基金销售
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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].
平安基金管理有限公司 关于新增平安富时中国国企开放共赢交易型开放式指数证券投资基金联接基金E类份额销售机构的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-06-22 22:33
Core Viewpoint - The announcement details the addition of multiple sales institutions for the Ping An FTSE China National Enterprises Open-Ended Index Securities Investment Fund Link Class E, effective from June 23, 2025 [1][11]. Group 1: Fund Sales Institutions - Ping An Fund Management Company has signed sales agreements with various institutions including Ant (Hangzhou) Fund Sales Co., JD Kenterui Fund Sales Co., and others to sell the fund [1][11]. - The list of new sales institutions includes a total of 34 entities, which will facilitate various fund-related transactions for investors [1][11]. Group 2: Fund Operations - Starting from June 23, 2025, investors can perform account opening, subscription, redemption, regular investment, and conversion through the listed sales institutions [2][13]. - The fund allows for systematic investment plans (SIPs), where investors can set up automatic deductions for fund purchases [3][14]. Group 3: Fee Discounts - Investors will enjoy fee discounts when subscribing or regularly investing in the fund through the sales institutions, with the specifics of the discounts determined by the institutions [5][16]. - The company does not impose restrictions on the discount rates for subscription fees, regular investment fees, and conversion fees, which are managed by the sales institutions [5][16]. Group 4: Investor Consultation - Investors can consult various sales institutions for detailed information regarding the fund, including customer service numbers and websites for each institution [6][17].
京东,放大招
Zhong Guo Ji Jin Bao· 2025-06-20 02:21
Group 1 - JD Finance has launched a new initiative allowing PLUS members to purchase funds without any subscription fees, marking a significant move in the fund distribution sector [1][2] - The initiative is part of a broader trend where major internet platforms are reducing fund subscription fees, with JD's action being one of the most substantial in recent years [1][8] - The China Securities Regulatory Commission's recent action plan aims to lower investor costs, which aligns with JD's strategy to reduce the cost of fund purchases for investors [1][6] Group 2 - PLUS members can enjoy unlimited fund purchases with zero subscription fees, although trial members do not qualify for this benefit [3][4] - The fee waiver applies to purchases made through the JD platform, with certain exceptions for new funds and specific transactions [3][4] - The fee reduction can save investors significant amounts; for example, a 1.5% subscription fee on a 100,000 yuan investment would save 1,500 yuan [5] Group 3 - The effectiveness of the "0 subscription fee" initiative in attracting new customers remains uncertain, as the financial channel on JD's main app is not prominently featured [6][7] - While the initiative may enhance the value of the PLUS membership and encourage renewals, attracting new users may require additional resources [6][7] - As of the end of last year, JD's fund sales company held 126.3 billion yuan in non-monetary market fund assets, ranking 20th in the industry [7] Group 4 - The trend of lowering fund subscription fees is becoming widespread, with various banks and platforms implementing similar measures to enhance competitiveness [8][9] - The market is expected to see a long-term decline in fund fees as competition intensifies among different distribution channels [9]
关于增加中国人寿保险股份有限公司等2家机构为 公司旗下部分基金销售机构的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-06-19 00:43
Group 1 - The company has reached an agreement with China Life Insurance Co., Ltd. and Zhuhai Yingmi Fund Sales Co., Ltd. to add sales of certain funds starting from June 20, 2025 [1] - The newly added funds and business scope will include specific funds under the company's management, with a focus on front-end sales model [1] - The company will announce further details regarding the opening of new products and business operations in subsequent announcements [3] Group 2 - From December 19, 2023, the company will suspend acceptance of single purchase amounts over 100 yuan for the Dongfang Stable Return Bond Fund, with daily purchase limits set at 100 yuan [1] - Starting November 28, 2024, the company will also suspend acceptance of single purchase amounts over 30,000 yuan for the Dongfang Zhenbao Pure Bond Fund, with similar daily limits [2] - The company emphasizes that the rules and processes for business operations will be subject to the arrangements and regulations of the sales institutions involved [5]
东方财富: 东方财富信息股份有限公司关于签署最高额保证合同的公告
Zheng Quan Zhi Xing· 2025-06-18 11:30
证券代码:300059 证券简称:东方财富 公告编号:2025-043 东方财富信息股份有限公司 关于签署最高额保证合同的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚假记载、误 导性陈述或重大遗漏。 东方财富信息股份有限公司(以下简称"公司")全资子公司上海天天基 金销售有限公司(以下简称"天天基金")因业务发展需要,与中国民生银行 股份有限公司上海分行(以下简称"民生银行上海分行")继续开展合作,合 作协议有效期一年,民生银行上海分行向天天基金提供综合授信,公司就上述 授信提供不可撤销连带责任保证。担保的最高债权额为最高债权本金额 40.00 亿元及主债权的利息及根据《最高额保证合同》规定的保证范围产生的其他应 付款项之和。同时,公司于 2024 年 6 月 26 日与民生银行上海分行签订的有关 最高额保证合同解除。本次担保事项在公司 2024 年年度股东会授权范围内,无 需再次提交公司董事会及股东会审议。 一、担保情况概述 上海分行向天天基金提供综合授信,公司就上述授信提供不可撤销连带责任保证, 担保的最高债权额为最高债权本金额30.00亿元及主债权的利息及根据原合同规 定的保证 ...
多家基金公司:终止合作!
Sou Hu Cai Jing· 2025-06-15 14:06
Group 1 - Multiple fund companies have announced the termination of distribution agreements with Dahua Bank (China) Co., Ltd, indicating a trend in the fund sales market towards consolidation and strategic adjustments [1][4][6] - Dahua Bank (China) will cease its fund distribution business effective June 13, 2025, following a strategic decision to transfer its personal business to Fubon Bank, which includes the discontinuation of fund sales [1][4][6] - As of June 13, Dahua Bank (China) was still distributing 13 funds from five fund companies, highlighting its previous role in the fund sales market [6] Group 2 - The fund sales market is undergoing a transformation from a "sales volume-oriented" approach to an "investor profit-oriented" model, as indicated by industry analysts [5][9] - The China Securities Regulatory Commission (CSRC) has introduced a classification evaluation mechanism for fund sales institutions, which is expected to further influence the market dynamics [9] - Despite the exit of several sales institutions, new entrants are emerging, such as E Fund, which has received approval to establish a wholly-owned subsidiary for fund sales [7][8]
基金销售子公司策略生变,如何走出差异化路径
证券时报· 2025-06-11 09:27
从权益基金保有规模角度看,中欧财富以55亿元的规模,在基金销售子公司领域排名第一,在整个基金销售领 域排名73位。在中欧财富前面,有10家机构的权益基金保有规模超过千亿元,排名第一的蚂蚁基金,保有规模 更是接近7400亿元。嘉实财富和华夏财富的权益基金保有规模,分别为48亿元和51亿元。从非货保有规模来 看,嘉实财富、华夏财富、中欧财富的规模分别为90亿元、84亿元、71亿元,在全市场销售机构中排名分别为 73位、74位、81位。 数据显示,包括本次获批的易方达财富在内,截至目前全市场的公募基金销售子公司已有9家。从获批或成立 时间来看,基金销售子公司早在2012年就开始出现。当年,嘉实基金旗下的嘉实财富管理有限公司(下称"嘉 实财富")成立。从2014年至2016年这三年里,基金销售子公司迎来成立小高峰,9家销售子公司当中有5家于 该期间成立。 需要指出的是,在那三年里成立的基金销售子公司,既有来自华夏基金旗下的华夏财富,以及来自中欧基金旗 下的中欧财富,也有中小公募九泰基金旗下的九泰基金销售,以及国金基金旗下的国金理益。 2016年之后,基金销售子公司的成立节奏有所减缓。新成立公司的出现,要到5年后的20 ...
罕见获批!基金销售子公司策略生变,如何走出差异化路径
券商中国· 2025-06-11 05:09
Core Viewpoint - The recent approval of E Fund Wealth Management Fund Sales (Guangzhou) Co., Ltd. marks the establishment of the ninth fund sales subsidiary in the market, highlighting the ongoing evolution and challenges within the fund sales sector [1][3]. Development of Fund Sales Subsidiaries - Since 2012, the fund sales subsidiary sector has developed over 13 years, but it has not shown significant advantages in market share [2][3]. - The initial strategy for fund sales subsidiaries was to create competitive leverage against traditional channels like banks, but this has shifted due to the trend of "separation of production and sales" in fund products [2][10]. - The first fund sales subsidiary, established by Harvest Fund in 2012, was followed by a peak in new establishments from 2014 to 2016, with five subsidiaries created during that period [3][4]. Market Position and Performance - As of now, only three fund sales subsidiaries are among the top 100 fund sales institutions by scale, indicating limited market penetration [6]. - Among the subsidiaries, China Europe Wealth leads with an equity fund scale of 5.5 billion yuan, ranking 73rd overall in the fund sales market [7]. - The number of funds sold by these subsidiaries varies significantly, with Harvest Wealth leading at 8,059 funds, while others like Guojin Liyi and Jiutai Fund Sales have fewer than 100 [8]. Strategic Adjustments - The fund sales subsidiaries have struggled to establish a strong market presence over the past decade, primarily due to changes in the fund sales landscape and increased competition from third-party platforms [9][10]. - The introduction of regulations in 2018 has further complicated the profitability of non-standard products previously offered by these subsidiaries [10]. Differentiation Strategies - E Fund Wealth aims to differentiate itself by focusing on buy-side investment advisory services, having served over 120,000 individual clients and more than 100 institutional clients by the end of 2024 [11]. - The need for professional fund research and advisory capabilities is emphasized as a way to meet the complex needs of investors, particularly those requiring comprehensive asset allocation [12][13]. - The trend since 2021 shows that newly approved fund sales subsidiaries are primarily from leading public funds, indicating a potential consolidation of business lines within these firms [13].
上银基金管理有限公司关于上银中证同业存单AAA指数7天持有期证券投资基金新增国信嘉利基金为销售机构的公告
Shang Hai Zheng Quan Bao· 2025-06-03 18:07
Group 1 - The announcement states that from June 4, 2025, Guoxin Jiali Fund will begin selling certain funds managed by the company [1][2] - The applicable fund range is subject to compliance with the fund contract, prospectus, and related business announcements [4] - Investors can consult details through various channels, including the websites and customer service numbers of both Guoxin Jiali Fund and the company [5][6] Group 2 - The company has signed sales agreements with multiple securities firms and fund sales companies, which will also start selling its funds from June 4, 2025 [2][3] - A comprehensive list of sales institutions includes major securities firms and fund sales companies, indicating a broad distribution network [3][10] - The announcement emphasizes that the specific dates, processes, and fee discount activities for fund sales will be determined by the sales institutions [4]