Financial Markets

Agency sale of assets management plan

Introduction of Functions

IB may sell collective wealth management products, such as collective assets management plan, launched by securities companies publicly via IB's branches and outlets as agents; or recommend clients to purchase tailored assets management plans and specific assets management plans and other targeted plans.


IB has been equipped with advanced agency sales system for collective assets management plan launched by securities companies, and facilitates smooth offering of assets management plans with 7 x 24 service and purchase and sales across the country.