Inheritance refers to the death of the fund holder, and the fund share held by him is inherited by his legal heir;
Donation only means that fund holders donate their legally held fund shares to welfare funds or social groups;
Judicial enforcement refers to the judicial institution transferring 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.
For non-transaction transfer, relevant information required by the fund sales outlets must be provided. Eligible non-transaction transfer applications shall be handled within two months from the date of acceptance of the application, and transfer fees shall be charged according to the standards stipulated by the fund registrant and the transfer registrant.
Open-end fund conversion and transfer custody
Fund conversion means that when a fund management company manages multiple open-end funds at the same time, fund investors can convert one fund they hold into another. That is, when an investor sells a fund, he buys another fund managed by a fund management company. Usually, the fund conversion fee is very low, or even not charged.
Re-custody means that when an investor changes the sales organization (outlet) that handles fund subscription and redemption, if the sales organization (outlet) cannot deposit or withdraw funds, it can re-custody the unit that already holds funds. After the agent has gone through the formalities of transferring custody in the original sales organization (outlet), he can go through the formalities of transferring custody in the newly selected sales organization (outlet).