Fund transfer to trusteeship refers to the act of a fund unit holder applying to transfer all or part of the fund units held in the trading account of a certain sales institution and into the trading account of another sales institution. It can also be said that transfer of custody refers to the same
Investors transfer fund shares held in one agency to another agency.
Category of transfer of custody: 1. One-step transfer of custody: The original custody institution handles the transfer of custody business unilaterally, and the new custody institution can check it after two days.
2. Two-step custody transfer: After handling the custody transfer business at the original custody institution, you need to go through the confirmation transfer procedures at the new custody institution.
Extended information: Note: When transferring custody, fund holders can transfer out all the fund shares purchased at a sales agency (location) at one time, or they can transfer part of them out, but the transfer will not be completed after the custody transfer is completed.
The balance of fund shares transferred out and transferred to the sales agency shall not be lower than the minimum holding shares stipulated in the Fund Contract.
If the balance of a fund unit held by an investor at the sales agency (location) after the custody transfer is lower than the minimum share, the custody transfer should be confirmed as unsuccessful.
If the investor's share balance of the Fund is already lower than the minimum share, he must apply for transfer out all at once when transferring custody. If the number of applications is not the full amount, the registration and transfer department shall confirm the transfer as unsuccessful.