Current location - Trademark Inquiry Complete Network - Tian Tian Fund - What is the difference between fund conversion and fund redemption and re-subscription?
What is the difference between fund conversion and fund redemption and re-subscription?
1, different in nature: fund conversion is a business model that directly converts the fund shares held by our company into the fund shares of other open-end funds managed by our company, without redeeming the fund shares held before purchasing the target fund. Fund subscription is the behavior that investors open a fund account in a fund management company or a selected fund consignment agency and apply for the purchase of fund shares according to the prescribed procedures.

2. Different conditions: fund conversion can only be carried out under the same fund account of the same fund management company. Fund redemption and re-subscription are not.

3. Different handling fees: when the fund is converted, investors only need to pay a lower conversion rate, and do not need to pay a higher redemption and subscription rate. Need fund redemption and re-subscription.

Extended data:

Matters needing attention related to fund conversion:

1. The fund conversion fee consists of the redemption fee of the transferred-out fund and the subscription compensation fee between the transferred-in and transferred-out funds. If the sales agent has special provisions, the provisions of the sales agent shall prevail.

2. Fund conversion adopts the mode of front-end to front-end and back-end to back-end. The front-end paid fund share cannot be converted into the back-end paid fund share, nor can the back-end paid fund share be converted into the front-end paid fund share.

3. When the back-end is transferred to the back-end, investors have to pay a redemption fee every time they transfer out of the fund, and 25% of the redemption fee is included in the fund assets. When redeeming the converted back-end share, the back-end subscription fee calculated according to the highest payable rate in the converted fund shall be paid, and the holding time shall be calculated from the confirmation date of the investor's first subscription (application).

4. Investors can make multiple conversions, and each conversion fee is calculated separately.

Baidu Encyclopedia-Fund Conversion

Baidu encyclopedia-fund subscription