The qualifications that private fund raisers need to meet. There are very strict restrictions on the sales subject of private equity funds. The following is a small collection of how to sell private equity funds. Welcome to read and share. I hope you like it.

How to sell private equity funds on a commission basis

1, self-selling

Self-selling is suitable for private fund managers with great market appeal and strong market influence. For example, the person in charge of the core investment research turned out to be a public offering star fund manager, a brokerage asset management star investment sponsor and a brokerage star analyst.

2. Brokerage sales

Brokers (securities companies, futures companies) have a better understanding of investment and have confidence in investment. Brokers can also get commission income, channel income, service income and other income by investing in issuing products, as well as the performance improvement of settlement volume and scale stock. Therefore, brokers have a strong willingness to cooperate in helping to invest and issue products.

3. Tripartite platform sales

As a professional private placement product sales organization, the advantage of the third-party platform is that high-net-worth customers with different risk-return preferences can sell suitable products to suitable customers, and they can publicize private placement funds to qualified investors within the scope permitted by laws and regulations through their own platforms and partners.

4. Bank sales

As a fund-raising channel, banks have a lot of resources, regardless of their own fund pool or high-net-worth customers. The priority funds of structured products to ensure income are generally the funds connected with the bank fund pool. Banks also have a large number of high-net-worth customer resources. High-net-worth customers of banks have high trust in banks and are easy to accept private wealth management products recommended by banks.

5. Brokerage consignment: Similar to website consignment, different brokers have different consignment funds. Before buying, you can learn about the products and rates sold by various brokers. The disadvantage is that, compared with the website agent, the fund information of the brokerage agent is rather confusing.

6. On-site funds: This is a bit like stock trading. Some funds can be purchased through the above channels or through brokers. These funds are called LOF. Unlike brokers, the funds in the market are traded through brokers, not directly sold by brokers, and brokers can't earn your agency fees.

How to participate in private equity funds

Participating in private equity funds usually refers to becoming a private equity fund manager or a partner of a cooperative institution. The following are the general conditions for participating in private equity funds:

Appropriate investor status: Generally speaking, participation in private equity funds needs to meet the identity conditions of appropriate investors. Specific requirements may vary from country to country, including individuals or institutions with a certain net asset value or professional investment experience.

Financial strength: to become a shareholder or cooperative institution of private equity funds, you need to have certain financial strength. This depends on the requirements of private equity funds and the capital invested.

Compliance requirements: participation in private equity funds needs to meet relevant laws, regulations and regulatory requirements, such as obtaining approval or registration from financial regulatory agencies.

Professional ability and experience: participation in private equity funds usually requires certain professional ability and experience, especially in the investment field. This can be proved by working experience and qualification certification in the financial industry.

Willingness to cooperate and cooperation plan: To participate in private equity funds, it is necessary to reach a willingness to cooperate with private equity fund managers or cooperation institutions and discuss specific cooperation plans. This may include investment quota, distribution rules, cooperation period, etc.

It is worth noting that different countries and regions may have different conditions and requirements for private equity participation. Before considering participating in private equity funds, it is recommended to consult relevant financial regulatory agencies, legal consultants or professional investment consultants to ensure that the corresponding conditions and requirements are understood and met.

Used to identify the excellence of private equity funds:

Income performance: the investment income of private equity funds is one of the important indicators to judge their performance. You can compare the fund's annualized rate of return, risk-adjusted rate of return, performance ranking compared with similar indicators. At the same time, pay attention to the balance between the fund's rate of return and the risk level held by the fund.

Risk management: Excellent private equity funds should have effective risk management strategies and measures. Pay attention to the fund's risk management ability, such as the diversification of investment portfolio and the effectiveness of risk control measures. Investigate the adaptability of fund managers to market risks and their ability to deal with risk events.

Investment ability: Evaluate the investment ability, experience and professional background of fund managers. Understand the fund manager's past investment records, the logic and thinking of investment decision-making, and his judgment and insight into the market. Investigate the stability, professional background and research ability of the manager team.

Transparency and information disclosure: check the information disclosure and transparency level of the fund, including the investment strategy, asset allocation, risk disclosure and expenses of the fund. Excellent private equity funds should have a high level of information disclosure, so that investors can understand the fund's operation and risk-return characteristics.

Performance sustainability: In addition to observing the short-term return performance, we should also pay attention to the long-term performance sustainability of the fund. Investigate the performance of funds in different market environments and look for long-term stable performance.

Evaluation by rating agencies: refer to the evaluation report of independent rating agencies or evaluation agencies to understand their rating and evaluation of private equity funds. These institutions usually independently evaluate and rank funds according to certain evaluation criteria and methods.

How to distinguish some key points of Sunshine Private Equity Fund;

Registration and filing: Sunshine Private Equity Fund needs to be registered and filed with China Asset Management Association to obtain legal business qualification. Investors can check the filing list of the association to confirm whether the private equity fund has been legally filed.

Investment threshold: Sunshine private equity funds generally have relatively high investment threshold and qualified investor restrictions, and are only open to institutional investors and high-net-worth individual investors who meet certain conditions. This threshold can be based on the financial situation, or it can be determined by specific types of investors.

Investor suitability management: Sunshine Private Equity Fund is strict in investor suitability management, and investors need to meet certain financial conditions or specific investment experience requirements. This is to ensure that investors have relatively rich investment experience and risk tolerance.

Ways of raising funds: Sunshine private equity funds generally raise funds from specific investors through private invitation, rather than public offering. Fund managers usually establish contact with potential investors through personal relationships and institutional networks.

Investment strategy: Sunshine private equity funds usually have greater investment freedom and flexibility, and their investment strategies and portfolios are more flexible and diversified. Fund managers can make relatively free portfolio adjustment according to market conditions and investment objectives.

How to record private equity funds?

The filing of private equity funds means that private equity fund managers submit filing applications to local regulatory authorities in order to obtain legal business qualifications and approval from regulatory authorities. The following is a general archiving process:

Determine the filing institution: first, the private equity fund manager needs to determine the regulatory institution to which the filing belongs, usually the local securities regulatory bureau or the financial regulatory institution. After determining the filing institution, understand the relevant filing requirements and processes.

Preparation of filing materials: Prepare filing materials according to local regulatory requirements. These materials may include private equity fund contracts, investment management rules, fund raising plans, fund establishment reports, board resolutions, etc. Ensure that these materials meet the requirements of the regulatory authorities, and prepare and sort them out as required.

Application for filing: submit the materials and relevant application documents required for filing to the regulatory authorities, and submit the filing application. This usually requires filling out the filing application form or submitting the filing application online.

Audit by regulatory authorities: The regulatory authorities will audit the filing materials. They may ask for further information or conduct on-site verification. Audit usually involves the review of investment strategy, risk control measures and compliance system.

Filing results and registration: if the filing application is passed, the regulatory agency will issue a filing certificate and register the fund information in the filing list. Private fund managers need to properly keep the filing certificate and make follow-up performance and reports according to regulatory requirements.