The principle and significance of fund after-sales maintenance is to establish corporate brand image, enhance market competitiveness and prevent customer loss.

Fund investment involves the identity of investors, property information and other personal circumstances, so fund marketing institutions must establish strict information management system and confidentiality system, not only need to maintain and update customer information in the early, middle and after-sales period of fund sales. Fund after-sales services include timely updating fund information, reminding customers of reconciliation, checking transactions and other services, all in order to better sell funds.