Before you go to the bank to handle business next time, you must first clarify what you want to do, what kind of product you want to buy, whether it is to add value or obtain protection; whether to obtain stable income or gain risk-return.

Before purchasing, be sure to read the contract carefully and ask whether the product is officially sold by the bank.

If you don’t understand, don’t sign or pay.

The keywords for various types of contracts are: bank financial management, funds, brokerage collective plans, insurance, and limited partnership funds.

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Bank financial managers all have sales tasks. Sometimes, in order to complete the tasks, they conceal risks and do not alert investors. This approach will eventually harm the industry.