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磐松资产|金融教育宣传周:保障金融权益,助力美好生活
Xin Lang Ji Jin·2025-09-23 09:53

Core Viewpoint - The article emphasizes the importance of financial education and investor protection, highlighting the initiatives taken by Pansong Asset during the Financial Education Promotion Week to promote rational investment and safeguard financial rights [1][3][23]. Group 1: Financial Education Initiatives - Pansong Asset is actively conducting a Financial Education Promotion Week themed "Safeguarding Financial Rights, Supporting a Better Life," in response to national directives [1]. - The company focuses on investor education and appropriate management, enhancing internal compliance training, and improving service levels [1][3]. - Pansong Asset is engaging with communities, particularly targeting vulnerable groups such as the elderly and university students, to raise awareness and prevent illegal financial activities [1][3]. Group 2: Key Points on Private Fund Investment - During the Financial Education Promotion Week, Pansong Asset outlined four core points for private fund investment to enhance investors' risk awareness and promote rational investment [3]. - Verify registration: Ensure that private fund institutions are registered with the Asset Management Association of China [3]. - Reject guaranteed returns: Private funds cannot promise capital preservation or guaranteed returns, as such claims are considered illegal [3]. - Monitor channels: Private fund promotions should not occur in public forums; any unsolicited marketing should be ignored [3]. - Control fund flow: Investor funds must be directed to custodial accounts managed by banks or brokers, not personal accounts [3]. Group 3: Internal Compliance Training - Pansong Asset conducted a compliance training session on September 15, focusing on private fund regulatory requirements and internal procedures to strengthen compliance awareness among employees [5]. - The company views compliance as essential for its operations, establishing a comprehensive compliance and operational system covering all aspects of fund management [5][7]. Group 4: Community Engagement and Anti-Fraud Activities - On September 20, Pansong Asset organized community anti-fraud activities to promote financial literacy and integrity, using interactive methods to engage residents [9][15]. - The activities included a quiz on fraud prevention and a game designed to raise awareness about financial risks, attracting participation from various age groups [15][17]. - Participants received customized promotional items to reinforce the message of rational investment in their daily lives [21]. Group 5: Future Directions - Pansong Asset aims to continue its commitment to "finance for the people," focusing on investor needs and innovating educational formats and content [23]. - The company has established a dual approach of online and offline educational initiatives to effectively reach diverse investor groups [23].