UTC Registration Type

New Registration

Fees: RM370.00

This is your 1^st time register as Unit Trust Consultant (UTC) with Federation of Investment Managers Malaysia (FIMM) & Hong Leong Asset Management (HLAM)
You are required to sit for FIMM Combined Examination (FCE)

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Fees: RM350.00

You submitted registration as Unit Trust Consultant (UTC) with Federation of Investment Managers Malaysia (FIMM) & Hong Leong Asset Management (HLAM)
You have sat for FIMM Combined Examination (FCE) but did not pass
You would like to resit FCE now

(Note: the upcoming FCE date must be within 3 months from your earlier FCE date)

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Fees: RM170.00

You are a former Unit Trust Consultant (UTC) of another Unit Trust Management Company (UTMC)
You do not renew your license with FIMM to current year
The withdrawal of your registration with previous UTMC is within 3 years
You have obtained 16 CPD points in current year
You would like to register as a Unit Trust Consultant (UTC) of Hong Leong Asset Management (HLAM) now

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Fees: RM170.00

You fulfil either of the following qualifications;
1. A Certified Chartered Financial Planner (CFP)/ Islamic Financial Planner (IFP) and a member of FPAM; or
2. Registered Financial Planner (RFP)/ Shariah Registered Financial Planner (Shariah RFP) and an ordinary member of Malaysian Financial Planning Council (MFPC); or
3. Chartered Financial Consultant (ChFC) and a member of Malaysian Financial Planners and Advisers Association (MFPAA); or
4. Completed relevant modules of CFP/IFP and an associate member of FPAM; or
5. Completed relevant modules of RFP/Shariah RFP and an affiliate member of MFPC
You would like to register as a Unit Trust Consultant (UTC) of Hong Leong Asset Management (HLAM) now

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