UTC Registration Type

New Registration

Fee: RM370.00

This is your 1^st time registering 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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Fee: 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; and 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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Fee: RM170.00

You are a former Unit Trust Consultant (UTC) or HLAM
You do not renew your license with FIMM to current year
The withdrawal of your registration with previous UTMC or HLAM 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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Fee: RM170.00

You have fulfilled 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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