Core Insights - The approval of E Fund's wealth management subsidiary marks a significant development in the public fund industry, with several large fund companies establishing similar subsidiaries to enhance their wealth management capabilities [1][2][3] Group 1: Company Developments - E Fund has received approval from the China Securities Regulatory Commission (CSRC) to establish a wholly-owned subsidiary named E Fund Wealth Management Fund Sales (Guangzhou) Co., Ltd., with a registered capital of 100 million RMB [1][2] - Other major fund companies, including Huaxia Fund, Harvest Fund, and China Universal Fund, have also set up wealth management subsidiaries, indicating a trend in the industry [3][4] Group 2: Industry Trends - The establishment of wealth management subsidiaries is seen as a strategic move for fund companies to strengthen their marketing channels and enhance their product offerings from a buyer's perspective [1][2][4] - The wealth management subsidiary will focus on buy-side investment advisory services and aims to create a systematic, multi-layered, and intelligent advisory service system for clients [2][4] Group 3: Competitive Landscape - Wealth management subsidiaries are becoming a competitive focus for large fund companies, with different subsidiaries focusing on various business directions, such as fund sales and private asset management [2][3] - As of the end of 2024, several wealth management subsidiaries have entered the top ranks of fund sales, with notable assets under management reported for Harvest Wealth, Huaxia Wealth, and China Universal Wealth [3] Group 4: Strategic Advantages - Fund companies possess unique advantages in establishing wealth management subsidiaries, including strong research capabilities, market understanding, and sufficient capital to support long-term development [4][5] - The transition to wealth management allows fund companies to diversify their offerings beyond public funds, potentially increasing profitability and aligning with the evolving financial landscape [4][5]

Group 1 - The company has signed a sales agreement with Ningbo Bank to sell the "Invesco Great Wall Conservative Pension Target One-Year Holding Period Mixed Fund of Funds (FOF) Y Class" starting from May 30, 2025 [1] - The announcement includes details about the applicable funds and the opening of fund business, indicating that the ability to conduct regular investment, conversion, and fee rate discounts will depend on the sales institution's arrangements [1][2] - Investors can inquire about details through the customer service of both Invesco Great Wall Fund Management Co., Ltd. and Ningbo Bank [4][5] Group 2 - The company has also signed a sales agreement with Huatai Securities to sell the "Invesco Great Wall Jing Tai Pure Profit Bond Fund" starting from May 30, 2025 [8] - Similar to the agreement with Ningbo Bank, the announcement specifies that the ability to conduct various fund operations will depend on the sales institution's regulations [8][9] - Investors can also consult details through Huatai Securities' customer service [10] Group 3 - The company announced the suspension of subscription and conversion for the "Invesco Great Wall National Standard New Energy Vehicle Battery ETF Initiated Fund" starting from May 30, 2025, while other operations like redemption will continue [12][13] - The fund's contract stipulates that if the net asset value falls below 200 million yuan after three years, the fund will automatically terminate and enter liquidation without a meeting of fund shareholders [12][13] Group 4 - The company has announced the addition of Ningbo Bank's "Same Industry Easy Manager Platform" as a sales platform for the "Invesco Great Wall China Government Bonds 0-3 Year Index Fund" starting from May 30, 2025 [17] - The announcement outlines that the ability to conduct various fund operations will depend on the platform's regulations [17][19] - Investors can inquire about details through the customer service of both Invesco Great Wall Fund Management Co., Ltd. and Ningbo Bank [21] Group 5 - The company has decided to terminate its sales cooperation with Minsheng Fund Sales (Shanghai) Co., Ltd. starting from June 3, 2025, and will no longer accept related sales through Zhongmin Wealth [27] - Investors are advised to make appropriate trading arrangements following this termination [27][28] Group 6 - The company has announced the addition of China Postal Savings Bank as a sales institution for certain funds starting from May 30, 2025 [30][31] - The announcement specifies that the ability to conduct various fund operations will depend on the bank's regulations [31][33] - Investors can consult details through the customer service of both Invesco Great Wall Fund Management Co., Ltd. and China Postal Savings Bank [34]

Core Viewpoint - Jiangsu Bank will start selling certain funds managed by Jinyuan Shun'an Fund Management Co., Ltd. from May 29, 2025, as per the sales service agreement signed between the two parties [1]. Applicable Funds - The specific funds that will be available for sale through Jiangsu Bank have not been detailed in the announcement, but it is stated that all future open-end funds issued by the company will also be applicable for the same services without further announcements [1]. Business Scope - From May 29, 2025, investors can perform various transactions related to the funds at Jiangsu Bank, including account opening, subscription, purchase, redemption, regular investment, and fund conversion [1]. Fee Rate Discounts - The funds managed by the company will participate in fee rate discounts at Jiangsu Bank, with specific discount rates and procedures to be published on Jiangsu Bank's website [2]. Regular Investment Business - The regular investment business allows investors to set up automatic deductions for fund purchases, with minimum investment limits varying by fund type, such as 1 yuan for money market fund A class and 10 yuan for other funds [3]. Fund Restrictions - Certain funds, such as Jinyuan Shun'an Yuanqi Flexible Allocation Mixed Securities Investment Fund, are currently suspended for subscription and conversion, while others are not available for individual investors [3]. Contact Information - Investors can consult Jiangsu Bank or Jinyuan Shun'an Fund Management Co., Ltd. for more details through their respective websites and customer service numbers [4].

Group 1 - The company has signed an agreement with Shanxi Securities to add it as a sales agency for certain funds starting from May 20, 2025, allowing for regular investment, conversion services, and participation in fee discount activities [1][2] - Investors can enjoy fee discounts when subscribing and regularly investing in the specified funds through Shanxi Securities' trading system, with the specific discount rates and activity duration to be announced by Shanxi Securities [2][3] Group 2 - Fund conversion allows investors to directly convert their holdings in one open-end fund to another managed by the same fund management company without redeeming the original fund first [3][4] - The conversion can only occur within the same sales agency, and both funds must be managed by the same fund management company and registered with the same registrar [3][5] - The conversion process involves specific rules regarding the status of the funds, timing for confirmation, and the ability to redeem after conversion [3][9] Group 3 - The conversion fee consists of the redemption fee from the outgoing fund and the subscription fee for the incoming fund, calculated based on the net asset value on the day of application [6][7] - A detailed calculation formula for the conversion process is provided, including steps for determining the amounts and fees involved [7][8] Group 4 - The fund management company can suspend the conversion business under certain circumstances, such as force majeure events or significant market fluctuations leading to large redemptions [10][11][12] - Upon suspension, the fund management company must notify the regulatory authority and publish a notice regarding the resumption of conversion services [12] Group 5 - Investors are encouraged to read the fund contracts and prospectuses for detailed information about each fund [12][13] - Contact information for both the fund management company and Shanxi Securities is provided for further inquiries [13]

Group 1 - Guojin Securities has received approval from the China Securities Regulatory Commission to sell open-end funds [1] - Starting from May 12, 2025, investors can open accounts, subscribe, and redeem the funds through Guojin Securities [2] - The fee discount for fund subscriptions will not have discount limits, except for fixed subscription fees [4] Group 2 - The fee discount period will be in accordance with the announcements on Guojin Securities' official website [6] - The fee discount activity applies only to the front-end charging model of the funds during the normal subscription period [8] - Investors are encouraged to read the fund contracts and prospectuses for detailed information [7][15] Group 3 - Haitong Fund Management Company has appointed Wang Jiaqi as an assistant fund manager for several funds [19] - Wang Jiaqi has a background in finance and has been with Haitong Fund since 2016 [22] - Another appointment includes Wang Ningning as an assistant fund manager for various index funds [23]

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Group 1 - The company has signed a sales agreement with GF Securities to start selling the Invesco Great Wall Jing Tai Yi Li Pure Bond Fund from April 18, 2025 [1] - The sales process, handling time, and methods will be determined by GF Securities' regulations [1] - The fund will be available for regular investment and conversion, subject to the sales institution's arrangements and regulations [1][2] Group 2 - The sales institution is GF Securities, located in Guangzhou, with a customer service hotline available for inquiries [2] - The fund's subscription and redemption services are only applicable during normal subscription periods and specific open days [2][3] - Investors can engage in regular investment plans if GF Securities offers this service, allowing automatic deductions for fund purchases [2][3] Group 3 - If conversion services are available, investors must ensure that the funds are in redeemable and purchasable states before proceeding [3] - Discounts on subscription fees may be available for one-time or regular investments, subject to the sales institution's rules [3] - Any future adjustments to investment thresholds or limits will follow the latest regulations from the sales institution [3] Group 4 - Investors can contact Invesco Great Wall Fund Management Company or GF Securities for further details regarding the fund [4][5]

Core Viewpoint - The announcement details the partnership between Guolianan Fund Management Co., Ltd. and Postal Savings Bank of China, allowing the latter to sell certain funds starting from April 9, 2025, and participate in related fee rate activities [1]. Business Scope - Investors can conduct subscription, redemption, conversion, and regular investment for the following funds at Postal Savings Bank: - Guolianan CSI 300 ETF Linked Fund (A Class: 008390, C Class: 008391) [1] - Guolianan CSI 300 Enhanced Index Fund (A Class: 020220, C Class: 020221) [1] - Guolianan CSI 1000 Enhanced Index Fund (A Class: 016962) [1] - Guolianan STAR Market 50 ETF Linked Fund (A Class: 013893, C Class: 013894) [1] - Guolianan CSI A100 Index Fund (LOF) (162509) [1] - Guolianan CSI Medical 100 Index Fund (A Class: 000059, C Class: 006569) [1] Regular Investment Business Rules - Regular investment allows investors to set up automatic deductions for fund subscriptions on specified dates [1]. - The service is available to individual investors who meet the fund contract requirements [1]. Application Process - Investors must open an account with Guolianan Fund Management to apply for regular investment [4]. - Existing account holders need to visit Postal Savings Bank to apply for a trading account and regular investment [5]. Deduction and Fee Structure - Investors must designate a RMB settlement account for deductions, with a minimum monthly deduction of RMB 1 [6][7]. - The subscription fee rates for regular investment are as per the fund's prospectus and latest announcements [8]. Conversion Business Rules - Fund conversion allows investors to switch between funds managed by the same fund manager [12]. - Conversion fees include a zero conversion fee, redemption fees, and any applicable subscription fee differences [13][14]. Promotional Activities - Fee rate discounts are available for investors using Postal Savings Bank for fund subscriptions and regular investments, effective from April 9, 2025 [24].