万家基金旗下部分基金

Search documents
万家基金管理有限公司关于增加广发证券为旗下部分基金销售机构并开通定投及参与费率优惠活动的公告
Shang Hai Zheng Quan Bao· 2025-05-27 18:54
Group 1 - The company has signed sales agreements with multiple securities firms, including GF Securities and Guolian Minsheng Securities, to offer fund subscription, redemption, and investment activities starting from May 28, 2025 [1][17][31] - The company will also launch a systematic investment plan (SIP) for its funds, allowing investors to set up automatic investments through the securities firms [2][19][33] - The minimum investment amount for the SIP is set at 10 yuan per period, and investors can choose their investment frequency and amount [5][22][36] Group 2 - Fund conversion services will be available starting May 28, 2025, allowing investors to convert between different funds under the same registration institution [17][31] - The minimum number of shares for conversion is 500, and conversion fees will be based on the redemption fees of the outgoing fund and the subscription fees of the incoming fund [18][32] - The company will offer promotional fee rates for fund subscriptions through these securities firms, with specific discounts to be announced by the firms [13][28][43]
万家基金管理有限公司关于增加邮储银行为旗下部分基金 销售机构并开通定投的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-04-19 03:28
根据万家基金管理有限公司(以下简称"本公司")与中国邮政储蓄银行股份有限公司(以下简称"邮储 银行")签订的销售协议,自2025年4月21日起,本公司旗下部分基金在邮储银行开通申购、赎回及定 投。投资者可在邮储银行办理产品开户及申购、赎回等业务。业务办理的具体事宜请遵从各销售机构的 相关规定。 一、本次增加邮储银行为销售机构的基金产品如下: ■ 二、开通基金定投业务 基金定投是指投资者通过向邮储银行提交申请,约定申购周期、申购时间和申购金额,由各销售机构在 设定期限内按照约定的自动投资日在投资者指定资金账户内自动完成基金申购申请的一种长期投资方 式。有关基金定投事宜公告如下: 1、适用投资者范围 符合相关基金合同规定的所有投资者。 2、本次开通基金定投业务的基金产品如下: ■ 2、投资者开立基金账户后即可到各销售机构申请办理相关万家开放式基金的基金定投业务,具体办理 程序请遵循各销售机构的相关规定。 4、办理时间 本业务的申请受理时间与基金日常申购业务受理时间相同。 5、申购金额 投资者可与邮储银行约定每期固定投资金额,每期定期定额申购金额最低下限为人民币10元,无级差。 6、扣款日期及扣款方式 (1)投资者 ...