The Measures for the Administration of Enterprise Annuity is to further guide and standardize the establishment of enterprise annuity system by state-owned financial enterprises, improve the incentive and restraint mechanism, improve the social security system, and promote the sustained and healthy development of state-owned financial enterprises.
1. The trustee shall report the entrusted management contract and the entrusted management contract to the administrative department of human resources and social security for the record. Article 5 The enterprise annuity plan has only one trustee, one account manager and one custodian, and an appropriate number of investment managers can be selected according to the asset size. Article 6 In the same enterprise annuity plan, the trustee and custodian, custodian and investment manager may not be the same person; Where an enterprise that establishes an enterprise annuity plan establishes an enterprise annuity Council as a trustee, the enterprise and the trustee shall not be the same person; The general manager and employees of enterprise annuity between trustee and custodian, custodian and investment manager, and other investment managers shall not have both. In the same enterprise annuity plan, if the legal person trustee has the qualification of account manager or investment manager, he may concurrently serve as account manager or investment manager.
2. Where a legal person trustee concurrently serves as an investment manager, it shall establish a risk control system to ensure the independence of business management; Establish independent entrusted business and investment business departments, and strictly divide office areas, business management processes and business systems; In the same enterprise annuity plan, the corporate trustee shall implement unified standards and procedures for all investment managers, reflecting the principles of openness, fairness and impartiality. Article 8 The payment of the enterprise annuity fund must be deposited in the entrusted property custody account and transferred to the investment asset custody account within 45 days. The property of enterprise annuity fund is independent of the inherent property and other management property of natural persons, legal persons or other organizations such as clients, trustees, account managers, custodians and investment managers who provide services for the management of enterprise annuity fund. Property and income obtained from the management, use or other circumstances of enterprise annuity fund property shall be classified as fund property.