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Tuesday, July 27, 2010

Mutual Gold Elite Privileges and Benefits

1) Privileged Health Packages
You get to enjoy up to 50% savings on health screening packages at the Pantai Group of Hospitals.

2) Discounted Rate on Mutual Life Plus 2 Insurance
Enjoy savings of 10% on optional insurance Mutual Life Plus 2 which provides term life, personal accident and 36 critical illness coverage.

3) Monthly Statement of Accounts
With your accounts all consolidated into one Monthly Statement of Accounts, you will get a clear view of all your investment accounts without having to go through individual account statements.

4) Free Insurance Coverage
Enjoy free Group Personal Accident with Permanent Disability Insurance coverage of RM1.00 for every 1 Qualifying Point subject to a maximum coverage of RM750,000. This coverage ceases in the event that your Qualifying Points drop below 100,000 at any one time.

5) Privileged Benefits with Public Bank
Get a Free-for-life Platinum Credit Card* from Public Bank for as long as you maintain your Mutual Gold Elite status.
* Subject to terms and conditions

No commission and stamp duty on cashier's order/banker's cheque purchased from Public Bank branches.

6) Personalized Financial Planning Organizer
You will be presented with a personalized financial planning organizer to assist you in maintaining your investment transactions.

7) Birthday Gift Surprise
You will receive on your birthday a premium gift that is carefully selected just to add delight to your special day!

8) Free Will Writing and Trust Services
Get your Will written now. PB Trustee and Amanah Raya Berhad can help, and the Will Writing* is free without having to appoint them as Executor.

Or, if you want to set up a Trust for your children and loved ones, do it at PB Trustee where preparation of Trust* is free. At Amanah Raya Berhad, there is a 50% discount on the fees for preparation of the Trust.

For more information, call PB Trustee at 03-2176 6651 or ARB at 03-2055 7622.

* Subject to terms and conditions

9) Free Trust Nomination
You are entitled up to 5 Free Trust Nominations. By setting up Trust Nomination now, you can ensure that your unit trust investment are distributed to your beneficiaries.

10) Repurchase Cheques Within Two Business Days
Get your repurchase cheques within two business days. We can arrange for cheque bank-in. All we require is your bank account number.

11) Free Switchings
You get to enjoy up to 30 free switchings a year.

12) Fee Waiver
Administration fee for transfer of units is waived.

13) Complimentary Magazine
You have a choice of a complimentary magazine in either English, 'Calibre' or Chinese, 'Feng'. Both magazines will keep you informed on the best that life has to offer; featuring lifestyle articles on travel, dining, health,personal finance and much more!

14) Invitation to Seminars & Talks
You will also receive special invitations to Seminars & Talks with interesting topics on the financial markets, financial planning and lifestyles arranged exclusively for you.

15) Market Updates and Reviews
Keep in touch on the latest investment scene through our Market Report via email.

16) Insurance Products From LonPac Insurance
Enjoy special rates for :
> Houseowner Insurance and Householder Insurance.
> Privilege Car Protector Insurance, TravelNet and Golfer's Insurance.

Please call Lonpac at 03-2262 8688 for assistance.

17) Red Carpet Banking Privileges
You also get a dose of Red Carpet Banking privileges, offered by Public Bank to their valued customers. All that is required of you is to maintain a minimum of RM200,000 in savings, current and fixed deposit accounts with Public Bank.

18) Exclusive Mutual Gold Centre
Enjoy a drink and relax in the comfort and ambience of our Mutual Gold Centre while we attend to you.

19) Dedicated Mutual Gold Hotline
You can be assured of quick and immediate service through our dedicated Hotline.

Mutual Gold Benefits and Services

Free Will Writing and Trust Services
Get your Will written now. PB Trustee and Amanah Raya Berhad can help, and the Will Writing* is free without having to appoint them as Executor.

Or, if you want to set up a trust for your children and loved ones, do it at PB Trustee where preparation of Trust* is free. At Amanah Raya Berhad, there is a 50% discount on the fees for preparation of the Trust.

For more information, call PB Trustee at 03-2176 6651 or ARB at 03-2055 7622.

* Subject to terms and conditions

Free Trust Nomination
You are entitled up to 5 Free Trust Nominations. By setting up Trust Nomination now, you can ensure that your unit trust investment are distributed to your beneficiaries.

Free Public Bank Credit Cards
Get a free-for-life Credit Card* from Public Bank as long as you maintain your Mutual Gold status.

* Subject to terms and conditions

Repurchase Cheques Within Two Business Days
Get your repurchase cheques within two business days. We can arrange for cheque bank-in. All we require
is your bank account number.

Free Switchings
You get to enjoy up to 18 free switchings a year.

Fee Waiver
Administration fee for transfer of units is waived.

Free Insurance
Enjoy free Group Personal Accident with Permanent Disability Insurance coverage of RM1.00 for every 1 Mutual Gold Qualifying Point, subject to a maximum coverage of RM500,000.00. You will not be covered in the event that your total Qualifying Points drop below 100,000 at any one time.

Complimentary Magazine
You have a choice of a complimentary magazine in either English, 'Calibre' or Chinese, 'Feng'. Both magazines will keep you informed on the best that life has to offer; featuring lifestyle articles on travel, dining, health,personal finance and much more!

Quarterly Statement of Accounts
With your accounts all consolidated in one Quarterly Statement of Accounts, you will get a clear view of all your investment accounts without having to go through individual account statements.

Invitation to Seminars & Talks
You will also receive special invitations to Seminars & Talks with interesting topics on the financial markets,financial planning and lifestyles arranged exclusively for you.

Market Updates and Reviews
Keep in touch on the latest investment scene through our Market Report via email.

Insurance Products From LonPac Insurance
Enjoy special rates for :
> Houseowner Insurance and Householder Insurance.
> Privilege Car Protector Insurance, TravelNet and Golfer's Insurance.

Please call Lonpac at 03-2262 8688 for details.

Red Carpet Banking Privileges
You also get a dose of Red Carpet Banking privileges, offered by Public Bank to their valued customers. All that is required of you is to maintain a minimum of RM200,000 in savings, current and fixed deposit accounts with Public Bank.

Exclusive Mutual Gold Centre
Enjoy a drink and relax in the comfort and ambience of our Mutual Gold Centre while we attend to you.

Dedicated Mutual Gold Hotline
You can be assured of quick and immediate service through our dedicated Hotline.