Our agents had an enlightening time at the recent Unit Trust training session led by our director Edmund Ang and Audrey from UOB Marketing.
Life’s a journey that is full of unexpected surprises – sometimes even the best laid plans are not enough to cushion the shock from a surprising turn of events. That’s why every Summit Planner is ingrained with the vision of always thinking ahead and planning for the journey yet travelled, so that we can offer our clients the best integrated financial solutions and retirement plan on the market.
It was an enlightening and fulfilling time at our recent Unit Trust training session, held at Robinson Point on 22 June 2016. Eager minds gathered around and were poised to learn as Edmund Ang, Director and Audrey from UOB Bank’s Marketing department shared the merits and points of Unit Trust (which is essentially a method of investment to help our clients to build their retirement fund). It was a great session for all our Planners to get in-depth knowledge in order to make informed and well-timed decisions when managing our clients’ accounts.