Collect, evaluate and summarize the historical data of past sales, identify potential customers and find attractive market opportunities for the target market to be sold. In the process of publicity and promotion, comprehensive use of widely available written, electronic or other media information, mainly including publicly published materials, leaflets, manuals, television, radio and the Internet.
In the process of investment consultation, fund management companies provide consulting services such as securities investment research and analysis results, investment information, specific operation strategies and suggestions.
Establish a strict information management system and confidentiality system for fund share holders, maintain and update the information of fund share holders in a timely manner, and keep the information of fund share holders strictly confidential to prevent improper use of investor information.