基金销售
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英大基金管理有限公司关于旗下部分开放式基金 增加江苏银行股份有限公司为销售机构的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-07-10 23:39
Group 1 - The core point of the announcement is that Yingda Fund Management Co., Ltd. has signed a fund sales agency agreement with Jiangsu Bank, allowing Jiangsu Bank to sell certain funds starting from July 11, 2025, specifically targeting institutional investors [1][2]. - Investors can perform various transactions such as account opening, subscription, redemption, and regular investment plans for the funds offered by Yingda through Jiangsu Bank, along with participating in fee discount activities [1][3]. - The announcement specifies that certain funds, such as Yingda Anxin 66-Month Regular Open Bond and Yingda Tongyou One-Year Regular Open Bond, are currently in a closed period and will not accept subscriptions or transfers [1]. Group 2 - Yingda Fund Management Co., Ltd. provides a customer service phone number (400-890-5288) and a website (www.ydamc.com) for investor inquiries [2]. - Investors engaging in regular investment plans through Jiangsu Bank must adhere to the bank's specific regulations and should understand the differences between regular investment and traditional savings methods [2]. - The fee discount activity allows investors to benefit from reduced fees when subscribing to the listed funds through Jiangsu Bank, with specific discount rates and periods to be announced by the bank [3].
华泰保兴基金管理有限公司 关于旗下基金增加山西证券股份有限公司为销售机构及开通相关业务并参加其费率优惠活动的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-07-09 22:57
Group 1 - The company has signed a fund sales and service agreement with Shanxi Securities, allowing the latter to sell certain funds starting from July 10, 2025 [1] - Investors will be able to perform various transactions such as account opening, subscription, redemption, regular investment, and conversion through Shanxi Securities for the specified funds [1] - Fee discounts will be available for investors using Shanxi Securities for transactions related to the company's funds, with specific rules and duration determined by Shanxi Securities [2] Group 2 - The interpretation rights of the fee discount activities belong to Shanxi Securities, and any changes to the specific regulations should be monitored by investors through Shanxi Securities' announcements [3] - During the fee discount period, the transaction processes will adhere to the regulations set by Shanxi Securities [4] - Investors are encouraged to read the relevant legal documents such as the fund contract and prospectus for detailed information about the fund products [4]
海富通基金管理有限公司关于旗下部分基金新增西南证券股份有限公司 为销售机构并参加其申购费率优惠活动的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-07-08 23:15
Core Viewpoint - The announcement details the partnership between Hai Futong Fund Management Co., Ltd. and Southwest Securities Co., Ltd. for the sale of certain open-end mutual funds, effective from July 11, 2025, including a promotional fee rate activity for investors [1][4]. Group 1: Applicable Funds - The announcement specifies that certain open-end funds managed by Hai Futong will be available for purchase through Southwest Securities [1]. Group 2: Business Opening Time - Investors can start opening accounts, subscribing, and redeeming the specified open-end funds at Southwest Securities from July 11, 2025 [2]. Group 3: Applicable Investor Scope - The investment opportunity is available to investors who meet the legal and contractual requirements outlined in the fund agreements [3]. Group 4: Fee Rate Promotion - From July 11, 2025, investors who subscribe to the specified open-end funds through Southwest Securities will benefit from a fee rate promotion, with no discount limits on subscription fees, except for fixed fee subscriptions [4][8]. Group 5: Promotion Duration - The duration of the fee rate promotion will be determined by the announcements on the Southwest Securities official website [6]. Group 6: Important Notes - Investors are advised to read the fund contracts, prospectuses, and related legal documents for detailed information about the funds [7]. - The fee rate promotion applies only to the front-end fee model of the funds during their normal subscription period at Southwest Securities [8]. - The promotion will also apply to any new fund products sold through Southwest Securities during the promotional period [5].
景顺长城基金管理有限公司关于旗下部分基金新增申万宏源证券和申万宏源西部证券为销售机构的公告
Shang Hai Zheng Quan Bao· 2025-07-06 18:42
Core Viewpoint - The company has signed a sales agreement with Shenwan Hongyuan Securities and Shenwan Hongyuan West Securities to enhance investor services by allowing these institutions to sell certain funds starting from July 7, 2025 [1][5]. Group 1: Fund Sales Information - The agreement allows Shenwan Hongyuan Securities and Shenwan Hongyuan West Securities to sell specific funds managed by the company, with details on business processes and handling times to be determined by the sales institutions [1]. - The announcement includes a list of applicable funds and their business opening status, indicating whether they support regular investment, conversion, and fee rate discounts for purchases through these sales institutions [1]. Group 2: Sales Institution Details - Shenwan Hongyuan Securities is located at 989 Chang Le Road, Shanghai, with contact details provided for customer service [2]. - Shenwan Hongyuan West Securities is based in Urumqi, Xinjiang, with similar contact information for investor inquiries [2]. Group 3: Business Operations - The purchase and redemption processes are applicable only during normal subscription periods and specific open days, with special rules for closed periods detailed in the relevant legal documents [3]. - Regular investment allows investors to set up automatic deductions for fund purchases, with specific rules and procedures to be followed as per the sales institutions [3]. - If conversion services are available, investors must ensure that the funds are in a redeemable state and follow the sales institutions' guidelines for submitting applications [3]. - Discounts on purchase fees may be available for certain funds, with specific rules determined by the sales institutions [3]. - Any future adjustments to investment thresholds or limits will be governed by the latest regulations from the sales institutions [3]. Group 4: Investor Consultation - Investors can contact the company or the sales institutions for further details through provided customer service numbers and websites [4].
红土创新基金管理有限公司关于旗下部分基金新增加和基金为销售机构的公告
Shang Hai Zheng Quan Bao· 2025-06-23 20:23
Group 1 - The company announced that starting from June 24, 2025, part of its fund products will have Beijing Jiahe Fund Sales Co., Ltd. as a new sales agency [1][2] - Investors will be able to perform account opening, subscription, redemption, and regular investment through the new sales agency [1][7] - The company will implement fee rate discounts for investors who subscribe to its funds through Jiahe Fund, with specific details to be determined by Jiahe Fund's rules [3][8] Group 2 - The company also announced that starting from June 24, 2025, Yingda Securities Co., Ltd. will be added as a sales agency for part of its fund products [6][8] - Similar to the previous announcement, investors can perform various fund-related transactions through Yingda Securities [6][7] - Fee rate discounts will also apply for subscriptions made through Yingda Securities, with details governed by Yingda Securities' rules [3][8] Group 3 - The company reported that the original rights holder of the Hongtu Innovation Yantian Port REIT has adjusted the use of recovered funds, which amounted to 183 million yuan from the first expansion completed in June 2023 [10][11] - The original rights holder plans to change the investment direction of the recovered funds due to adjustments in project planning and market conditions [11] - The change in fund usage has been reported to regulatory authorities and does not have a direct impact on the rights of fund shareholders [11][12]
国联安基金管理有限公司关于旗下部分基金增加国信嘉利基金 为销售机构并参加相关费率优惠活动的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-06-22 22:40
Core Viewpoint - The announcement details the partnership between Guolianan Fund Management Co., Ltd. and Shanghai Guoxin Jiali Fund Sales Co., Ltd. to expand the sales channels for certain funds starting from June 23, 2025, allowing investors to conduct various fund transactions through Guoxin Jiali's online platform [1][25]. Group 1: Business Scope - Investors can perform subscription, redemption, regular investment, and conversion of the following funds through Guoxin Jiali's online platform: Guolianan Stable Mixed Fund, Guolianan Small Cap Selected Mixed Fund, Guolianan Selected Mixed Fund, Guolianan Advantage Mixed Fund, Guolianan Dividend Mixed Fund, Guolianan Growth Bond Fund, Guolianan Theme Driven Mixed Fund, Guolianan Confidence Growth Bond Fund, Guolianan Medical 100 Index Fund, and several others [1][2][3]. Group 2: Regular Investment Business - Regular investment business allows investors to submit applications to designated sales institutions for automatic deductions and fund subscriptions on agreed dates, without affecting daily subscription and redemption activities [4][5]. Group 3: Application Process - Investors must open an open-end fund account with Guolianan Fund Management Co., Ltd. to apply for regular investment business, and existing account holders must follow specific procedures to apply for regular investment [8][10]. Group 4: Fund Conversion Business - Fund conversion allows holders to convert part or all of their holdings in one fund to another fund managed by the same fund manager, with specific rules regarding fees and calculations for conversion [16][17][20].
大型公募争相布局财富管理子公司
Zhong Guo Zheng Quan Bao· 2025-06-10 20:51
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]
关于景顺长城保守养老目标一年持有期混合型基金中基金(FOF)Y类份额新增宁波银行为销售机构的公告
Shang Hai Zheng Quan Bao· 2025-05-29 19:26
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]
金元顺安基金管理有限公司旗下部分基金增加江苏银行股份有限公司为销售机构并参与费率优惠的公告
Shang Hai Zheng Quan Bao· 2025-05-27 18:56
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].
泰信基金管理有限公司关于旗下部分基金新增山西证券股份有限公司为销售机构并开通定投和转换业务及参加其费率优惠活动的公告
Shang Hai Zheng Quan Bao· 2025-05-18 18:39
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]