China Everbright Bank's fund batch agency business means that China Everbright Bank accepts the entrustment of group customers composed of individual investors, and through the fund batch agency function, it can handle business signings, account openings, fixed investments, purchases and other services in batches for members of the group.
The service targets of China Everbright Bank's fund batch agency business are employees of institutional group customers, who must be qualified individual investors with securities investment fund capabilities that comply with my country's laws and regulations; the target customers of the retail business group mainly include those who have a good cooperative relationship with China Everbright Bank Government agencies, enterprises (institutions), social groups, etc.
Handling channels: China Everbright Bank's fund batch agency business (signing contracts, opening accounts, purchasing, fixed investment, increasing purchase qualifications) can only be handled at the counter of the branch.