2 1 Century Business Herald
give rise to
2022- 1 1-25 20: 08 from Guangdong official account 2 1 Century Business Herald.
2 1 Century Business Herald reporter Pang Huawei reports from Guangzhou.
Public Offering of Fund's personal pension business has officially entered the substantive operation stage!
165438+1October 25th, the individual pension system was formally implemented, taking the lead in implementing it in 36 cities or regions such as Beijing, Shanghai, Guangzhou, Xi and Chengdu.
265438+20 th Century Business Herald reporters conducted an investigation and interview on the fund companies shortlisted by individual pension funds. It is understood that they are basically ready in terms of platform, products, team, investment and marketing, and will be officially launched next Monday (2022,165438+1October 28th).
What are the short-listed fund companies doing before opening the floodgates, how are they laid out, what problems they have encountered, how to deal with them, and what are their plans for the future?
265438+20 th Century Business Herald interviewed and investigated more than 20 fund companies shortlisted for individual pension funds to see what the fund companies standing at the starting line are doing and thinking.
All is in order.
165438+1On October 28th, the "starting gun" for individual pension fund sales will ring.
It is understood that before the personal pension fund is officially exhibited, the fund company needs to do a lot of preparatory work, including system testing and docking, platform construction, product reserve, team service, investment and teaching companionship, marketing and publicity, etc.
Alvin Wong, chief marketing officer of E Fund, told reporters that the individual pension fund business is a systematic project, involving systems, products, investment and educational services.
"At present, we are ready." Alvin Wong said.
According to reports, first of all, on the system side, E Fund conducted several rounds of multi-party testing to ensure smooth operation; Secondly, in terms of products, seven pension target funds have added Class Y shares and have entered the list of the first batch of individual pension funds; Thirdly, in the teaching of old-age care, the company has opened old-age care areas on official platforms such as WeChat official account, investor education base and direct selling APP, providing knowledge and services from the perspectives of personal old-age care necessity, personal old-age care planning, personal old-age care policy and participation process.
According to the reporter's understanding, various fund companies are in full swing to prepare individual pension funds.
Harvest fund said, "We have successfully passed the docking test of China Settlement Personal Pension Information Management Service Platform. At present, the home page of the direct selling platform' Wealth Manager' APP has launched a new version of' Pension Zone', which supports functions such as tax-deferred pension calculation, subscription account opening reminder, (non-tax-deferred) products and information display. The personal pension Y share purchase function is in the gray test stage and is progressing smoothly. "
Bosera Fund also said that at present, Bosera Fund has completed the research and development of "Pension Zone" on its direct selling platform "Bosera Fund" APP and PC official website, which supports pension calculation, pension fund account binding, pension fund subscription, redemption, inquiry, product and information display and other functions. At present, this function is in the gray scale test stage and has not been opened to public investors.
China Merchants Fund pointed out, "I