根据万家基金管理有限公司（以下简称"本公司"）与平安银行股份有限公司（以下简称"平安银行"）签 订的销售协议，本公司自2025年7月14日起新增平安银行办理万家稳宁债券型证券投资基金（简称:万家 稳宁；A类基金代码：023477；C类基金代码：023478）的销售业务。万家稳宁自2025年7月7日至2025 年7月25日通过基金管理人指定的销售机构公开发售，投资者可在平安银行办理万家稳宁的开户及认购 业务，待基金成立后也可办理申购、赎回、转换及定投等业务，具体费率以平安银行公告为准，具体办 理程序请遵循平安银行的相关规定。 投资者可以通过以下途径咨询有关详情： 1、平安银行股份有限公司 客服电话：400-888-0800 网址： www.wjasset.com 风险提示：敬请投资者于投资前认真阅读各基金的《基金合同》和《招募说明书》等法律文件，基金管 理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资产，但不承诺基金投资最低收益、也不保证基 金投资一定赢利，请投资者在充分考虑风险的情况下谨慎做出投资决策，在做出投资决策后，基金运营 状况与基金净值变化引致的投资风险，由投资者自行负担。 客服电话：95511 网 ...

Core Viewpoint - The rapid development of artificial intelligence (AI) is transforming the financial investment sector, particularly in FOF (Fund of Funds) investment, where AI demonstrates significant potential in asset allocation and risk management [1][2]. Group 1: Event Overview - The 9th AI&FOF Investment Innovation Development Forum will be held on July 18, 2025, at the Ritz-Carlton Hotel in Shanghai, focusing on the theme "Smart Calculation Future: Quantitative Leap" [1][2]. - The forum aims to gather professionals from various fields, including FOF investment, quantitative investment, and asset management, to share insights and promote the integration of technological innovation and practical application [2]. Group 2: Organizers and Support - The forum is co-hosted by 排排网 Group and Century Securities, a state-controlled full-license securities company established in 1990, which provides comprehensive financial services centered around capital markets [2]. - 公募排排网, a licensed public fund sales platform under 排排网 Group, supports the forum and has established partnerships with over 80 institutions, offering a wide range of products and services to 3.2 million investors [3]. Group 3: Key Participants and Discussions - Notable industry figures, including Wu Xianmin from Century Securities and Feng Ji from Beiyang Quantitative, will deliver keynote speeches sharing unique investment insights and industry perspectives [3]. - The forum will feature two roundtable discussions with various experts discussing hot topics in FOF and quantitative investment, fostering in-depth exploration and collaboration [4]. Group 4: Networking Opportunities - A special "Quality Private Fund Closed-Door Exchange Meeting" will be organized, facilitating one-on-one meetings between 15 institutional investors and 30 private fund institutions to explore cooperation opportunities [4][5].

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has decided to revoke the public fundraising sales license of Minshang Fund Sales (Shanghai) Co., Ltd., marking a trend of self-elimination in the industry as many fund companies terminate sales cooperation with it [1][2]. Group 1: License Revocation - The CSRC's Shanghai Regulatory Bureau announced the decision to revoke Minshang Fund's public fundraising sales license following its application for cancellation [2]. - Minshang Fund was established in 2016 and obtained its public sales license in 2017, initiated by professionals from the banking industry [4]. Group 2: Industry Trends - Since May, dozens of fund companies have announced the termination of sales cooperation with Minshang Fund, indicating a broader trend of license cancellations among various institutions in recent years [1][5]. - The value of public sales licenses has decreased significantly since 2018, with the introduction of stricter regulations leading to a decline in their desirability [6]. Group 3: Regulatory Environment - The new regulations require that public sales licenses have a validity of three years and focus on maintaining a minimum average daily holding of 500 million yuan in funds, leading to the cancellation of licenses for those failing to meet these criteria [6][8]. - The regulations also emphasize the establishment of internal assessment mechanisms for fund sales, prioritizing investor interests and long-term investment [6]. Group 4: Market Dynamics - Many smaller institutions lack the necessary brand influence, customer resources, and technological advantages to compete with larger financial institutions, resulting in a struggle to maintain required fund holdings [7]. - Fund companies conduct annual evaluations, and those with low scores may terminate cooperation with third-party institutions lacking substantial fund holdings [7]. Group 5: Future Outlook - The trend of license cancellations reflects a self-optimizing process within the industry, as the market adjusts to the new regulatory landscape and the realities of competition [9].

民商基金正式退出公募代销市场。 中国证监会上海监管局日前披露的信息显示，近期民商基金销售（上海）有限公司向中国证监会提交了注销公开募集证券投资基金销售业务许可证的申 请。根据有关规定，上海证监局决定注销民商基金的相关业务资格。 | 发布机构 | | 发文日期 | 2025年07月04日 | | --- | --- | --- | --- | | 名 称 | 关于注销民商基金销售（上海）有限公司公开募集证券投资基金销售业务许可证的公告 | | | | 文 号 | | 主题词 | | 【导读】民商基金销售公司公募销售牌照正式注销 此前因基金公司密集解约，民商基金销售（上海）有限公司（以下简称民商基金）一度引发关注。如今，随着证监会一纸公告"落地"，这家第三方基金销 售机构的基金销售牌照正式注销。 民商基金正式注销基金销售牌照 实际上，并非只有民商基金在主动求变。就在上个月，也有多家基金公司相继公告终止与大华银行（中国）有限公司的代销业务合作，这家外资行曾于今 年2月24日发布公告，基于战略性业务调整需要，将向富邦华一银行转让个人业务。 此后，有基金公司在相关公告中进一步确认，大华银行个人零售业务后续将整体转让，不 ...

【导读】民商基金销售公司公募销售牌照正式注销 中国基金报记者 张燕北 孙晓辉 此前因基金公司密集解约，民商基金销售（上海）有限公司（以下简称民商基金）一度引发 关注。如今，随着证监会一纸公告 " 落地 " ，这家第三方基金销售机构的基金销售牌照正式 注销。 民商基金正式注销基金销售牌照 民商基金正式退出公募代销市场。 中国证监会上海监管局日前披露的信息显示，近期民商基金销售（上海）有限公司向中国证 监会提交了注销公开募集证券投资基金销售业务许可证的申请。根据有关规定，上海证监局 决定注销民商基金的相关业务资格。 公开资料显示，民商基金成立于 2016 年 1 月 29 日， 2017 年 10 月获得证监会基金销售 牌照，是一家由银行业专业人士发起成立的基金销售公司。 事实上，民商基金决定退出基金代销江湖，已早有迹象。今年 5 月以来，基金公司接连密集 发布终止与民商基金的代销业务合作的公告。当时即有业内知情人士透露，民商基金系主动 退出基金代销业务，欲向私募基金业务转型。 Wind 数据显示，截至 7 月 7 日，民商基金代销基金数量为 828 只，代销基金公司数量为 23 家，代销产品数量在 125 家独 ...

Group 1 - The company, Pengyang Fund Management Co., Ltd., has announced a fee rate discount for investors who subscribe to the Pengyang Heli Bond Fund through specified sales institutions starting from July 8, 2025 [1][11] - The fee rate discount applies to subscription, conversion, and regular investment purchases, with specific processes and times determined by the respective sales institutions [1][4] - The conversion fee discount only applies to the subscription differential fee, while the redemption fee remains unchanged [2][4] Group 2 - Upon conversion, the holding period for the transferred fund shares will reset, starting from the date the transfer is confirmed by the registration agency [2][3] - Fund conversions are treated as a redemption of the outgoing fund and a subscription to the incoming fund, requiring investors to ensure both funds are in a redeemable and subscribable state, respectively [2][4] - The company emphasizes that the fee rate discount activity is only applicable to the specified business service fees at the mentioned sales institutions [5][6]

根据泓德基金管理有限公司（以下简称"本公司"）于2025年6月30日发布的《泓德上证科创板综合指数 增强型证券投资基金招募说明书》和《泓德上证科创板综合指数增强型证券投资基金基金份额发售公 告》，泓德上证科创板综合指数增强型证券投资基金（以下简称"本基金"，基金代码：A类024509；C 类024510）自2025年7月18日至2025年7月31日通过基金销售机构公开发售。 根据本公司与西南证券股份有限公司、中信证券股份有限公司、中信证券（山东）有限责任公司、中信 期货有限公司、中信证券华南股份有限公司、中信建投证券股份有限公司、华泰证券股份有限公司、东 海证券股份有限公司、第一创业证券股份有限公司、国投证券股份有限公司、上海天天基金销售有限公 司、阳光人寿保险股份有限公司、上海好买基金销售有限公司、蚂蚁（杭州）基金销售有限公司、诺亚 正行基金销售有限公司、珠海盈米基金销售有限公司、京东肯特瑞基金销售有限公司、深圳众禄基金销 售股份有限公司、上海万得基金销售有限公司、北京雪球基金销售有限公司、上海基煜基金销售有限公 司、嘉实财富管理有限公司、济安财富（北京）基金销售有限公司、上海大智慧基金销售有限公司（以 下 ...

Core Viewpoint - The 14th China (Guangzhou) International Financial Trading Expo focuses on financial innovation and aims to inject trillions of yuan into the modern industrial system through various financial platforms and activities [2][3]. Group 1: Financial Platforms - Five functional platforms were unveiled, including the Guangzhou Financial Strong City Construction Think Tank Alliance and the Bay Area International Restructuring Center, aimed at enhancing financial services for industrial new infrastructure [3][5]. - The Digital RMB "Guangxin Pre" reservation consumption guarantee service platform manages consumer funds and rights throughout their lifecycle, preventing prepayment business failures [4]. - The establishment of the Guangzhou Health Industry Investment Private Fund Management Company focuses on investments in the biopharmaceutical and health sectors, utilizing a "mother fund + sub-fund + direct investment" strategy [5]. Group 2: Industry and Financial Integration Activities - Five series of industry-finance integration activities were launched, including events focused on biomedicine, mergers and acquisitions, and green finance, to facilitate capital flow and project matching [6]. - The expo has achieved over 5.8 trillion yuan in intended signed agreements across its 13 previous editions, showcasing its effectiveness in connecting finance with industry [7]. Group 3: Additional Activities and Innovations - The expo will host over 20 activities, including academic exchanges and policy implementation discussions, aimed at enhancing financial literacy and consumer education [7]. - A white paper on the new model for special asset management in Guangzhou will be released, highlighting innovative practices and future plans in this sector [7].

登录新浪财经APP 搜索【信披】查看更多考评等级 根据红土创新基金管理有限公司（以下简称"本公司"）与北京加和基金销售有限公司（以下简称"加和 基金"）签署的销售协议，本公司旗下部分基金产品自2025年6月24日起新增加和基金为销售机构。现将 相关事项公告如下： 一、自2025年6月24日起，投资者可通过上述销售机构办理下表中对应基金的开户、申购、赎回、定投 等业务。 ■ 二、重要提示 上述业务仅适用于处于正常申购、赎回期及处于特定开放日和开放时间的基金。基金封闭期等特殊期间 的有关规定详见对应基金的《基金合同》和《招募说明书》 等相关法律文件及本公司发布的最新业务 公告。 三、实行费率优惠 对通过加和基金申购本公司旗下前述基金的投资者实施的具体费率优惠情况请以加和基金的规则为准。 基金原费率请详见基金合同、招募说明书（更新）等法律文件，以及本公司发布的最新业务公告。费率 优惠期限内，如本公司新增加和基金为销售机构的基金产品，则自该基金产品开放认、申购当日起，将 同时开通该基金上述优惠活动。 四、投资者可通过以下途径咨询有关详情： 1、北京加和基金销售有限公司 客服电话：400-820-1115 网站：www ...

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].