Dear Mr. Tan
I am JC from Malaysia. I am currently only doing Unit trust. Can my Unit trust sales performance be used to obtain the MDRT status?
REPLY
I suggest that you ask the MDRT organisation. I think that the qualification is based on first year commission from the sale of any financial product. So, the answer is likely to be "yes".
But it does not matter if you are not MDRT status. It is more important for you to give good advice for the financial well-being of your clients, and still an adequate, though modest income.
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