Transfer is more troublesome and the procedure will not be simple. The best way is to continue to use the original name. Or use your name when buying other funds (that is, open a new account).

The following are the answers about fund transfer:

If you want to transfer the fund share of your account to others, it must be because of inheritance, donation, judicial enforcement and other reasons. We generally call it non-transactional transfer. Among them, inheritance refers to the death of the original holder of the fund, and its original fund share is inherited by its legal heir; Donation means that fund holders donate their fund units to welfare foundations or social organizations; Judicial enforcement means that the judicial organ transfers the compulsory judgment of the fund share held by the fund holder to other natural persons, legal persons, social organizations or other organizations according to the effective judicial documents. At the same time, when handling non-transaction transfer, it is necessary to provide the required relevant supporting documents to the fund manager.

The principles of non-transactional transfer are as follows:

(1) The transferee of non-transaction transfer shall meet the conditions of fund holder stipulated in the corresponding fund contract;

(2) The transferee of non-transaction transfer shall go through the formalities for opening capital account and trading account according to the requirements for opening capital account and trading account;

(3) The fund shares involved in non-transaction transfer shall be the fund shares that are not pledged or have other restrictions;

(4) Applications for non-transactional transfer due to divorce or other reasons are generally not accepted, unless a court judicial document or arbitration document of an arbitration institution or a notarized divorce agreement is issued. However, the applicant shall be informed to complete the transfer according to the procedure of redemption before subscription;

(5) Judicial and administrative non-transactional transfers are more effective than other non-transactional transfers;

(6) Judicial and administrative non-transactional transfer shall be deemed effective according to the principle of time priority;

(7) The notarized will is more effective than the notarized will, and the later will is more effective than the first will;

(8) Unless otherwise provided by law, the gift agreement itself does not constitute the basis of non-transaction transfer;

(9) In case of non-transactional transfer due to loss of capacity for civil conduct, an application shall be filed on the basis of the ruling of the judicial organ or the certificate of the medical unit notarized by the notary organ;

(10) When an investor applies for non-transaction transfer, the transferee must have opened a fund account, and the application for non-transaction transfer must be made at the sales outlets where the transferee or transferor handles custody transactions.

(1 1) After non-transaction transfer, the duration of shares in the original fund account will continue to be calculated after being transferred to a new fund account;

(12) Non-transaction transfer-in can be one or more open-end funds owned by Dacheng Fund Management Company in a fund account, or part or all of the same fund;

(13) Investors in the same custody sales organization can directly handle non-transaction transfer; Investors from different custody sales organizations must be transferred to custody before they can make non-transaction transfer.

(14) The non-transaction transfer application shall be confirmed and renewed within two months after acceptance. Fund registrants can charge a certain amount of transfer fees.

(Contributed by Dacheng Fund Management Company)