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送投教话养老——国寿安保基金“晚晴基金课堂”走进养老社区
Xin Lang Ji Jin· 2025-10-17 02:38
Core Viewpoint - The event "New Era, New Fund, New Value" focuses on high-quality development of public funds in Beijing, emphasizing investor education for the elderly community [1][5]. Group 1: Event Overview - The event is guided by the Beijing Securities Regulatory Bureau and involves collaboration between Guoshou Anbao Fund Management Co., Ltd. and Guoshou (Tianjin) Pension Investment Co., Ltd. [1] - The "Late Autumn Fund Classroom" was held at the Guoshou Jiayuan Tianjin Leisure Community, targeting elderly residents to enhance their financial literacy [1][3]. Group 2: Educational Content - The educational session covered basic fund concepts, types of common fund products, asset allocation principles, and how to identify and prevent illegal fundraising and financial fraud [3]. - Key investment principles highlighted include the relationship between high returns and high risks, and the importance of matching investments with individual risk tolerance [3]. Group 3: Community Engagement - The event featured interactive Q&A and one-on-one consultation sessions, allowing elderly participants to ask specific questions about pension management and fund investment [3]. - Feedback from participants indicated that the session was relatable, understandable, and practical, enhancing their confidence in financial matters [3]. Group 4: Corporate Responsibility and Strategy - The initiative reflects Guoshou Anbao Fund's commitment to high-quality development, social responsibility, and community service, bridging the gap between professional financial knowledge and the elderly population [5]. - This activity aligns with China Life Group's "333" strategy and aims to provide diverse, inclusive, and accessible financial services, reinforcing the brand promise of "One Guoshou, Lifelong Protection" [5].
金融教育宣传周 用金融温度守护最美“夕阳红
Qi Lu Wan Bao· 2025-10-13 01:44
Core Points - The article discusses various scams targeting the elderly, emphasizing the need for awareness and caution among older individuals to protect their savings [2][4][20]. Group 1: Common Scams - "Public Security and Law Enforcement Calls": Scammers exploit the elderly's respect for authority by creating panic through fake calls and documents, leading them to surrender their savings [4]. - "High-Yield Investment Schemes": Scammers take advantage of the elderly's lack of financial knowledge, offering high returns and initially providing small interest payments to lure them into larger investments before disappearing [6][7]. - "Emergency Family Calls": Scammers impersonate family members using caller ID spoofing, creating urgent situations that prompt the elderly to transfer money without thinking [10]. - "Lottery and Prize Scams": Scammers prey on the elderly's hopes for unexpected wealth by sending fake winning notifications and creating complex transfer traps under the guise of fees [12][13]. - "Miracle Drugs": Scammers use free health checks to build trust and then employ aggressive marketing tactics to sell worthless products to the elderly [15][17]. - "Pension Reimbursement Scams": Scammers pose as social security officials, claiming they can help with pension applications for a fee, often charging thousands [19][20]. Group 2: Anti-Scam Tips - "Do Not Be Deceived": Elderly individuals should ignore calls claiming they are involved in criminal activities and consult family or authorities when in doubt [22]. - "Avoid High Returns": The article warns that high returns and unexpected prizes are often traps, and small incentives may hide larger scams [22]. - "Do Not Transfer Money Easily": Any request for upfront payments should be treated as a scam, emphasizing the importance of not paying before services are rendered [22].
北京公募高质量发展系列活动|惠升基金客户陪伴沙龙
Xin Lang Ji Jin· 2025-10-09 03:34
Group 1 - The core idea of the article is to enhance the protection of clients' financial assets by providing practical anti-fraud knowledge through interactive client engagement activities organized by Huisheng Fund [1][2] - Huisheng Fund held a themed event titled "Caring Companionship: Safeguarding Client Assets Against Fraud," focusing on common financial fraud risks faced by clients [1] - The event included a "scenario-based interaction" segment where the service team simulated various fraud scenarios to teach clients how to recognize and respond to fraudulent tactics [2] Group 2 - The service team identified frequent fraud types such as "pension investment scams" and "imitation financial institution customer service scams," providing clients with real case analyses to understand the fraudsters' tactics [1] - Clients received exclusive materials, including an "Anti-Fraud Guide for Clients" and a "Regulated Financial Product Inquiry Manual," which detail common fraud types and prevention techniques [2] - Huisheng Fund plans to continue optimizing the content and format of client engagement activities to effectively convey financial knowledge and anti-fraud skills, contributing to the protection of clients' financial interests [2]
民生银行潍坊大有公馆小微支行反诈宣传进企业 筑牢金融安全屏障
Qi Lu Wan Bao· 2025-09-30 01:49
Group 1 - The core theme of the event was "Sounding the Alarm for Consumer Protection Funds, Financial Knowledge in Qilu," aimed at enhancing employees' awareness of financial risk prevention and their ability to identify various types of fraud [1][3] - The presentation utilized a professional model of "case analysis + method breakdown + interactive Q&A" to educate employees about prevalent financial scams such as telecom network fraud, illegal fundraising, and false investment schemes [3] - The bank emphasized the importance of establishing a set of anti-fraud principles: "do not trust easily, do not disclose information, do not transfer funds," and encouraged immediate verification with banks or law enforcement in suspicious situations [3] Group 2 - The event included a comprehensive approach with the distribution of anti-fraud manuals, guidance on downloading the National Anti-Fraud Center APP, and explanations of the bank's protective mechanisms regarding account security and transaction risk alerts [3] - The bank's commitment to "serving the public and caring for people's livelihoods" is reflected in its ongoing efforts to deepen financial knowledge outreach in enterprises, communities, and campuses [3] - The initiative aims to fulfill the bank's social responsibility and contribute to building a harmonious financial ecosystem through professional services [3]
民生银行济南舜华北路支行开展反诈宣传活动
Qi Lu Wan Bao· 2025-09-29 06:28
Group 1 - The core viewpoint of the articles is the proactive measures taken by Minsheng Bank's Jinan Shunhua North Road branch to enhance public financial safety awareness and prevent financial fraud risks through a series of diverse promotional activities [1][2] Group 2 - The promotional activities focused on the theme "Protecting Financial Rights, Supporting a Better Life," aiming to educate the public on financial knowledge and enhance their awareness and ability to prevent fraud [1] - The branch set up temporary promotional points in high-traffic areas, such as the Shengfuzhuang market, distributing brochures and providing on-site explanations and case analyses to the public [1] - Staff used simple language to explain common fraud tactics related to "retirement finance" and "false investments," warning the public about the dangers of promises of "high returns with zero risk" and emphasizing the importance of conducting business through legitimate financial institutions [1] - The atmosphere at the event was lively, with many attendees seeking advice, and staff provided one-on-one answers to common financial issues like card usage and loan applications [1] Group 3 - The branch also expanded its outreach through in-branch and online media promotions, placing brochures and posters prominently and using video and LED screens to disseminate anti-fraud knowledge [2] - Staff engaged with the public through live Q&A sessions to explain legal knowledge related to online fraud, thereby increasing public awareness and self-protection capabilities [2] - Online, the branch utilized WeChat to share anti-fraud videos and typical cases, encouraging employees to share and further amplify the promotional impact [2] - The anti-fraud campaign has strengthened the public's ability to prevent financial risks, creating a solid "protective wall" for safeguarding their assets [2] - Minsheng Bank's Jinan Shunhua North Road branch plans to continue diverse financial knowledge promotion activities, extending quality financial services and a safer consumption environment to community grassroots [2]
建行烟台四马路支行:耐心宣传识骗局
Qi Lu Wan Bao· 2025-09-29 00:36
Core Insights - The article highlights the importance of bank employees in safeguarding customers from potential fraud, particularly targeting the elderly demographic [1][2][3] Group 1: Customer Interaction - A bank employee at the Yantai branch of China Construction Bank successfully prevented an elderly customer from withdrawing 40,000 yuan due to potential fraud risks [1] - The employee engaged the customer in conversation to understand the purpose of the withdrawal, demonstrating patience and professionalism [2] Group 2: Fraud Awareness - The bank employee educated the elderly customer about common fraud tactics, including impersonation of law enforcement and high-yield investment schemes [2] - The customer acknowledged previous contact from scammers promoting high-return financial products, leading to the decision to cancel the withdrawal [2] Group 3: Bank's Role - The incident illustrates that banks serve not only as financial institutions but also as protectors of customer assets, emphasizing the importance of proactive communication [3] - The bank aims to continue its commitment to customer safety by providing attentive service and professional advice to prevent financial scams [3]
建设银行镇江分行:联合多单位宣传 共筑金融安全防线
Jiang Nan Shi Bao· 2025-09-26 09:58
Core Viewpoint - The recent financial education event organized by China Construction Bank's Zhenjiang branch aims to enhance public financial literacy and strengthen the ability to prevent financial fraud [1][3] Group 1: Event Overview - The event was held in collaboration with multiple organizations, including the Zhenjiang Public Security Bureau Anti-Fraud Center and local educational institutions, focusing on the theme "Protecting Financial Rights and Supporting a Better Life" [1] - A financial education promotional video was presented to the audience, highlighting key financial knowledge and anti-fraud points [1] - The Zhenjiang Public Security Bureau Anti-Fraud Center conducted a session on preventing telecom fraud, emphasizing the importance of collaboration between banks and law enforcement [1] Group 2: Objectives and Impact - The event's goal is to unite various stakeholders to improve public awareness of financial fraud prevention, encouraging individuals to become both learners and disseminators of anti-fraud knowledge [3] - The innovative approach and resource integration during the event effectively enhanced the public's financial knowledge and fraud prevention capabilities, contributing to the protection of citizens' financial assets [3] - The initiative plays a significant role in fostering a safe, stable, and harmonious financial environment [3]
农行济南洛口支行:紧急挂失保护客户资金安全
Qi Lu Wan Bao· 2025-09-26 01:09
Core Points - A customer at Agricultural Bank of China in Jinan was targeted by scammers who remotely controlled her phone, leading to potential financial loss [1] - The bank's customer service manager acted quickly to help the elderly client by advising her to report the incident and freeze her bank account [1] - The scammers posed as Douyin customer service, tricking the client into downloading software that allowed them to access her funds [1] Group 1 - The incident highlights the increasing prevalence of phone scams targeting vulnerable individuals, particularly the elderly [1] - The bank's proactive measures, including immediate account freezing and police notification, demonstrate effective crisis management [1] - Public awareness campaigns are essential to educate customers on the risks of sharing personal information and the importance of safeguarding their financial assets [1]
农行济南绣惠支行:反诈宣传为银发老人筑牢安全防线
Qi Lu Wan Bao· 2025-09-25 09:44
Core Viewpoint - The Agricultural Bank of China (ABC) Jinan Xiuhui Branch is actively enhancing the anti-fraud awareness and capabilities of elderly community members through home visits and educational activities [1] Group 1: Anti-Fraud Campaign - The ABC Jinan Xiuhui Branch organized a door-to-door anti-fraud publicity campaign targeting elderly residents, considering their limited mobility and access to information [1] - Simple and easy-to-understand anti-fraud materials were prepared, including comic interpretations of common fraud methods such as impersonating children in emergencies and fake lottery winnings [1] - Local recent fraud cases were collected to provide real-life examples during the educational sessions, making the information more relatable and impactful for the elderly [1] Group 2: Community Engagement - Staff members were divided into groups to visit elderly residents, engaging them in casual conversations to create a comfortable atmosphere before introducing anti-fraud topics [1] - During the visits, staff explained various fraud methods and prevention techniques in a straightforward manner, ensuring the elderly understood the risks [1] - Feedback from elderly residents and their families was overwhelmingly positive, with many expressing gratitude for the initiative and the practical knowledge gained [1] Group 3: Future Initiatives - The ABC Jinan Xiuhui Branch recognizes the elderly as a key demographic for financial fraud prevention and emphasizes the importance of safeguarding their financial security [1] - The branch plans to continue and expand such home visit anti-fraud campaigns to enhance outreach and effectiveness, ensuring the safety of elderly residents' assets [1]
人保财险吉林市分公司第一营业部: 走进新市民群体 为一线百姓普及金融知识
Group 1 - The event organized by the Jilin Branch of PICC aimed to promote financial education and awareness among employees of China Petroleum Jilin Petrochemical Company, aligning with the theme of the 2025 Financial Education Promotion Week [1][3] - The focus of the event was on identifying and preventing common financial traps such as illegal fundraising, telecom fraud, and malicious policy cancellations, using case studies to educate employees [3] - The initiative is part of the "Financial Knowledge into Enterprises" campaign, targeting specific groups such as middle-aged employees and new citizens, providing personalized risk consultations to help them understand the suitability of financial products [3]