试点扩容至20家！国联民生、华鑫等8家券商获准加入

Core Viewpoint - The expansion of the account management function optimization pilot program marks a significant step towards the large-scale development of a comprehensive account service system in the securities industry, with eight additional brokerages approved to participate, bringing the total to 20 [1][2][5]. Group 1: Pilot Program Expansion - Eight brokerages, including Guolian Minsheng and Huaxin Securities, have been granted approval to participate in the account management function optimization pilot program, which aims to enhance customer service and operational efficiency [3][4]. - The total number of brokerages eligible for the pilot program has increased to 20, indicating a shift towards a more comprehensive account service system [2][5]. Group 2: Regulatory Requirements - The regulatory opinions require participating brokerages to prioritize customer fund safety, manage fund transfers between accounts, and ensure compliance with customer identity verification and management [3][6]. - Brokerages must implement strict management mechanisms for account continuity and customer identity consistency, alongside enhanced risk monitoring and investor education [3][6]. Group 3: Historical Context and Progress - The account management function optimization pilot began in December 2021, with an initial group of 10 brokerages, and has since expanded to include additional firms, reflecting ongoing improvements in the account management system [5][6]. - The pilot program has led to significant advancements in comprehensive account services, with early participants developing integrated solutions for account management and fund transfers [6]. Group 4: Benefits for Investors and Brokerages - The comprehensive account system is expected to improve fund allocation efficiency for investors and streamline processes, meeting the demand for more convenient services [7]. - For brokerages, the optimization of account management functions is seen as a key infrastructure for transforming business models and enhancing operational capabilities, ultimately benefiting customer experience and competitive advantage [7].