1, one-to-many special account
2. Open fund
3, one-to-one account
Number of customers:
1. There shall be no less than 2 customers and no more than 200 customers, but there is no limit to the number of investors with a single entrustment amount of more than 3 million yuan.
2, no less than 200 people (listed transactions not less than 1000 people)
3, 1
Single entrustment:
1, not less than 1 ten thousand yuan.
2, generally not less than 1000 yuan (depending on the provisions of the fund company)
3, not less than 30 million yuan
Asset size:
1, not less than 30 million yuan, not more than 5 billion yuan.
2, when established, not less than 200 million yuan.
3, when established, not less than 30 million yuan.
Change of commission ratio:
1, can participate or quit (at most once every quarter)
It can be bought or redeemed every day.
3, can be added or extracted, not less than 30 million yuan after extraction.
Entrustment form:
1. Fund companies and custodian banks sign asset management contracts with multiple customers one by one.
2. When the fund company announces the fund contract, the customer's subscription/purchase is regarded as acceptance of the contract, but it has not been signed with the customers one by one.
3. Fund companies and custodian banks sign asset management contracts with a single customer.
Administrative expenses:
1, fixed interest rate+performance reward (contingent)
2. Fixed interest rate
3. Fixed interest rate+performance reward (contingent)
Customer service:
1. Submit the investment report to the customer; Disclosure of net assets at least once a month; Involving securities investment details, in principle, at most once every quarter.
2, quarterly, semi-annual and annual reports, daily disclosure of net worth.
3. Submit the investment report to the customer; Involving securities investment details, in principle, at most once a month.