万家基金管理有限公司关于增加邮储银行为旗下部分基金 销售机构并开通定投的公告

Core Viewpoint - The announcement details the partnership between Wanjia Fund Management Co., Ltd. and Postal Savings Bank of China, allowing certain funds to be purchased, redeemed, and invested through the bank starting from April 21, 2025 [1]. Group 1: Fund Products and Services - The funds available for purchase through Postal Savings Bank are specified in the announcement [2]. - A systematic investment plan (SIP) will be introduced, allowing investors to set up automatic investments by submitting an application to Postal Savings Bank [2]. - All investors who meet the relevant fund contract requirements are eligible to participate in the SIP [2]. Group 2: Application and Processing - Investors must have an open-end fund account to apply for the systematic investment plan, following the procedures set by the sales institutions [3]. - The application acceptance time for this service aligns with the regular fund purchase acceptance time [4]. - The minimum fixed investment amount for each period is set at RMB 10, with no upper limit [5]. Group 3: Payment and Confirmation - Investors should agree on the deduction date with the sales institutions, and deductions will be processed on the agreed date, with adjustments made for non-fund trading days [6][7]. - The fund subscription fee will follow the same rate as regular fund purchases, with any promotional rates announced by the sales institutions [9]. - Subscription shares will be calculated based on the net asset value on the subscription application date, and investors can check their transaction status starting from the next business day after confirmation [11]. Group 4: Changes and Cancellations - Investors can request changes to their monthly deduction amounts and dates, or terminate the systematic investment plan by following the procedures set by the sales institutions [12].

PSBC-万家基金管理有限公司关于增加邮储银行为旗下部分基金 销售机构并开通定投的公告 - Reportify