At present, most fund companies raise funds through cooperation with banks, securities companies and insurance companies. At the same time, it does not limit the subscription amount of investors. A large number of investors subscribed for more than the scale set by the fund and placed shares in proportion, which caused the fund phenomenon that investors were enthusiastic about. For example, the total subscription amount is 654.38+000 billion yuan, and the fund raised amount is 654.38+000 billion yuan, which is distributed according to 654.38+00%. If you buy at 654.38+0000 yuan, then only 654.38+0000 yuan is confirmed to be successful.
In the above example, the subscription is only 1000 yuan. What about the remaining 9000 yuan? Put it in your bank account or stock account. At this time, securities companies and bank staff will not easily let you take away the funds when they see so much fat. All kinds of financial products, funds, time deposits and other financial retail products are sold to you; In another case, some well-known hot funds are sought after by investors. Securities practitioners use investors' mentality to ask investors to deposit more funds into their accounts for subscription. For example, the total subscription amount is 654.38+00 billion yuan, and the raised funds are 654.38+00 billion yuan, which is distributed according to 654.38+00%. Investors deposited 6,543,800 yuan, successfully subscribed 6,543,800 yuan, and the remaining 900,000 yuan. This 900,000 yuan is a marketing opportunities. Proportional placement means that the amount of funds subscribed by investors in the market exceeds the upper limit of fund size. In order to be fair, fund companies must distribute and sell to investors in proportion to the original scale and the total amount raised.
For example, the initial fund size is only 654.38+0 billion, and the fund size subscribed by investors exceeds 654.38+0 billion. It is impossible to say that future investors will brush it off, so the way of proportional placement is adopted, so that all investors can buy funds, that is, only part of the subscription amount can be traded, and the rest will be paid back. Proportion of placing = limited sales scale/total effective subscription during the raising period ×100%; Confirmation amount of investor's subscription application = effective subscription application amount submitted during the raising period × placement ratio. For example, the upper limit of the fund issuance scale is 654.38+000 billion, and the final subscription application of investors in the market is 20 billion. Placement ratio = limited issuance scale/total number of valid subscription applications during the raising period ×100% =100/200×100% = 50%; If the subscription amount of Xiao Li is 654.38+ 10,000, the final transaction amount is = 654.38+00× 50% = 50,000.
Proportional placement of funds means that when the total amount of funds subscribed by investors exceeds the sales scale limited by the fund company, the fund company must distribute them to investors in proportion to the original scale and the total amount raised. Placement ratio = restricted sales scale/total effective subscription during the raising period ×100%; Confirmation amount of investor's subscription application = effective subscription application amount submitted during the raising period × placement ratio. The biggest difference between fund proportional placement and previous fund issuance is that investors do not have to queue up to subscribe for new funds. All valid subscription applications can be confirmed as long as the fund raising scale does not exceed the prescribed fundraising limit; If the scale limit is exceeded, the customer's subscription application will be confirmed in proportion, that is, the investor's subscription amount can only partially reach 100 transactions.