1 filing report
Upload a scanned copy of the organization commitment letter stamped by the administrator.
2 Private equity fund contract
Upload a scanned copy of the fund contract signed by the investor, sealed by the manager and sealed by the custodian.
3 investor risk questionnaire survey
You can refer to the template.
(4) Supervision agreement on the special account for raising and clearing funds.
Please upload the scanned signed and sealed fund contract for contractual funds and the Custody Agreement for limited partnership funds.
5 plan instructions/plans/promotional materials
You can upload the plan manual, or you can upload the prospectus or fund recommendation materials.
6 Private equity fund contract
Upload the word version of the final contract.
7) investor details
Print the information of investors in the previous step and affix the official seal of the manager to scan and upload.
8 risk disclosure statement
Annex I of the fund contract can be scanned, which requires the signature of the investor, the seal of the manager and the date of signature.
Certificate of paid-in capital contribution
Upload the escrow receipt certificate.
10 outsourcing service agreement
Please upload the general agreement on outsourcing services signed with the outsourcer.