1. Publicly or privately issuing wealth management products to the public;
2. Provide financial advisors and financial advisory services;
3. Other businesses approved by China Banking and Insurance Regulatory Commission.
ICBC Wealth Management Co., Ltd. was established on August 25th, 219, and its legal representative is Wang Hailu. On November 19, 219, the list of Asian financial competitiveness in 219 was announced, and ICBC Wealth Management Co., Ltd. won the "Financial Management Subsidiary of Competitive Bank in 219" award.
financial products have always been issued to the public without specific members of the public, and the property of entrusted investors has been invested and managed;
(2) Non-public issuance of financial products to qualified investors, and investment management of entrusted investors' property;
(3) financial consulting and consulting services;
(4) other businesses approved by China CIRC. (Projects subject to approval according to law, after being approved by relevant departments, shall carry out business activities according to the approved contents. ) [1] On November 19, 219, the list of Asian financial competitiveness in 219 was published, and ICBC Wealth Management Co., Ltd. won the award of "Financial Management Subsidiary of Competitive Bank in 219".
1. Financial management refers to financial (property and debt) management aimed at maintaining and increasing financial value. Financial management can be divided into corporate financial management, institutional financial management, personal financial management and family financial management. Financing channels include bank financing, securities company financing, insurance financing and investment company financing. And investment channels include gold speculation, funds, stocks and so on.
second, open corresponding financial accounts in banks and securities companies for financial management. Generally speaking, savings products, bank wealth management products and fund products can be handled through wealth management accounts opened by banks, and large banks can also purchase them through the banking system. Due to the wide distribution of bank outlets, investment and wealth management accounts opened through bank channels can be handled at bank counters.
3. The wealth management accounts opened by securities companies can be used to invest in a series of investment wealth management tools such as stocks (including A shares, B shares, H shares, etc.). ), bonds (including government bonds, corporate bonds, etc. ), futures (including financial futures such as stock index futures, foreign exchange futures, commodity futures such as gold futures, agricultural products futures, etc. ). The opening of securities accounts can be handled in the business departments of securities companies, and it needs to be handled within the trading day.