Core Viewpoint - The banking industry is enhancing support for pension wealth management services to ensure their sustainable and healthy development [1][3]. Group 1: System Integration - The notice emphasizes the need for participating institutions (issuers, sales institutions, and custodians) to connect to the banking wealth management registration and custody center's platform for effective information disclosure, data exchange, and limit management [1][3]. - Participating institutions must apply for access to the wealth management industry platform, complete system testing, and submit account opening materials after passing the registration center's acceptance [1][3]. Group 2: Information Registration - Institutions are required to register relevant information in the national banking wealth management information registration system, ensuring the authenticity, accuracy, completeness, and timeliness of the data [1][3]. - Registrations submitted after the platform's business hours will be processed the following day [1][3]. Group 3: Product Naming and Information Disclosure - Issuers must include the term "pension" in the names of pension wealth management products and label sub-accounts of personal pension wealth management products as "L shares" [2][4]. - Daily registration of product catalog information, net asset values, investor transaction details, and holdings must be conducted on the wealth management industry platform by the issuers of personal pension wealth management products [2][4]. Group 4: Sales Institution Responsibilities - Sales institutions are required to assist investors in opening platform accounts when they first purchase pension wealth management products and must update relevant information on the platform within one working day if there are changes to the investor's account status or personal information [5]. - Sales institutions must register pre-sale information on the platform by the next working day when investors apply for pension wealth management products [5].
银行业理财登记托管中心:个人养老金理财产品发行机构应在理财行业平台每日登记产品净值信息、持仓信息等
Xin Lang Cai Jing·2025-12-17 14:19