The fund is a tool suitable for everyone to invest. For investors with different risk levels and different anti-risk abilities, of course, some users will choose fund custody. What are the benefits of transferring funds to custody?

What's the difference between private equity fund and illegal fund-raising?

What is fund transfer custody?

Fund transfer custody refers to the business that investors transfer their fund shares held in one trading account to another trading account, which can be transferred between sales organizations or between different trading accounts of the same sales organization.

Investors can choose to adopt "one-step custody transfer" or "two-step custody transfer" when the sales organizations (outlets) of the transferor and the transferee allow at the same time. If the "one-step custody transfer" method is selected, the investor should first register the fund account at the sales organization (outlet) to be transferred, and then apply for custody transfer at the sales organization (outlet) of the transferor; If you choose the "two-step custody transfer-out" method, you must first handle the transfer-out at the sales organization (outlet) of the transferor, and then register the fund account number and share transfer-out business at the sales organization (outlet) of the transferee after the fund registrant and the transfer-out registrant confirm successfully.

For example:

Investors originally subscribed for a fund in Bank A, but later found that Bank B is closer to home, so they can transfer the fund share to custody and transfer the fund from Bank A to Bank B. ..

Custody fee for fund transfer:

If the fund shares originally managed in the OTC system are transferred to custody (whether transferred to the OTC market or transferred to the OTC system), the transfer is free.

If the fund shares originally managed by the on-site system are transferred to custody (whether transferred off-site or in-site system), the transfer-out fee is the same as the current A-share standard: that is, in the same trading day, regardless of the type and quantity of securities transferred, the transfer-out fee for each securities account transferred to each securities business department is 30 yuan RMB. (Author: House Wolf Source: Positive Solution Network)