More Questions on Mutual Fund

Mr. Jomel Buico wrote:

  1. Are you still a broker?
  2. Thus applying for mebership in mutual funding need to under go to a broker? Why?
  3. Which company has a good aspect regarding investment (dividend) gain?
  4. Can you elaborate all the term in mutual funding?

Mr. Jomel, we’ll answer your question per item so that everything will be answered appropriately.

  1. Are you still a broker?
    Yes, I am and still a Licensed Mutual Fund Representative. More than that, I can also help anyone regarding other Financial Services such as Insurance Planning, Retirement Planning and Education Planning.

  2. Thus (Does) applying for membership in mutual funding need to under go to a broker? Why?
    Applying for a mutual fund is simply like applying for a new account in the bank. You can’t open an atm nor passbook account all by yourself. You have to be guided by a teller or new accounts officer. Same with mutual funds, if you go to any mutual fund company, there will always be someone who will entertain you to process your application.
  3. Which company has a good aspect regarding invesment dividend gain?
    Im not sure if I get this question right. You must be asking which mutual fund company will give you the best gain. If that’s the case, we do not know either. We can only based it on their performance. In one of our post Mutual Fund Performance in the 2nd Quarter, you’ll at least get an idea. Based on personal experience, I’m invested in 4 Mutual Fund companies, but only represent Sun Life Financials should anyone need my help.

  4. Can you elaborate all the term in mutual funding?
    You can actually refer to our primer on Mutual Funds for this. Everything is discussed in details here “What is Mutual Fund?”

Leave a Reply

Your email address will not be published. Required fields are marked *