Fund clients and sales agencies

1. Fund clients

1.1. Fund clients , Investor type

1.1.1. Fund investors

1.1.2. Classification of fund investors

1.1.3. Restrictions on the scope of fund investors in the regulations

1.2. The current situation and development trend of fund holders

1.2.1. Structural personalization

1.2.2. Institutional diversity

1.3. Product target customer selection strategy

1.3.1. Identify the target customer market

1.3.2. Customers looking for

        1. Causative method

        2. Introduction

        3. Strange visiting method

2. Fund sales agencies

2.1. The main types of fund sales institutions

2.2. Current situation and development trend of fund sales institutions

2.2.1. The current situation of fund sales institutions

2.2.2. Development trend of fund sales institutions

        1. Deeply tap the effectiveness of Internet sales

        2. Improve the specialization and hierarchy of services

2.3. Access conditions for fund sales institutions

2.4. The responsibilities of the fund sales agency shall be standardized

2.4.1. Sign a sales agreement , Define rights and obligations

2.4.2. The fund manager shall formulate business rules and supervise their implementation

2.4.3. Establish relevant systems

2.4.4. No early distribution

2.4.5. Strict account management

2.4.6. Anti money laundering of fund sales agencies

3. The sales theory of fund sales agencies , The way , Strategy

3.1. Sales theory

        1. Normative

        2. Service

        3. speciality

        4. Continuity

        5. Applicability

3.2. How to sell

        1. In terms of fund products

        Fund direct selling

        Fund sale on a commission basis

        2. In terms of salesperson

        Under direct selling

        On a commission basis

        3. In terms of sales network

        Direct selling

        On a commission basis

        4. In terms of customer relations

        Direct selling

        On a commission basis

        5. In terms of marketing costs

        Direct selling

        On a commission basis

        Direct selling of fund companies

        Bank consignment

        Securities companies sell

        An independent third-party sales company

        Emerging Internet financial channels

3.3. Sales strategy

3.3.1. Product strategy

3.3.2. Price strategy

3.3.3. Channel strategy

3.3.4. Promotion strategy