券商资管参公大集合改造
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券商资管参公 大集合改造将收官
Shen Zhen Shang Bao· 2025-12-01 16:48
【深圳商报讯】(记者 詹钰叶)今年底,券商资管参公大集合改造将收官。近来部分券商大集合产品 宣布将管理人变更为公募机构。 此外,未取得公募牌照的券商及资管子公司,相关产品到期后可选择清盘、延期或变更管理人等3条路 径。在过渡期即将截止之际,已有超过20家券商及资管子公司宣布将大集合产品的管理人变更为母公司 旗下参股或控股的"兄弟"公募基金管理人,或是无股权关联关系的其他公募基金公司,并将产品注册为 公募基金产品。 根据证监会11月28日发布的证券、基金经营机构行政许可申请受理及审核情况公示,继广发资管、光证 资管、国证资管后,国金资管也撤回了公募牌照的申请,目前已无任何券商资管排队。 根据资管新规配套法规,存量大集合资产管理业务应当在2020年12月31日前对标公募基金进行改造;而 没有公募牌照的券商,在产品完成公募化改造以后,要向证监会提交产品合同变更申请,合同期限原则 上不得超过3年。 ...
又有基金公司,接手券商大集合
Zhong Guo Ji Jin Bao· 2025-11-30 22:27
中国基金报记者 莫琳 券商资管参公大集合改造,探索出新路径。 11月28日,万联证券公告,万联证券旗下万联天添利货币资管计划变更管理人为平安基金,更名为"平安天添利货币市场基金",平安基金 正式接替万联 证券,成为该货币基金的管理人。 这是业内为数不多的跨非股东关系机构间的券商资管参公大集合改造。 平安基金接手万联证券旗下参公大集合产品 11月25日,东北证券旗下的资管公司东证融汇资管公告称,旗下鑫享30天、禧悦90天资产管理计划在11月30日交由东财基金管理。 公告称,本次集合计划份额持有人大会决议生效后,对于原份额持有人持有集合计划份额,管理人于2025年11月25日至2025年12月1日设置5个交易日的赎 回选择期。在赎回选择期内赎回不受持有期限制且不收取赎回费。拟赎回集合计划份额的投资者应在不晚于2025年12月1日15:00前提交赎回申请。 截至今年三季度末,东证融汇鑫享30天、禧悦90天资产管理计划合计管理规模为92.44亿元;东财基金最新管理规模369.98亿元,管理人转移后,东财基金 管理规模将突破400亿元。 此外,财达证券旗下稳达中短债债券型集合资产管理计划、稳达三个月滚动持有债券型集合资 ...
又有基金公司 接手券商大集合!
Zhong Guo Ji Jin Bao· 2025-11-30 16:07
Core Insights - Ping An Fund has taken over the management of Wanlian Securities' public collective fund, marking a significant shift in the asset management landscape [1] - This transition is part of a broader trend among securities firms to convert their collective asset management products into public offerings ahead of the 2025 deadline set by regulatory requirements [6] Group 1 - Wanlian Securities announced that its Wanlian Tiantianli money market fund will now be managed by Ping An Fund, which is a rare instance of a management change between non-affiliated institutions [1] - The redemption period for existing holders of the collective fund shares is set from November 28 to December 5, during which they can choose to redeem their shares or automatically convert them into shares of the new Ping An fund [3] - Other securities firms, such as Northeast Securities and Caida Securities, are also pursuing similar transitions to public fund management, indicating a growing trend in the industry [3][4] Group 2 - As of the end of Q3 this year, the combined management scale of Northeast Securities' asset management plans was 9.244 billion, and after the transition to Dongcai Fund, the management scale is expected to exceed 40 billion [3] - The asset management plans of Caida Securities are also being transferred to China Europe Fund Management, with a voting deadline for holders set for December 7 [4] - The 2018 asset management regulations require securities firms to complete the public offering transformation of their collective funds by the end of 2025, with nearly a hundred products still pending transformation as of November 30 [6]
又有基金公司,接手券商大集合!
Zhong Guo Ji Jin Bao· 2025-11-30 15:16
(原标题:又有基金公司,接手券商大集合!) 【导读】平安基金接手万联证券旗下参公大集合产品 中国基金报记者 莫琳 除了万联证券和平安基金联手之外,此前东北证券、财达证券等券商也已公告尝试此类"转公"路径。 11月25日,东北证券旗下的资管公司东证融汇资管公告称,旗下鑫享30天、禧悦90天资产管理计划在11 月30日交由东财基金管理。 公告称,本次集合计划份额持有人大会决议生效后,对于原份额持有人持有集合计划份额,管理人于 2025年11月25日至2025年12月1日设置5个交易日的赎回选择期。在赎回选择期内赎回不受持有期限制且 不收取赎回费。拟赎回集合计划份额的投资者应在不晚于2025年12月1日15:00前提交赎回申请。 截至今年三季度末,东证融汇鑫享30天、禧悦90天资产管理计划合计管理规模为92.44亿元;东财基金 最新管理规模369.98亿元,管理人转移后,东财基金管理规模将突破400亿元。 此外,财达证券旗下稳达中短债债券型集合资产管理计划、稳达三个月滚动持有债券型集合资产管理计 划将转交给中欧基金管理,持有人须在12月7日前通过通讯方式完成投票。 据2018年资管新规要求,券商参公大集合须在202 ...
平安基金接手万联证券旗下参公大集合产品
Zhong Guo Ji Jin Bao· 2025-11-30 15:08
Group 1 - Ping An Fund has taken over the management of Wanlian Securities' public collective fund, which has been renamed "Ping An Tian Tian Li Money Market Fund" [2] - Wanlian Securities announced a redemption period from November 28 to December 5, allowing holders of the collective fund shares to redeem their shares [4] - Other securities firms, such as Northeast Securities and Caida Securities, have also announced similar transitions to public fund management [4][5] Group 2 - According to the 2018 asset management regulations, securities firms must complete the public offering transformation of their collective funds by the end of 2025, indicating an urgent need for compliance as the deadline approaches [6] - As of November 30, nearly one hundred large collective products have yet to complete their transformation [7]
又有基金公司,接手券商大集合!
中国基金报· 2025-11-30 15:06
Group 1 - The core viewpoint of the article is that the transformation of broker asset management public collective products is exploring new paths, with Ping An Fund taking over the management of Wanlian Securities' money market fund [2][3] - Wanlian Securities announced that from November 28 to December 5, a redemption selection period of six trading days will be set for holders of the collective plan shares, allowing them to make redemption choices [5] - Other securities firms, such as Northeast Securities and Caida Securities, have also announced attempts to follow this "public transformation" path [6] Group 2 - Northeast Securities' asset management company announced that its asset management plans will be transferred to Dongcai Fund Management, with a redemption selection period set from November 25 to December 1, 2025 [7] - As of the end of Q3 this year, the combined management scale of Northeast Securities' plans was 9.244 billion, and after the transfer, Dongcai Fund's management scale will exceed 40 billion [7] - According to the 2018 asset management new regulations, broker public collective products must complete their public transformation by the end of 2025, with nearly a hundred large collective products still untransformed as of November 30 [8]