投顾费优惠

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5折优惠来了:钉系列投顾组合,投顾费5折~
银行螺丝钉· 2025-07-07 06:36
Core Viewpoint - The article announces a promotional event offering a 50% discount on advisory fees for the Ding series investment advisory combinations, effective from July 1, 2025, to December 31, 2025, benefiting all investors holding these combinations during the promotional period [5][18]. Summary by Sections Promotional Details - The annual fee cap is reduced from 360 yuan/year to 180 yuan/year during the promotional period for larger investments [4]. - For smaller investments, the percentage fee rate is uniformly lowered to 0.2% per year [4]. - The promotional offer applies to all shares held during the promotional period, including those purchased before the promotion [5]. Fee Comparison - A detailed comparison of advisory fees before and during the promotional period is provided, showing significant reductions for various investment combinations [8]. - For example, the Active Selection Index Enhancement combination's fee structure changes from a cap of 360 yuan/year and 0.4% per year to a cap of 360 yuan/year and 0.2% per year during the promotional period [8]. Company Initiatives - The company has been actively working to lower advisory fees, having previously reduced the percentage fee rates in April 2023 [17]. - The combined fee model of "percentage + annual fee cap" is designed to benefit both small and large investors, automatically selecting the more advantageous option for clients [14][15]. Cost Savings - Since the launch of the advisory combinations, the company has saved investors approximately 156 million yuan in fees by implementing lower rates and promotional offers [20]. - The average fee rate after the promotional event is expected to be around 0.05%-0.1% per year, which is among the lowest in the global advisory field [28]. Future Plans - The company intends to continue advocating for further fee reductions and additional promotional activities to benefit investors [22][28].