Answer: B fund customer service content can be divided into three parts: pre-sales service, in-sales service and after-sales service. The three parts complement each other and are indispensable: (1) Pre-sales service refers to providing services to customers before starting fund investment operations.
Various services provided.
It mainly includes: introducing basic knowledge of the securities market and funds, and popularizing fund-related legal knowledge; introducing the investment operations of fund managers to allow customers to fully understand the characteristics of fund investment; and carrying out investor risk education.
(2) On-sale service refers to the services that customers enjoy during the fund investment operation process.
Mainly includes: assisting customers to complete risk tolerance tests and explaining test results in detail; recommending funds that meet the principle of applicability; introducing fund products; assisting customers with account opening, subscription, redemption, information changes and other fund services.
(3) After-sales service refers to the services provided to investors after completing fund investment operations.
Mainly include: reminding customers to check transaction confirmations in a timely manner; introducing to customers methods and paths for customer service, information inquiry, etc.; regularly providing product net value information; promptly notifying customers when fund companies and fund products change.