易方达基金：拟将零售直销、基金投顾业务逐步迁移至易方达财富

Core Viewpoint - E Fund Management has established a wholly-owned subsidiary, E Fund Wealth Management Fund Sales (Guangzhou) Co., Ltd., to enhance its wealth management services and integrate retail direct sales and fund advisory services [1][3] Group 1: Company Structure and Licensing - E Fund Wealth has obtained the Securities and Futures Business License and the qualification for the pilot fund advisory business [1][3] - The establishment of E Fund Wealth is part of a strategy to better serve investors through the integration and upgrade of wealth management services [1][3] Group 2: Business Migration Plan - E Fund plans to gradually migrate its retail direct sales and fund advisory services to E Fund Wealth, allowing personal investors to transfer their holdings to the new subsidiary [1] - Investors can choose to transfer their E Fund-related products to E Fund Wealth while maintaining the same redemption fees, transaction efficiency, and services [1] - A transition period will be set up during which both E Fund and E Fund Wealth will continue to provide announcements to investors [1] Group 3: Advisory Service Transition - Starting from January 23, the fund advisory service providers on 21 cooperative platforms, including Tian Tian Fund and China Merchants Bank, will change from E Fund to E Fund Wealth [2] - All rights and obligations under the advisory service agreements will automatically transfer to E Fund Wealth, which will continue to provide the same services, rules, and fee rates [2]