• Must be 21 years old or above; and a Malaysian citizen or Permanent Residence residing in Malaysia
• Must possess the minimum qualification of Grade 3 Sijil Pelajaran Malaysia (SPM) with a credit in Bahasa Malaysia or English or Chinese and a credit in Mathematics (minimum requirement), or higher education certificates or diplomas or its equivalent, as determined by FIMM;
• Must be honest, of good character and good repute. In addition, the person must also display efficiency, reliability and a high level of integrity.
In this regard, the person must not have been:
• found by a court or other competent authority to have acted fraudulently or dishonestly;or
• convicted of a criminal offence; or
• censured or reprimanded by, or denied or disqualified from membership of a professional or trade body; or a regulatory licence, registration or similar approval has been refused or revoked; and
• found by a court or other competent authority to have acted fraudulently or dishonestly;or
• convicted of a criminal offence; or
• censured or reprimanded by, or denied or disqualified from membership of a professional or trade body; or a regulatory licence, registration or similar approval has been refused or revoked; and
• The person must sign a statutory declaration attesting to the above attributes and must not be in breach of the signed statutory declaration at all times.
• Upon satisfying the requirements, the person must pass the Computerised Unit Trust Examination (CUTE) before being authorised to market and distribute unit trusts. A person who does not satisfy the basic requirements will not be registered to sit for the CUTE.
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