Bank of Communications Finance Limited was established on June 6, 20 19. The legal representative is Tu Hong, and the business scope of the company includes: (1) publicly issuing wealth management products to unspecified public, and investing and managing the property of the trustee;
(2) Non-public issuance of wealth management products to qualified investors and investment management of entrusted investors' property;
(3) Financial consultancy and consulting services; (4) Other businesses approved by the State Council Banking Regulatory Authority, etc.
Extended data:
First, financial management methods
You need to open a corresponding wealth management account when you go to a bank or a securities company for wealth management. Generally speaking, wealth management accounts opened by banks can handle savings products, bank wealth management products and fund products, 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.
The financial accounts opened by securities companies can be used to invest in a series of investment financial instruments such as stocks (including A shares, B shares and H shares), bonds (including government bonds, corporate bonds and corporate bonds) and futures (including financial futures such as stock index futures and foreign exchange futures, and commodity futures such as gold futures and agricultural products futures). The opening of a securities account can be handled in the business department of a securities company, and it needs to be handled within the trading day.
The procedure of investing in a company is relatively convenient. Generally, you only need to provide a copy of your ID card and bank card. Investment companies will also customize exclusive financial plans for customers.
Second, the level of financial management.
The first layer is to handle and use money effectively and reasonably, so as to make the best use of everything and meet the needs of daily life to the greatest extent.
The second level is to invest the extra money to produce the best financial return, which is the level of Qian Shengqian.
The third level is to plan life from the financial point of view, make use of the existing economic and financial conditions, maximize the value of their human resources, and prepare for future development.
Third, planning.
1. Look at your assets, including existing assets and expectations for future income, and know how much money you can manage is the most basic premise.
2. Set financial targets, and define them qualitatively and quantitatively from the specific time, amount and description of the targets.
3. Make clear the risk types, and don't make the assumption of risk preference without considering any objective situation.
4. Strategic asset allocation
Do asset allocation among all assets, and then choose investment varieties, investment timing and investment value.
Financial investment also has certain risks. Beginners can take a look at the following suggestions to control risks:
Don't be a diehard.