Private equity funds are raised by means other than mass communication, mainly including investing in the equity of non-listed companies or the non-publicly traded equity of listed companies. Here's how to issue private equity products collected by Bian Xiao. Welcome to read and share. I hope you will like it.
How to issue private equity fund products
(1) Identify private equity fund products, involving fund product contracts and product introductions.
(2) Determine the fund manager and fund custodian.
(3) To open a third-party custody account, generally choose a brokerage account or a bank account.
(4) The raised funds are deposited in the custody account.
(5) Products involving private equity funds shall be submitted to the fund industry association for review.
What are the conditions for the issuance of private equity funds?
1. Requirements of private equity funds for investors' economic strength: Requirements for individuals: The investment amount of a single fund is not less than1million, the net assets exceed 3 million, and the average annual income in the last three years is more than 500,000. Requirements for institutions: net assets exceed10 million. Second, the requirements for the number of private equity funds: the reason why private equity is private equity is because funds are only open to specific people. The way to raise funds is for fund sponsors to raise funds privately. According to the provisions of the Securities Investment Fund Law, the Company Law and the Partnership Enterprise Law, the number of investors in partnership enterprises and limited company funds shall not be higher than 50; The number of contract funds and joint-stock company funds shall not exceed 200. Three. Fund issuance conditions: 1. Only managers who have completed the filing with the China Fund Industry Association are eligible to issue funds. 2. You can buy an investment company and apply for the registration and issuance of fund products after completing the application for private equity fund license. 3. If you don't want to buy it, you can entrust the manager to issue it. However, due to the different scales of the manager's institutions, if you are not familiar with the industry, it will have a direct impact on the interests of investors.
Legal basis:
Article 6 of the Interim Measures for the Administration of Private Investment Funds shall apply to the fund industry association for registration if the fund manager meets the following conditions: (1) The paid-in capital or paid-in capital contribution shall not be less than RMB 6,543,800+million; (2) Among the products raised and managed by itself or managed by other institutions, the scale of investment in publicly issued shares, bonds and fund shares of joint stock limited companies and other securities and their derivatives as stipulated by the China Securities Regulatory Commission is more than 6,543.8 billion yuan; (3) Having two qualified licensed persons in charge and one person in charge of compliance risk control; (4) It has a good social reputation, has no record of illegal acts in the last three years, and has no record of bad faith in financial supervision, industry and commerce, taxation and other administrative organs, commercial banks, self-discipline management and other institutions. Equity investment management institutions and venture capital management institutions that meet the registration conditions shall apply to the fund industry association for registration.
What is a fund?
Funds are investment tools composed of investors, which are used to raise funds and managed by professional fund managers. Funds pool investors' funds to buy various financial assets, such as stocks, bonds, commodities and real estate. , in order to diversify the portfolio and risk.
What do you mean by increasing investment?
1. A fundraising project refers to an investment and financing method in which enterprises or individuals issue stocks, bonds or other securities to investors through online platforms to obtain funds by financing. Fund-raising project is a new financing model, which can not only help enterprises to obtain funds, but also help investors to obtain funds.
2. Hello, private placement, that is, issuing stocks to special investors, is generally similar to general private equity investment. Private placement is an equity investment fund for buyers and sellers.
3. Fundraising projects refer to the projects that enterprises put into production through IPO or refinancing, referred to as fundraising projects.
4. Public offering refers to an investment method in which an enterprise issues securities to the public, raises funds, invests certain funds, participates in certain investment projects, and obtains certain investment income.
5. Financing projects refer to projects in which the funds raised by enterprises through initial public offering or refinancing are put into production. The raised funds will be used for investment by listed companies. The main purpose of listing enterprises is to raise funds in the market for investment and expansion of production, but human behavior has greatly improved the speculation of listed companies' stocks.
Participants in private equity funds can be divided into the following categories.
1. Individual investors: Individual investors are the most important participants in private equity funds, usually some high-net-worth individuals, investment experts, entrepreneurs, etc. They have enough capital and investment experience and hope to increase their investment income through private equity funds.
2. Institutional investors: Institutional investors include pension funds, insurance companies, banks and sovereign wealth funds. They have a large capital scale and investment experience, and hope to diversify investment risks through private equity funds and obtain higher returns.
3. Professional investors: Professional investors include securities companies, fund management companies and futures companies. They have strong investment and research ability and teamwork ability, and expand investment channels through private equity funds to obtain more income.
4. Other institutions: In addition to the above institutions, there are some institutions specializing in private equity fund business, such as trust companies and asset management companies.
Private equity funds are investment tools for high-net-worth individuals, so wealthy high-net-worth individuals are often the main buyers of private equity funds.
High net worth individuals are more likely to buy private equity funds for the following reasons.
First of all, high-net-worth people have certain advantages in wealth accumulation. They have high investment ability and rich sources of funds.
This enables them to invest in private equity funds, which also means that they have relatively high risk tolerance.
Secondly, compared with traditional investment channels, the risk-return ratio of private equity funds is higher.
For high-net-worth people who pursue high returns, private equity funds provide more investment opportunities and richer return potential, thus attracting their attention and purchase.
Finally, private equity funds have certain advantages in investment strategy and flexibility.
High-net-worth people usually have strong personalized needs in financial planning, and they hope to achieve personalized investment objectives and risk control through private equity funds.
Therefore, the flexible investment strategy and product characteristics of private equity funds can meet their personalized investment needs.