Generally, a more reliable third-party financial service platform does not contact investors' funds, but establishes a bank third-party supervision account in your name. It is transparent for you and the borrower to identify the contractual interests face to face.
With the rapid development of economy, there are more and more high-net-worth people, and the scale of third-party wealth management companies is also growing rapidly. However, there are still many regulatory gaps in the third-party financial industry, so the following points should be paid attention to when choosing a third-party financial platform:
First, check the qualifications of the institutional platform. With the increasingly strict supervision, it is necessary to obtain the corresponding business license to carry out a certain business. For example, to carry out fund business, it is necessary to have a license to sell funds. Therefore, we must choose a third-party financial institution with relevant qualifications.
Second, pay attention to the performance reports of third-party financial institutions in recent years. If the company's performance data in recent years is not optimistic, you must be cautious when purchasing the company's wealth management products.
Third, pay attention to the overall operation level and investment experience of the management team. Financial planners who directly connect with investors must have relevant qualification certificates or even higher qualifications, similar to CFA and CFP.
Investment and financial management recommend the golden axe. Golden Axe is committed to providing customers with one-stop family financial analysis, investment strategies, and cross-cycle, all-category and diversified fund allocation schemes based on family goals and plans. Services cover convenient product search, fund redemption, net worth inquiry, wealth bookkeeping, configuration planning, investment consulting, etc. On the mobile side, PC side and WeChat side, it will eventually help families realize the preservation, appreciation and inheritance of wealth.
Up to now, the number of middle-class and high-net-worth registered users on Golden Axe Platform has exceeded 800,000, and the cumulative allocation of funds such as Public Offering of Fund, Sunshine Private Equity and Private Equity has exceeded 35 billion. More than 654.38 million families have obtained professional, independent, real-time and efficient one-stop asset allocation advice and fund trading services.