The audio and video recording of the sales area mentioned in these Provisions (hereinafter referred to as "double recording") refers to the banking financial institutions selling their own wealth management products (hereinafter referred to as their own wealth management products) and financial products issued by cooperative institutions according to law (hereinafter referred to as consignment products) in the business premises, and the "double recording" management of the sales area should be implemented, that is, the sales area should be set up, and an electronic system should be installed in the sales area to synchronize the audio and video recording of the sales process of each product.
There are several new requirements for the commission double record of government bonds.
First of all, the applicable product range is further clarified.
Article 2 of the Interim Provisions stipulates that banking financial institutions may decide whether to be included in the "double record" management of the SAR according to the actual situation. In addition, financial management and consignment products should be managed by "double recording" in special areas.
The second is to standardize self-service purchase.
Article 11 of the Interim Provisions restricts salespeople from operating on behalf of customers and participating in marketing in the process of self-service purchase.
Third, institutions are required to design a unified service speech standard.
Article 20 of the Interim Provisions stipulates that speech should at least include product type, issuer, risk level, income type, product matching degree and so on.