mobile no.

Click ‘Save” to proceed

1st time login.

For internal use only

 Manual New Investor Form - Individual
Front Page Back Page

Part 1 – 6
Investor
MUST
fill up all Must tick
details (√) all
Occupation
must
clearly
stated

Fill up the date. Date

Fill up investor must be the same
Investor to sign with front page.
name

UTC must
fill up &
sign

Staff to
sign

Investor 1. Fill up the date. Part 4

must sign The date must be the same with For non-Malaysian, UTC fill up the
back page. need to fill up name & IC
2.Submission within 7 days. FATCA & CRS form UTC to sign
More than 7 days will be rejected.

For internal use only

 Photocopy of NRIC

The IC cannot be cross using pen

and should be clean and clear.

Staff will stamp “for Public Mutual

use only” upon submission
1. Clean & clear copy of IC
2. Front & back of IC at the same page
3. Front & back copy IC must be the
same investor
4. The photocopy IC must be same with
actual size
5. Stamp& fill up the ‘Original Sighted’
template on the
photocopy of IC

Font : Time New Roman 12 Bold ORIGINAL SIGHTED

Name of UTC

UTC Code 3cm

Font : Time New Roman 10
Signature of UTC

Date

3cm 5cm For internal use only

 Photocopy of Bank Statement

1. Clean & clear copy of Bank statement/

bank passbook

For internal use only

 Manual New Investor Form for Minors (Age Below 18)
Front Page Back Page
Complete the Item 1
Personal Particulars
(From Name to
Telephone No.) &
Item 6 resident
status

Leave Blank
a) Item 1
• Purpose of
Transaction
• Source of Funds
• Monthly Income
• Email
b) Item 2 Leave Blank,
• Employment No need to
Particular tick any
c) Item 3 boxes
• Bank Account
Details
d) Item 4
• Preferred
Language for
Annual/ Interim
Report Leave blank

UTC must fill up &

sign

Staff to sign

1st Holder must sign 1. Fill up the date. Part 4

The date must be the same with For non-Malaysian,
Put in : back page. need to fill up FATCA & Leave blank
1st
Holder Name, NRIC 2.Submission within 7 days. CRS form
More than 7 days will be rejected. Leave blank
No. & Relationship to
the Minor
For internal use only
Suitability Assessment Form

The purpose of SA form submitted:

❖ For creating SA number under servicing UTC with suitable risk category of fund that
investor can invest.

❖ Use black ink pen only.

❖ No amendment is allowed.

❖ All investor who want to invest with UTC must have 1 SA number under the servicing
UTC. Only submit 1 time only.

For internal use only

 Steps For e-Suitability Assessment
1 2 3 4

UTC to log in UTC Connect Click “Home” in UTC Select “Suitability UTC to go through all the
Connect Main Page Assessment” from “Home” SA questionnaire with UH
drop down list & key in UH’s information
and selections

5 6 7 8

Part I(A) Part I(A) Part I( C) Part I( C)

Select “Identity Type” eg: Confirm UH’s Level of If UH decided to provide If UH decided not to
NRIC New, Key in “NRIC Education & Level of financial position, by provide financial position,
No” & “UH’s name as per Knowledge & Experience. selecting “Yes” then by selecting “No” then
IC”. “proceed” “proceed”
Part 1(B)
Age Group is automated Confirm UH’s Investment
with NRIC. (If UH identity type Objective.
is passport/ police ID, UTC has
to select the age group Part I( C)
correctly) Confirm UH’s financial
profile
For internal use only
 Steps For e-Suitability Assessment
9 10 11 12

Part II e-SA will appear in UH’s UH to log in PMO The box will appear at
After ticking onto the boxes. PMO Main Page after e-SA is
completed by UTC at UTC
To proceed, click on ‘Send Connect.
for Investor Review’.
UH to click on the box.

13 14 15 16

UH to select “Yes”, if Key in UTC Code & click UH confirm UTC name & UH to confirm the disclosed
he/she did request UTC to “OK” code by select “Yes” and click information in Part I is true,
conduct e-SA “Proceed” complete & accurate & click
‘Proceed’,

For internal use only

 Steps For e-Suitability Assessment
17 18 19 20

If UH would like not to opt Not Opt Out Not Opt Out Opt Out
out, select 1st button then UH to check the summary UH to click “Print” to keep If UH would like to opt out,
click “Agree”. before print for reference the summary of SA click 2nd button then click
(Part 1 & Part 2) “Agree”

21 22 23 24

Opt Out Opt Out UH to click “Print” or SA number will be

UH to check the summary UH to click “Print” to keep “Save” for summary of SA
before print for reference generated immediately.
the summary of SA result
(Part 1 & Part 2) An email will sent to
UTC. UTC can check SA
number from UTC OLE.

For internal use only

 Steps For e-Suitability Assessment
25 26

UH can proceed to initial UTC to guide UH to

investment via PMO & UTC - Log in PMO
name will be reflected in - Recommend UH with
PMO for UH’s selection fund that match UH’s
risk category &
financial goals
- Ensure UH selects
correct UTC name for
the transaction

For internal use only

Manual Suitability Assessment Form – Individual investor
Serial number for both
Front Page page must be the Back Page
same.

Part II
i) UTC must use
matrix to check the
result. Results must
same as Matrix.
(can refer to UTC
connect for results
ii) For reason, UTC
tick (√) No. 1

Part 1 – Part 1 (A)

Must fill up
all investor’s details

Part 1B
Investor to choose
ONE only & sign

Part III
Investor to tick (√) &
sign on either 1a or 1b
Tick 1 (a) – when 1 (c )
was filled up
Tick 1(b) – when part 1
(c ) was NOT filled up.

If objective at 1B is 5,
result at Part II
(Assessment result) is 4.
Investor tick & sign 2 (I
Part 1(C ) optional decide …) then investor
Investor to provide all information can choose to invest Investor to sign, fill up UTC to sign, fill up all the
if investor opt to fill in Part 1(C ). follow their objective. name & date. Date must be details & date. Date must be
Investor can choose not to fill up within 7 days, more than 7 within 7 days, more than 7
this part. days will be rejected days will be rejected
For internal use only
For EPF Investment
For EPF investor (existing / new):
1. EPF Application Form (NIF)
2. 9N Form
3. Clear photocopy of IC
4. Maklumat Kandungan CIP (For Investor Cap Ibu Jari Rosak)

Important Note:

❖ EPF Application Form & Form9N Form must use black ink pen

❖ No amendment is allowed.

❖ All information must be completed.

❖ Every time submit EPF sales must submit all item 1-3 full sets.

For internal use only

 EPF Investment Application Form

Part 1
UTC must fill up all the EPF Member’s
details

Part 2 (Initial Investment)

1. UTC fill in the correct fund
abbreviation eg: PITTIKAL
2. UTC fill in the correct amount
Part 2 (Additional Investment)
1. UTC fill in the correct fund
account number & investment
amount

Part 3
UTC must fill in all UTC’s particulars

Eligible investment amount:

Alia (age 35)
Savings in A/C 1: RM80,000

*Required basic savings (Refer EPF table) =

Part 4 RM57,000
Investor to sign
(RM80,000 – RM57,000) x 30% = RM6,900
[Signature must be same with NIF]
*Required basic savings can find at EPF Brochure
Fill up the date. Date must be same with 9N or pocket calculator or website
Form.
Submission within 7 days. UTC can also check EPF Eligibility amount from
More than 7 days will reject. UTC @ work

The amount incorrect or insufficient will be

REJECTED
For internal use only
 EPF 9N Form

Part A
UTC must fill up all the EPF
Member’s details

For 1st time invest with UTC

• UTC fill up the address as per
IC

Top Up/ existing invest with UTC

• UTC must fill up the same
address as per Public Mutual
system eg: CAMS2, UTC
Connect OLE, UTC @work

Contact number & email address

are optional to fill up.

Part B If you fill up contact number and

UTC only fill up the same Total email address must make sure it
Investment Amount as per EPF is the same as recorded in Public
Investment Application Form Mutual system.

Part C
Part C Clear thumbprint in the box,
UTC must fill up the date clear & full (black ink). Refer 9N
form for correct thumbprint
[Date must same with EPF guide.
Investment Application Form]
Thumbprint fail UTC will be fined
RM20 per rejection.

For internal use only

 Photocopy of IC

The IC cannot be cross using pen

and should be clean and clear.

Staff will stamp “for EPF use only”

upon submission

1. Clean & clear copy of IC

2. Front & back copy of IC at
the same page
3. Front & back copy IC must be the
same investor
4. The photocopy IC must be same
with actual size
5. Must photocopy from the original
IC.

For internal use only

 Sample of Maklumat Kandungan CIP
Staff will stamp “for EPF use only” upon submission

“Printed Date”

Valid within a year

from the printed
date against
submission date

Only “Kedua-dua Cap Ibu Jari Rosak” is accepted

35

35
For internal use only
 Steps To Check Funds OPEN For Investment
1 2

Click “Resources” in UTC Connect Main Page &

UTC to log in UTC Connect
Select “Funds Open For Investment” from drop down
list

3 4

Scroll Down for the List of Funds Open for Type the name of fund in ‘search’ engine to check
Investment for Funds Open for EPF Investment

For internal use only

 For Cash Investment
The purpose of Cash Investment Application form submitted:

❖ For cash investment only.

❖ For cash investment into Public e-Series of Funds eg: PeAITF, investor must be a PMO
subscriber.

❖ Submit to PUBLIC BANK together with cheque. 1 cash form 1 cheque.

❖ If have any amendments, cannot use corrective liquid. The amendment must cross &
countersigned by investor.

❖ Use black ink pen only.

❖ UTC are not allowed to collect cash. Only can accept either cheque / banker cheque.

❖ The front image of cheque should be written: Public Mutual Berhad (NRIC investor) &
back image of cheque should be written Name of Investor, IC number of investor &
contact number. If NRIC investor not in the cheque – bank will reject.
For internal use only
 Investment Application Form - Individual
3 – Investment Details
UTC must fill up the correct fund
abbreviation eg: PITTIKAL, UTC’s
details, cheque number & 1 – First Holder Particular
investment amount UTC must fill up.

2 – Joint Holder Particular

6 - SA UTC to fill up, if any.
UTC must fill up SA number. SA
number can check at UTC Joint holder (JH) must have record in
connect OLE. Public Mutual.

JH needs to submit NIF, photocopy of

IC & SA. (If they do not have account
7 – Authority to Operate Account in Public Mutual before)
If tick (1), only First Holder to
operate account. To check for status 1 -2 week at UTC
connect as HQ need to wait for Public
If tick (2), Either first or Joint holder Bank to submit the cash application
can operate account. When form to HQ to link the account.
redeem money will credit to 1st
holder OR 1st holder & joint account
bank account.

If tick (3), need both holders to sign

to operate account. When redeem 8 - Distribution Instruction
money must credit to account with If investor wish to reinvest, do not
both 1st and joint holder name tick the box.
Distribution reinvest is to reinvest in
9 - Acknowledgement the fund to create more units.
• First holder to sign
• Joint holder to sign, if To complete when customer sign up
any for monthly DDI Investment deduct
• Date & Contact from their Public Bank Account.
number need to fill
up For Public Bank account holder only.
For internal use only
 For DDI Investment
The purpose of DDI form submitted:

❖ For monthly fixed amount investment.

❖ For those investment which had already bank in lump sum and have not sign up any
monthly saving.

❖ If have any amendments, cannot use corrective liquid. The amendment must cross &
countersigned by investor.

❖ Use black ink pen only.

For internal use only

 Direct Debit Authorization Form – From other banks
FOR UT DDI

For Bank Account Holder

Completion
UTC MUST fill up all column

Fill up the date. Both date must

be the same
Investor to sign as per Bank’s
record

To fill up fund account number.

Fill up investor’s name
If new investment, don’t have
account number yet , fill up the
investment application number
& attach carbon copy of
investment application form

Investor to sign
For internal use only
 Direct Debit Authorization Form – From other banks
FOR PRS DDI

For Bank Account

Holder Completion
UTC MUST fill up all
column

Fill up the date. Both date must

Investor to sign as per Bank’s be the same
record

To fill up fund account number.

Fill up investor’s name If new investment, don’t have

account number yet , fill up the
investment application number &
attach carbon copy of investment
application form.

Investor to sign

For internal use only

 Direct Debit Authorisation Form – From Public Bank account

FOR UT / PRS DDI

1. Fill up bank account holder,

number of IC & bank account
number 4. Fill up the amount

2. Fill up UT / PRS fund account

number, investor’s name , DDI
amount & tick (√) date of
deduction (choose 1 date only
8th or 18th)

3. Investor to sign and

signature must be the same as
the Public Bank record.
Different signature will be
rejected. Do double check with
customer.

For internal use only

 How To Set UP DDA Immediately after PII via PMO
1 2 3 4

UH completed with To proceed, select ‘Yes’ & Read & Understand both Select Direct Debit
opening of new account click Next. PHS and Prospectus , Service Provider and
and initial investment. click ‘Agree’ to proceed. Deduction Date

To proceed for DDA, click Read & Understand the

‘Top Up via DDA’ T&C, click ‘Proceed’ to
continue

5 6 7 8

Key in e-banking username Select account for DDA & Click “Request PAC” UH completed DDA
& Password click ‘Next’ to proceed enrolment.
PAC No will send to
Public Mutual Online DDI registered mobile no
Service
Key in PAC No that
Read & understand T&C, received & click “Confirm”
scroll Down & Click “Accept” to continue
to proceed

For internal use only

 Steps For DDI Enrolment via Public Mutual Website
1 2 3

Log on to Public Mutual Website Select Unit Trust or PRS Understand the agreement & click
On the Home Page > Invest Now > Enrol Key in your 1st Holder I/C Number, “Agree” to proceed
DDA Fund A/C Number,
Last 4 digits of your registered Mobile
Number &
Enter Security Text
Click “Next” to proceed

4 5 6

Click “Request PAC” Key in ‘DDA Amount’ & Tick agree for Select Direct Debit Service Provider and
the DDA enrolment Deduction Date
PAC No will send to registered mobile no
Click ‘Yes’ to proceed Read & Understand the T&C, click
Key in PAC No that received & click ‘Proceed’ to continue
“Next” to continue

For internal use only

 Steps For DDI Enrolment via Public Mutual Website
7 8 9

Key in e-banking username & Password Select account for DDA & click ‘Next’ to Click “Request PAC”
proceed
Public Mutual Online DDI Service PAC No will send to registered mobile no

Read & understand T&C, scroll Down & Key in PAC No that received & click
Click “Accept” to proceed “Confirm” to continue

10

DDA Enrolment is successful

For internal use only

For Additional Investment
(Top Up)

For internal use only

UT Bank-in-Slip (For top up existing investment)

UTC to fill up
• Name of investor,
• IC number,
• Contact number,
• Fund account
number,
• Cheque number &
investment
amount

For internal use only

PRS Bank-in-Slip (For top up existing investment)

UTC to fill up
• Name of investor
• IC number
• Contact number
• Fund account
number
• Cheque number &
investment
amount

For internal use only

 Steps For Top Up Existing Investing via Public Mutual Website

1 2 3

Log on to Public Mutual Website Select Unit Trust or PRS Understand the agreement & click
On the Home Page > Invest Now > Top Key in your 1st Holder I/C Number, “Agree” to proceed
Up Your Fund Account Fund A/C Number
Last 4 digits of your registered Mobile
Number
Enter Security Text
Click “Next” to proceed

4 5 6

Click “Request PAC” Key in ‘Investment Amount’ & Tick agree Select Direct Debit Service Provider
for the Top Up transaction
PAC No will send to registered mobile no Read & Understand the T&C, click
Click ‘Yes’ to proceed ‘Proceed’ to continue
Key in PAC No that received & click
“Next” to continue

For internal use only

 Steps For Top Up Existing Investing via Public Mutual Website

7 8 9

Key in e-banking username & Password Click “Request PAC” Investment Top Up is successful

Public Bank Payment Agent PAC No will send to registered mobile no

Select account for Top Up Payment Key in PAC No that received & click
“Confirm” to continue

For internal use only

New UTC Guide
Training Records

For internal use only

 Training
Records
https://www.publicmutual
utcconnect.com.my/

Please note New Funds, AMLA, Cyber Security & UTC Compliance are on-going compulsory e-learning
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