Entrustment management contract refers to the contract signed between the client and the trustee, account management contract refers to the contract signed between the trustee and the account manager, custody contract refers to the contract signed between the trustee and the custodian, and investment management contract refers to the contract signed between the trustee and the investment manager.
The client submits the information of enterprise annuity plan, enterprise account information and personal account information to the trustee according to the entrustment management contract, and the trustee submits it to the account manager after confirmation.
The client may also submit enterprise account information and personal account information to the account manager entrusted by the trustee according to the agreement in the entrustment management contract, and the account manager shall review the authenticity, legality and completeness of the submitted information and notify the trustee after the review is correct.
The account manager shall establish independent enterprise accounts and personal accounts for the enterprise annuity fund, and timely record the enterprise annuity plan information, enterprise account information and personal account information.
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