Promotion

STEP 01: PERSONAL DETAILS

Full Name As Per Ic

AGENT CODE

CONTACT NO.

AGENCY

AGENCY CODE

REGION

APPOINTMENT DATE

RELATIONSHIP WITH IMMEDIATE LEADER*

STEP 02: MINIMUM QUALIFICATION REQUIREMENTS Part 1

PART A: SERVICE PERIOD

minimum 24 months

MONTHS OF SERVICE

PART B: DIRECT TEAM & PERSONAL TOTAL PRODUCTION CREDIT (TPC)

DIRECT TEAM TPC

minimum RM300,000 for the last 12 months

sales TPC (RM)*

PERSONAL TPC

minimum RM60,000 for the last 12 months

sales TPC (RM)*

PART C: Personal Persistency Rate (PR)

minimum 85% for D1

D1 PR as at December OF CURRENT YEAR (%)*

PART D: Training

**required to pass BAMC+

Date of Exam*

If the year of completion is more than 2 years from December 2017, enter the date of you have completed your Refresher Course here.

REFRESHER COURSE DATE

Refresher Course is required should the exam taken is more than 2 years prior to appointment.

NOTE:

**Effective 1st Dec 2016 onwards, BAMC will be replaced by BAMC+ (Basic Agency Management Course Plus). Potential UMs who had attended BAMC prior to 1st Dec 2016 shall be considered to have completed the pre-appointment training requirement. Please refer to APAC for more details on training related matters.

STEP 03: MINIMUM QUALIFICATION REQUIREMENTS Part 2

PART E: Personal Cases

minimum 24 cases in the last 24 months

CURRENT YEAR*

PREVIOUS YEAR*

PART F: MANPOWER

minimum 6 Qualifying Agents (minimum 1 AUM and 5 agents) meeting MOC of RM30,000 TPC each

YOUR MANPOWER

Agent Code : {{AgentCode}}

Agents

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

1. Agent

AGENT CODE

AGENT'S NAME

Agent Rank

TPC AT December OF CURRENT YEAR (RM)

PR (%)

Relationship*

I, the above named agent would like to apply for the rank of Unit Manager and hereby certify that the particulars provided by me are true and accurate. I understand that any non-disclosure will automatically disqualify my application.

Application For
Appointment To Unit Manager

STEP 01: PERSONAL DETAILS

Full Name As Per Ic

AGENT CODE

CONTACT NO.

AGENCY

AGENCY CODE

REGION

APPOINTMENT DATE

RELATIONSHIP WITH IMMEDIATE LEADER*

STEP 02: MINIMUM QUALIFICATION REQUIREMENTS Part 1

PART A: SERVICE PERIOD

MONTHS OF SERVICE

PART B: DIRECT TEAM & PERSONAL TOTAL PRODUCTION CREDIT (TPC)

DIRECT TEAM TPC

sales TPC (RM)*

PERSONAL TPC

sales TPC (RM)*

PART C: Personal Persistency Rate (PR)

D1 PR as at December OF CURRENT YEAR (%)*

PART D: Training

Date of Exam*

REFRESHER COURSE DATE

NOTE:

STEP 03: MINIMUM QUALIFICATION REQUIREMENTS Part 2

PART E: Personal Cases

CURRENT YEAR*

PREVIOUS YEAR*

PART F: MANPOWER

YOUR MANPOWER

{{AgentName}}

Agents

1. Agent

AGENT CODE

AGENT'S NAME

Agent Rank

TPC AT December OF CURRENT YEAR (RM)

PR (%)

Relationship*

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Application For Appointment To Unit Manager

STEP 01: PERSONAL DETAILS

Full Name As Per Ic

AGENT CODE

CONTACT NO.

AGENCY

AGENCY CODE

REGION

APPOINTMENT DATE

RELATIONSHIP WITH IMMEDIATE LEADER*

STEP 02: MINIMUM QUALIFICATION REQUIREMENTS Part 1

PART A: SERVICE PERIOD

MONTHS OF SERVICE

PART B: DIRECT TEAM & PERSONAL TOTAL PRODUCTION CREDIT (TPC)

DIRECT TEAM TPC

sales TPC (RM)*

PERSONAL TPC

sales TPC (RM)*

PART C: Personal Persistency Rate (PR)

D1 PR as at December OF CURRENT YEAR (%)*

PART D: Training

Date of Exam*

REFRESHER COURSE DATE

NOTE:

STEP 03: MINIMUM QUALIFICATION REQUIREMENTS Part 2

PART E: Personal Cases

CURRENT YEAR*

PREVIOUS YEAR*

PART F: MANPOWER

YOUR MANPOWER

Add Manpower

{{AgentName}}

Agents

1. Agent

AGENT CODE

AGENT'S NAME

Agent Rank

TPC AT December OF CURRENT YEAR (RM)

PR (%)

Relationship*

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Application For
Appointment To Unit Manager