The promotion of fund customer service is carried out around the needs of investors, and it is constantly developing and changing with the practice of the whole fund sales business. Fund sales institutions shall formulate customer service standards and standardize services such as service objects, service contents and service procedures. The specific work mainly involves the following six aspects:

(1) Collect, evaluate and summarize the historical data of past sales, identify potential customers for the target market to be sold, and find attractive market opportunities.

(2) In the process of publicity and promotion, comprehensive utilization of written, electronic or other media information generally available to the public, mainly including publicly published materials, leaflets, manuals, television, radio and the Internet.

(3) Follow the principle of sales applicability and pay attention to the matching between investors' risk tolerance and the risk-return characteristics of fund products. Establish a method system to evaluate the risk tolerance of fund investors and the risk level of fund products.

(4) When an investor opens a fund trading account, it shall provide the investor with rights and interests information to ensure that the investor understands the relevant rights and interests. Timely and accurately handle all kinds of fund sales procedures for investors, identify the effective identity of customers, and strictly manage investor accounts.

(5) Provide good and continuous services for the fund share holders, and ensure that the fund share holders can effectively understand the relevant information of the invested funds. When a fund agency sells more than one fund at the same time, there shall be no discriminatory publicity and promotion activities and sales policies.

(6) Standardize the behavior of fund sales personnel and follow the following precautions when promoting products: the statement, introduction and publicity of fund products should be consistent with the fund contract and prospectus, and there should be no false or misleading statements or major omissions; When stating the past performance of the recommended fund or other funds managed by the same fund manager, it shall be objective, comprehensive and accurate, provide the original source of performance information, and shall not unilaterally exaggerate the past performance of the recommended fund or predict its future performance; It should be made clear to investors that the past performance of the recommended fund does not predict its future performance, and the performance of other funds managed by the same fund manager does not constitute a guarantee for the performance of the recommended fund.