How to buy private equity funds?
First, fully understand your investment needs before buying. The product you bought conforms to your own style. Before buying, you should have a clear understanding of your income expectations, liquidity expectations and risk expectations, and then match the private equity products that suit you.
Second, match and adjust the products. Under normal circumstances, private equity funds suitable for investors will be recommended according to the principle of adaptability, so that everyone can know more about the products. General private fund managers will provide product promotional materials, product elements list, etc.
Third, contact the sales channels of private equity funds to learn more about private equity funds.
After confirming that you meet the requirements of qualified investors, you can contact the different sales channels of the private equity fund to learn more about the private equity fund. Sales channels can be divided into two types, one is direct sales by managers, and the other is consignment through consignment channels. Even the same private fund manager may have different thresholds, expenses and strategies for selling products through different channels.
Fourth, prepare the necessary materials. After investors choose private placement products, they need to prepare the following materials before buying: a copy of ID card, a copy of bank card, a certificate that the financial assets are not less than 3 million yuan, or a certificate that the annual income in the last three years is not less than 500,000 yuan. Proof of financial assets of not less than 3 million yuan: bank deposits and bank wealth management products: original deposit certificate and wealth management product certificate issued by the bank. Stock: a stock statement issued by a securities company and stamped with the official seal. Insurance products: copy of insurance policy, investor's signature and payment slip. Its annual income in the last three years is not less than 500,000 yuan;
The last thing to say is about signing a product contract and finally buying a private equity fund.
After determining the products and platforms you want to buy, investors can start signing contracts. In the past, it was mainly face-to-face signing. Now many platforms have developed online signing services to facilitate investors to sign contracts and double record at home. After the contract is signed, you can make money according to the collection account of the contract.
The above content is about how to buy private equity funds, and I hope it will help you to some extent.