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Do I need a professional qualification certificate to hold funds on behalf of others?

In China, the fund holding business falls under the category of securities business, and you need to have the corresponding professional qualification certificate to engage in it.

According to the "Measures for the Administration of Qualifications of Securities Practitioners", personnel engaged in securities business need to obtain corresponding securities qualifications.

Among them, the agency fund holding business belongs to the securities investment consulting business and securities investment consulting business. Relevant practitioners need to pass the professional examination organized by the Securities Association of China and obtain the securities qualification certificate before they can legally engage in the agency fund holding business.

Therefore, if you want to engage in the fund holding business, you need to obtain the relevant qualification certificate first.