Basic investment is all-round investment and does not expect dynamic capital adjustment; Only general investment and small investment are considered. Experienced investors don't do this, thinking that doing so will make investors not enjoy the feeling of participating in it, and the income may not reach expectations. Sample. The basic investment institution has been filed by the State Securities Regulatory Commission and obtained the pilot qualification; The pilot institutions of basic investment are not only accepting customers. Entrusting can also engage in basic investment consulting, and put forward reasonable strategies and suggestions to the client directly or indirectly according to the agreement. In order to obtain the corresponding economic benefits, the basic investment strategy should be regarded as a public offering of basic products or the same type of products approved by the State Securities Regulatory Commission. Extended information: 1. The biggest difference between fund investment and previous investment consultants is that Lao Luo believes that "managing money for customers" is based on customers' trust in the professionalism and integrity of fund investors. At present, the role of investment consultant of securities companies is to provide investment advice. Whether it is oral or written (investment products), the final customer still depends on the customer to operate. If the stock account is directly entrusted to a securities company for investment or employment, it is an illegal act of financial management on behalf of customers strictly prohibited by the regulatory authorities. However, the "discretionary financial management" of fund investment management has many restrictions. For example, Lao Luo's company is currently limited to the allocation of OTC open Public Offering of Fund, excluding ETFs, initial funds, closed-end operating funds and private equity funds. Why is this? Because those varieties are risky or lack liquidity. Another limitation is the investment ratio. The investment of a single customer's funds in a single fund product cannot exceed 20%. Public Offering of Fund itself has restrictions on the investment ratio of a single fund, and fund investment further limits the investment ratio of a single fund product, further dispersing and reducing risks. At the same time, in order to prevent moral hazard, the turnover rate of fund investment products will also be limited. 2. Fund investment has a more conscientious design. Fund investment is charged according to the annual management service fee. Similar to the fund management fee, it is accrued daily and deducted regularly. Then the fund investment staff will purchase, redeem and convert the fund products on their behalf according to the agreement, which may result in subscription fee, redemption fee and conversion fee. The cost borne by customers is too high. Lao Luo's company stipulates that the subscription, redemption and conversion fees can be deducted from the management service fee, so he is really conscientious. There are many illegal financial management on behalf of customers in the market now. Securities companies themselves will only issue licenses after strict examination by the regulatory authorities, and fund investment and custody business will also be further examined and allowed by the regulatory authorities. The fund investment business of securities firms is born with professional talent reserve and capital strength.