The clients of Everbright Bank's fund bulk agency business are employees of institutional group customers, who must be qualified individual investors who meet the requirements of Chinese laws and regulations and have the ability of securities investment funds; The target customers of the retail business group mainly include government agencies, enterprises (institutions) and social organizations that have good cooperative relations with China Everbright Bank.
The fund bulk agency business of China Everbright Bank means that China Everbright Bank accepts the entrustment of group customers composed of individual investors, and through the fund bulk agency function, it can handle the signing, account opening, fixed investment, purchase and other businesses for members of the group in batches.
handling channel: the bulk agency business of China Everbright Bank Fund (signing contracts, opening accounts, purchasing, fixed investment and increasing purchasing qualification) is only handled at the counter of outlets.