Fund customer service

1. Overview of fund customer service

1.1. The significance of fund customer service

1.2. The characteristics of fund customer service

        1. major

        2. standard

        3. continued

        4. Prescription

1.3. Fund customer service principles

        1. Investors' interests have priority

        2. effective communication

        3. Safety first

        4. Professional specifications

        5. Appropriateness management

1.4. Fund customer service steps

        1. Pre sales services

        2. On sale

        3. after-sales

2. Fund customer service process

2.1. Fund customer service contents and specifications

2.2. Fund investment consultation and interactive exchange

2.3. Fund customer complaint handling

2.4. Fund investment tracking and evaluation

2.5. Fund client file management and confidentiality

2.6. How fund customer service is provided

2.6.1. Call center

2.6.2. Mail service

2.6.3. Automatic fax , E-mail , SMS

2.6.4. one-on-one 　 Special service

2.6.5. Internet applications

2.6.6. Wechat and mobile client applications

2.6.7. Application of media and brochures

2.6.8. Lecture , Promotion meeting , forum

2.7. Personalized service for fund customers

2.7.1. Do a good job in the dynamic analysis of customers

2.7.2. Understand customers' in-depth needs by strengthening customer communication

2.7.3. Do a good job of advising customers

3. Investor protection work

3.1. The concept and significance of investor protection

3.2. Basic principles and contents of investor education

3.2.1. Basic principles of investor education

3.2.1. The content of investor education

        1. Investment decision education

        2. Asset allocation Education

        3. Rights and interests protection education

3.3. The form of investor education