Fund transfer custody refers to the behavior that fund share holders apply to transfer all or part of their fund shares held in the trading account of a sales organization to the trading account of another sales organization. It can also be said that transfer custody refers to the business that the same investor transfers the fund share entrusted to one agency to another agency.

Relocation category:

1, one-step transfer tube

The original custodian institution unilaterally handles the re-custody business, and the new custodian institution can check it two days later.

2. Two-step transfer tube

After the original custodian institution handles the re-custody business, it needs to go through the re-custody confirmation formalities in the new custodian institution.

Extended data:

Precautions:

When transferring custody, the fund holder can transfer all the fund shares he bought in a sales organization (place) at one time or in part, but the balance of the fund shares transferred out and transferred to the sales organization after the transfer custody is completed shall not be lower than the minimum holding share stipulated in the fund contract.

If the fund share balance managed by the investor in the sales organization (place) is lower than the minimum share after re-custody, it is confirmed that the re-custody is unsuccessful. If the investor's fund share balance is lower than the minimum share, he must apply for a one-time transfer when transferring custody. If the number of applications is not all, the registration transfer department confirms that the transfer is unsuccessful.

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