Core Viewpoint - The article emphasizes the importance of selecting legitimate fund sales platforms for investors, highlighting the necessity of verifying the qualifications of these platforms to avoid potential financial losses due to fraudulent entities [2][7]. Group 1: Understanding Fund Sales License - Fund sales refer to activities such as opening fund trading accounts, promoting funds, and handling transactions, which require a "Fund Sales License" similar to a "Drug Operating License" for pharmacies [2]. - According to the regulations established by the China Securities Regulatory Commission (CSRC) in August 2020, various financial institutions must apply for a fund sales business qualification and obtain a "Securities and Futures Business License" to engage in fund sales [3][4]. Group 2: Methods to Verify Fund Sales Institutions - Investors can use two primary methods to verify the legitimacy of fund sales institutions: 1. Method One: Check the official website of the China Securities Investment Fund Industry Association, which provides a public directory for fund sales institutions [8][9]. 2. Method Two: Access the CSRC's official website to find the list of licensed fund sales institutions by navigating through the relevant sections [11][14]. Group 3: Case Study of a Fund Sales Institution - Shenzhen Qianhai Paipai Fund Sales Co., Ltd. was established in September 2015 and obtained its fund sales qualification in 2016. It focuses on public and private fund sales and has built stable partnerships with over 300,000 high-end investors [17].
教你两招,识别真假基金销售机构!
私募排排网·2025-11-28 12:00