fund account opening, fund subscription and redemption.
1. fund account opening: as an agency, it can help investors complete the registration and opening procedures of fund accounts. Including filling in relevant forms, providing necessary documents and identification, and assisting in submitting them to fund companies or sales channels.
2. Fund subscription and redemption: As an agent, he can help investors to buy (subscribe) and sell (redeem) fund products. By collecting the required information and operating according to the prescribed procedures, the execution of the corresponding trading instructions can be realized.