Compiler: Fund China

Fund sales channels what?

Fund sales are three main channels, direct marketing fund companies, banks consignment outlets, securities companies consignment outlets, Now networks Postal Savings Fund has become the fourth sales channels. A few of professional fund several sales companies can sell funds.

Different channels of subscription funds it make any difference?

Fund companies direct marketing center : advantages can be achieved through online trading accounts, the view (h) purchase, for the redemption procedures. enjoy transaction fee concessions, from the time and place restrictions; drawback is that customers need to buy a number of fund companies often need product in a number of fund companies going through relevant procedures. investment management more complicated. In addition, investors need a corresponding equipment and Internet access, with a strong network of knowledge and ability to apply it.

Bank branches sold : the advantage of the many networks banks, investors, facilitate access; drawback is that each bank outlets, sold the company’s products limited funds, the general fund mainly to the new; Investors need to travel processing networks.

Corporation Distribution : advantages of the securities companies have joined the majority of fund products, wider choices, Corporation customers with professional investment managers, their ability to provide good analysis, recommended by the Corporation of Internet transactions. telephone can be achieved Fund commissioned the transaction procedures; access funds through Yinzhengzhuaizhang, can be securities, fund a variety of products in an integrated account management; the drawback is the Corporation points less than that of bank outlets, for the first time to the business needs of the Corporation outlets.

How to choose their own channels to purchase fund?

For a strong professional capacity (able to fund product analysis, access to the Internet for business) investors, Fund companies direct choice is the better choice. As long as sufficient energy can be analyzed through product and their online transactions for the investment management of the Fund.

For older middle-aged and older fund investors, suitable choice of bank networks and around the Corporation outlets. Networks because many banks, it is easier; to the Corporation may rely on the client manager Corporation adopted on the recommendation of counters such as choice of fund.

For salaried class, or young white-collar workers, more suitable for networks through securities companies to achieve one-stop management and through multiple accounts of an investment product management, use the telephone or Internet transactions commissioned by the operation, Auxiliary to the Corporation’s proposal to raise professional fund investment income level.

Different channels the flow of funds to purchase the same?

That the fund companies and banking networks and securities companies outlets or accounts for the Fund to purchase the same basic process :

First, network counters to complete “open fund account application form” → Completed forms and documents submitted to counter effectively operational personnel → off operators to set up transactions of passwords and PIN inquiries → counter officers return to the “admissibility accounts acknowledgment” → T +2 customers in Japan through telephone, Internet, or to the consignee networks on the results of the application.

Counters account the need to provide information on :

① I valid identity Original (including identity cards, testified that Junguanzheng soldiers cards, passports, etc.);

② savings bank card or passbook for the securities transfer.

Then, Commissioned by telephone, in person or online transaction counters Fund subscription (Applications), redemption procedures.

Copyright Fund China 2009.

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