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Application For
Appointment To District Manager

STEP 01: PERSONAL DETAILS

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Full Name As Per Ic

{{AgentName}}

AGENT CODE

{{AgentCode}}

CONTACT NO.

{{MobTel}}

AGENCY

{{AgencyName}}

AGENCY CODE

{{AgencyCode}}

REGION

{{AgentRegion}}

APPOINTMENT DATE AS UM

{{AppointmentDate}}

RELATIONSHIP WITH IMMEDIATE LEADER*

STEP 02: MINIMUM QUALIFICATION REQUIREMENTS Part 1

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PART A: SERVICE PERIOD

minimum 3 years as UM

MONTHS OF SERVICE

36


PART B: AGENCY TOTAL PRODUCTION CREDIT (TPC)

minimum district TPC of RM1 million (including one level downline UM)
TPC period is accumulated from the last 24 months

CURRENT YEAR (AS AT NOV)
DISTRICT TPC (RM)*
Own Agency TPC (RM)*
Total TPC (RM)

-

PREVIOUS YEAR (AS AT NOV)
DISTRICT TPC (RM)*
Own Agency TPC (RM)*
Total TPC (RM)

-

District Agency Total (RM)

-

STEP 03: MINIMUM QUALIFICATION REQUIREMENTS Part 2

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PART C: MANPOWER

minimum 12 Qualifying Agents (minimum two (2) One Level Downline UM prior to appointment as District Manager and 10 agents) meeting MOC of RM30,000 TPC each
One Level Downline UM excludes spouse and DAUM, please refer Agency Handbook version 6.0 [4.3.1 Note (3)]

YOUR TEAM

Add Manpower
Add Manpower

{{AgentName}}

Agent Code : {{AgentCode}}

+ Expand
{{#each MyAgentObj}}

1. Agent

AGENT CODE

{{AgentCode}}

AGENT'S NAME

{{AgentName}}

TPC AT DECEMBER OF CURRENT YEAR (RM)

{{Y1TpcDirect}}

PR (%)

{{D1PrPersonal}}

Relationship

{{/each}}

DOWNLINE UNIT MANAGERS

No manpower entered. Please add manpower as per minimum requirement.

{{#each MyUMObj}}
1. Unit Manager

1. Unit Manager
- COLLAPSE + EXPAND
UNIT MANAGER'S CODE

{{UnitManager.AgentCode}}

UNIT MANAGER'S NAME

{{UnitManager.AgentName}}

Direct Team Tpc (RM)

{{UnitManager.Y1TpcDirect}}

Direct Team PR (%)

{{UnitManager.D1PrPersonal}}

Relationship*
{{#each Agents}}
{{@index}}. Agent
AGENT CODE

{{AgentCode}}

AGENT'S NAME

{{AgentName}}

TPC AT DECEMBER OF CURRENT YEAR (RM)

{{Y1TpcPersonal}}

PR (%)

{{D1PrPersonal}}

Relationship*

{{/each}}

{{/each}}

DOWNLINE UNIT MANAGERS (NEW)

No manpower entered. Please add manpower as per minimum requirement.

{{#each ManpowerAgentObj}}

1. Agent

AGENT CODE

{{AgentCode}}

AGENT'S NAME

{{AgentName}}

Agent Rank

{{AgentRank}}

TPC AT December OF CURRENT YEAR (RM)

{{Y1TpcPersonal}}

PR (%)

{{D1PrPersonal}}

Relationship*

{{/each}}

STEP 04: MINIMUM QUALIFICATION REQUIREMENTS Part 3

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PART D: Training

**required to pass LIMRA Pacesetter

Date OF EXAM*

NOTE:
**Effective 1st Dec 2016 onwards, ELM will be replaced by LIMRA Pacesetter. Potential DMs who had attended ELM prior to 1st Dec 2016 shall be considered to have completed the pre-appointment training requirement. Potential DMs will still need to attend Pacesetter as Post6 DM Promotion Training Requirement. It's a "Vice Versa" approach for transition. Please refer to APAC for more details on training related matters.

PART E: DIRECT Persistency Rate (PR)

minimum 85% for D1

PR D1 AS AT DECEMBER OF CURRRENT YEAR (%)*

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