Fund sales is one of the main business links of fund management, and its standardized operation is an important guarantee for expanding the scale of funds and protecting the interests of investors. With the rapid development of China's securities investment fund industry, the fund sales channels have been continuously expanded and deepened, and the number of people engaged in fund sales business has increased rapidly. Fund sales personnel directly contact investors and provide fund sales services. The improvement of their professional level and quality is related to the improvement of the overall service level of China's fund industry and the sustained and healthy development of the fund industry.
According to "People's Republic of China (PRC) Securities Investment Fund Law" and "Measures for the Administration of Securities Investment Fund Sales", personnel engaged in fund publicity, sales promotion, consulting and other businesses should first take the fund sales staff examination and obtain the qualification.