昆仑信托董事长建言特殊需要信托 获监管部门答复

Core Viewpoint - The Ningbo Financial Regulatory Bureau has responded to proposals regarding the development of special needs trusts, emphasizing the need for a multi-faceted approach to improve financial services for special needs groups [1][2][3]. Group 1: Recommendations for Special Needs Trust Development - The proposal includes six key recommendations: 1. Encourage multi-party participation from government, NGOs, trust companies, law firms, and community service organizations to build a service network for special needs trusts [1]. 2. Increase public awareness by educating government departments, especially civil affairs and judicial departments, and the public about the concept, operation, and policy advantages of special needs trusts [2]. 3. Establish a regular communication and coordination mechanism among civil affairs, finance, and judicial departments [2]. 4. Suggest the local government implement supportive policies for special needs trusts, including tax incentives or financial subsidies for families transferring real estate to trust accounts [2]. 5. Develop a comprehensive assessment mechanism to accurately identify eligible individuals and ensure the fairness and effectiveness of subsidy policies [2]. 6. Conduct professional training to enhance the capabilities of involved parties [3]. Group 2: Regulatory Response and Future Actions - The Ningbo Financial Regulatory Bureau emphasizes its commitment to improving financial services for special needs groups and will continue to promote innovation in financial products and service models within the banking and insurance sectors [3]. - The bureau will also encourage trust companies to enhance their capabilities in charity trusts, including fundraising, process monitoring, and beneficiary management, while strengthening oversight of fund usage [3]. - In terms of tax support, families transferring real estate to trust accounts are subject to six types of taxes but may qualify for tax reduction policies if they meet certain criteria [3]. Group 3: Innovations by Kunlun Trust - Kunlun Trust has made significant strides in the charity trust sector, completing the first national equity charity trust property registration in July, aimed at enhancing the accounting capabilities of social organizations [4]. - The company reported a net profit of 22.6947 million yuan for the year, reversing two years of losses, with a 219% year-on-year increase in operating income to 680 million yuan and a management asset scale exceeding 340 billion yuan, reflecting a 33% growth since the beginning of the year [4]. - Kunlun Trust's innovative practices in equity charity trusts may serve as a new model for industry transformation [4].