In November 2014, the second phase of CITIC’s “Xinjinbao”-Prudential Xinjinbao was officially launched, with functions such as CITIC credit card-linked repayment, Xinjinbao-linked personal loan repayment, and free setting of guaranteed amounts.

In May 2014, Xincheng Xinjinbao Monetary Fund successfully connected to China CITIC Bank’s Xinjinbao business platform and pioneered the functions of ATM cash withdrawal, POS machine card swiping and transfer for monetary funds, officially opening the currency fund 3.0 era.

On January 8, 2014, Prudential launched the first shot of "Internet finance" - the Taobao flagship store was launched.

On April 19, 2013, the subsidiary CITIC Xincheng Asset Management Co., Ltd. was approved to be established.

On December 27, 2011, the company obtained the qualification for asset management business for specific clients.

On July 21, 2009, Prudential Fund obtained the QDII (Qualified Domestic Institutional Investor) license.

December 16, 2008 The company's registered capital increased from RMB 100 million to RMB 200 million.

Since May 2007, he has served as an investment consultant for QFII (Qualified Foreign Institutional Investor) accounts.

On April 29, 2006, the first product of Prudential Fund, Prudential Four Seasons Red Hybrid Securities Investment Fund, was established, with an initial fundraising amount of 3.006 billion yuan.

On September 30, 2005, Prudential Fund Management Co., Ltd. was approved to be established.