As a common investment behavior in fund investment, fund transfer custody has helped many investors solve many problems. Many friends still don't know much about fund transfer custody. I'll talk to you today. What does it mean to transfer funds to custody? What should I pay attention to when handling?

1, how to transfer funds to custody?

When handling the re-custody business, the types of certificates and materials to be carried should be transferred out in one lump sum or in part. So what are the specific steps of transferring funds to custody?

1) Know your own fund holdings and the distribution of fund sales organizations, choose a convenient outlet to transfer to custody, and open a fund account in the transfer sales organization first.

2) With my ID card and relevant documents and materials (the same as those required at the time of subscription), I will go to the outlet where I bought the fund to handle the re-custody business.

3) Explain your own situation and provide information. The fund share transferred by the investor must be the available share in the fund account, and only part or all of the fund shares of one fund can be selected for transfer custody at a time.

2. What should I pay attention to?

1) If the fund share balance managed by the investor in the sales organization (place) is lower than the minimum share after re-hosting, it is confirmed that the re-hosting is unsuccessful.

2) If the share balance of the fund investors is lower than the minimum share, they must apply for a one-time transfer when transferring custody. If the number of applications is not all, the registration transfer department confirms that the transfer is unsuccessful.

The above contents about how to handle fund transfer and custody are here, and I hope to help you. Warm reminder, financial management is risky and investment needs to be cautious.