A. banks that sell funds on a commission basis.
When applying for opening a fund account, an individual investor shall submit the following materials:
(1) Completed account opening application form;
(2) the original of my valid identity document;
(3) My bank passbook (savings card).
B You can also sell funds through securities companies.
1. Opening of fund account (customers who have already opened a fund account with the entrusted brokerage company do not need to open another account)
Individual investors applying for opening a capital account shall provide the following materials:
(1) Fill in a complete application form for opening a capital account;
(2) The original and photocopy of my valid identity certificate;
(3) passbook (savings card) of the bank designated by the business department.
2. Opening of fund accounts
When applying for opening a fund account, an individual investor shall provide the following materials:
(1) Completed account opening application form;
(2) my valid identity certificate and a copy;
(3) A fund account card opened in an agency;
(4) passbook (savings card) of the bank designated by the business department.
Detailed steps:
For example, if you go to CCB to apply for a fund, you can apply for a savings card and a securities card at the counter with your ID card (if you already have these two cards, you don't need to apply), then save enough money in the savings card and go to the fund counter of the bank to fill out the fund subscription form, and you can apply for subscription. The time for handling fund business at the counter is 9:30- 15:00.
Buying and selling exchange rates:
Subscription rate:
Subscription amount (RMB) Subscription rate
0.2% below 65,438+50,000 yuan
More than 50,000 yuan (including 50,000 yuan) 1%
Redemption rate:
Redemption rate of holding fund time
1 0.8% in a year
Within 2 years, 1 year or above (including 1 year) 0.4%
Within 3 years, more than 2 years (including 2 years) 0.2%
More than 3 years (including 3 years) 0
Prepaid subscription rate:
Subscription amount (yuan) Front-end subscription rate
m < 50000 1.8%
50,000 ≤ m <100,000 1.5%
M ≥10 million yuan
Subscription rate after charging:
Back-end subscription rate for holding fund time
1 year, 1.8%
Within 3 years, 1 year or more (including 1 year), 1.5%
Within 5 years, more than 3 years (including 3 years) 1.0%
Within 8 years, more than 5 years (including 5 years) 0.5%
More than 8 years (including 8 years) 0
Fund description:
Fund Name: Bosera Value Growth Securities Investment Fund
Fund code: 05000 1 (pre-paid), 05 100 1 (post-paid)
Fund Type: Contractual Open-end Fund
Date of establishment: June 9, 2002 +65438.
Term of the fund: indefinite.
Fund unit face value: the face value of each fund unit is 1.00 yuan.
Investment objective: On the premise of striving to make the net asset value of the fund unit higher than the value growth line, the Fund adopts the principle of low risk and moderate return ratio on the basis of the investment structure of multi-level compound investment strategy, pays attention to long-term investment, maintains good liquidity of the fund assets, and seeks long-term stable growth of the fund assets.
Investment scope: The investment scope of the Fund is limited to financial instruments with good liquidity, including stocks and bonds publicly issued and listed in China according to law and other financial instruments permitted by the China Securities Regulatory Commission, but the Fund will not use financial leverage to amplify the role of financial derivatives.
Sales target: individual investors and institutional investors in People's Republic of China (PRC) (except those prohibited by laws, regulations and relevant provisions).
Fund Manager: Yang Rui Yu Yang
Sponsor: Bosera Fund Management Co., Ltd.
Manager: Bosera Fund Management Co., Ltd.
Registered person: Bosera Fund Management Co., Ltd.
Trustee: China Construction Bank.
Customer service telephone number: 010-65171155.
Issuer: The Fund has been open to individual investors and institutional investors since September 2, 2002. It is sold at the same time through the outlets of securities companies such as China Construction Bank, Industrial and Commercial Bank of China, Bank of Communications, CITIC Industrial Bank, China Merchants Bank Co., Ltd., Shenzhen Development Bank, Huaxia Securities Co., Ltd. and China Merchants Securities Co., Ltd. and the company's direct sales center. Banks and stock exchanges can buy many funds, provided that they have signed a consignment agreement with the fund company, so the securities company may not sell them all.
There are so many things to tell you about trading funds. I suggest you go to www.boshi.com.cn, the website of Bosera Fund, or call the customer service center at 95 105568 for details. And you should know more about trading funds and read more websites that introduce funds, such as:/chanquan/2007-03-02/30381.html www.fundxy.com and so on.