If you wish to search any guidance slides that shared before, do retrieve from our telegram.

https://t.me/+fKPyWOUZbsc4NmQ1

Thanks

Dear all, gentle reminder on your license renewal in FCS portal

1. Profile Update

FCS Profile Update Problem

If you encounter issues such as not being able to upload or click any icons, please go to Consultant > Application Status.

Then, click on Draft under the Action column. From there, you should be able to edit. ✅

As for profile photo update, click NRIC number at the top & click “Account”

Pls be reminded once the application is submitted, no changes are allowed.

UTC shall check regularly for the status & react once it’s returned.

2. Renewal Update （COMPULSORY FOR YEARLY)

Profile Management > Profile > 3 line icon > Renewal

Please be informed that UTCs/PRCs will not be able to proceed with their renewal update if they have not completed the required 16 CPD points.⛔️

Kindly complete it at soonest to avoid delay in submission 🙏

UTC analytic > performance > month > Group QPB Payout > Group Redemption (can select period for particular month )

To check AUM

UTC analytic > performance > month > Others > AUM

To check downline’s sales scheme & categories

UTC analytic > UTC Network > Dircet downlines > Sales status (can select type/scheme and filter the fund categories)

To check e Recruitment Registration status of new recruit

UTC Analytics > UTC Network > Downline Status of Recruitment >Search downline > Registration Status

To check Personal/Group DDA for current/previous year

UTC Analytics > Performance > Period:Range

To check the number of New DDA investors

UTC Analytics > Personal & Achievements > Personal NSC points > Other info

To check on DDA

Investor analytics > investors > DDA