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融通基金关于旗下部分开放式基金新增中信银行股份有限公司为销售机构并参加其费率优惠活动的公告
Shang Hai Zheng Quan Bao·2025-09-23 08:54

Group 1 - The core point of the announcement is that Rongtong Fund Management Co., Ltd. has signed a sales agreement with CITIC Bank Co., Ltd. to add the "CITIC Peer+" financial service platform as a sales institution for certain open-end funds starting from September 23, 2025 [1][9] - The fee discount for investors purchasing the applicable funds through the CITIC Peer+ platform will be based on the promotional announcements from the platform, with fixed fees being applied if the purchase fee is a fixed amount [1][2] - The fee discount activity is applicable only to the front-end charging model of funds that are in the normal subscription period, excluding back-end charging model fees and subscription fees for funds in the fundraising period [1][2] Group 2 - Investors can only apply for conversions within the same charging model, meaning front-end to front-end and back-end to back-end conversions are allowed, but not vice versa [4] - Different share classes of the same fund cannot be converted into each other, and any changes to the business rules will be announced by Rongtong Fund [4] - For detailed information about the funds, investors are advised to read the fund contracts and prospectuses [5]