Those who have passed the subject examinations specified in the Fund Practitioner Qualification Examination shall apply for a registration certificate from their institution. Individuals cannot apply for a professional qualification certificate, and the institution where they work must apply for qualification registration management from the Securities Investment Fund Industry Association of China.
1. Institutional application
Institutions that can apply for fund business qualifications include fund managers, commercial banks (including foreign corporate banks in China), securities companies, futures companies, insurance institutions, securities companies Investment consulting agencies, independent fund sales agencies and other institutions recognized by the China Securities Regulatory Commission.
2. Apply for registration as person in charge
The organization uses [Practitioner Management Platform?](//person.amac.org.cn) and appoints a qualification administrator to monitor the organization The employees' personal account opening, basic information registration and changes, resignation filing information, integrity information, etc. will be reviewed and maintained.
The company opens accounts for employees in the employee management system, and employees log in individually and fill in the information before submitting it to the agency for preliminary review. After the agency review passes, it will be checked by the China Asset Management Association, and will be announced to the public after passing. Generate an electronic certificate that can be printed by yourself.
After passing the review by the association, you can download the qualification certificate in the employee management system? Certificate management? Employment certificate printing? Query? Print.
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