How many years are the fund materials kept?
1. Fund sales organization: A fund sales organization shall keep the investor's account opening information and business-related information for more than fifteen years from the date when the investor's business ends;
2. Fund share registration institution: The fund share registration institution shall keep the investor's name, identity information, transaction details and other relevant information for more than 20 years from the date when the investor cancels the account;
3. Securities and futures institutions: Securities and futures institutions need to keep investors' account opening information and trading information for more than 20 years.
How do fund sales organizations keep information?
1. Each fund sales institution shall establish a complete data management and confidentiality system, regularly maintain the data system and update relevant information in time. Agents should also keep customer information confidential:
2. Fund sales institutions need to make clear the fund use right and transaction information of each customer, and keep relevant records:
3. Institutions need to back up and upload customers' transaction information in accordance with relevant national laws, and also need to establish a complete file management system.
That's all. I hope it helps you.