Agency Wealth Management

*Product Definition

The agency wealth management is professional wealth management service targeted at corporate finance customers. As the investment manager, the Bank accepts customers’ entrustment and authorization, conducts investment and capital management as agreed with the customers in advance, and helps them to realize the value maintenance and appreciation of funds for them.

*Product Types:

Based on product terms, the agency wealth management products of the Bank can be divided into open wealth management product, semi-open wealth management product and closed wealth management product. Based on the nature of products, they can be divided into principal and returns guaranteed type, principal and floating returns guaranteed type and principal and floating returns non-guaranteed type.

*Product Features

(1) Complete range of products. The agency wealth management products of the Bank now include open wealth management product, semi-open wealth management product and closed wealth management product, which can meet diversified demand of customers.

(2) Issue regularly. The Bank releases agency wealth management products to corporate finance customers every week for them to subscribe.

(3) Considerable proceeds. The Bank publishes the price of agency wealth management products according to market condition and the operation of underlying assets, achieving a leading earning level among similar products.

(4) Safety. The access of underlying assets of agency wealth management products are administered in the light of our own business, which makes the investment safe and secured.

*Target Customers

The open products are suitable for corporate finance customers that have short term idle cash and wish to put into short term investment and increase capital earnings while keep the liquidity. The semi open products are suitable for corporate finance customers that actively manage the liquidity of funds under wealth management and expect shorter investment term. The closed products are suitable for corporate finance customers that prefer stable investment and have specific requirement on the operation period of capital.