顺盈彩票
業務特色
服務流程
  • 1 需求分析
    通過與客戶的充分溝通,了解客戶的投資目的、投資偏好、投資限制、流動性需求、風險承受能力和稅收管理需求,評估客戶的財務狀況,確定客戶的風格類型。
  • 2 產品設計
    在與客戶進行充分交流的基礎上,針對客戶的風格類型以及風險承受能力,設計個性化的理財產品,定制投資計劃并提供投資建議書。
  • 3 報備開戶
    根據證監會的要求,進行產品報備。
  • 4 產品發行
    雙方簽訂資產管理合同,明確投資范圍、投資金額、委托期限、管理費率、托管費率、業績報酬提取比例、各方的權利義務等關鍵事項。
  • 5 投資運作
    資產管理合同約定的全部委托資產到賬,且當事人簽署所有相關法律文件后,委托資產進入投資運作階段。
  • 6 客戶服務
    我們將組建以投資組合經理和投資顧問為主的客戶服務團隊,并且將客戶關系維護、網站服務、呼叫中心業務等納入到一個外部和內部相結合的特定客戶資產管理服務平臺上,提供包括資產管理合同約定在內的全面服務。
顺盈彩票

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