How can UITF Marketing Personnel assist clients?

UITF Marketing Personnel play a critical role in assisting clients by providing them with vital information about the unit investment trust funds, specifically about the performance and potential returns of their investments. Offering annualized return information allows clients to understand how their investments have performed over a specific period and to make informed decisions regarding their portfolios. This type of information is essential for clients who want to evaluate the effectiveness of their investment choices relative to their financial goals.

Unlike providing legal advice or guiding monetary policy decisions, which fall outside the expertise and responsibilities of UITF marketing personnel, sharing annualized return data directly supports clients in assessing their financial standing and expectations. Furthermore, executing trades on behalf of clients typically requires a more formal relationship and licensing that marketing personnel do not possess, and instead is generally handled by authorized personnel within the financial institution.

Therefore, the emphasis on annualized return information underlines the marketing personnel's focus on educating and supporting clients in their investment journey, ensuring they have access to the necessary data to make informed financial decisions.