Transfer of funds to custody is a very common investment behavior, but many people are not clear about the specific process when they first handle the transfer business. Let's have a look.

How to handle fund transfer custody?

1 Understand the funds held by yourself and the distribution of fund sales organizations, choose convenient transfer-out custody outlets, and open a fund account at the transfer-out sales organization first.

Hold my ID card and relevant documents and materials (the same as those required at the time of subscription) to handle the re-custody business at the outlet where the fund is purchased.

3 explain your situation and provide information. The fund share transferred by the investor must be the available share in the fund account, and only part or all of the fund shares of one fund can be selected for transfer custody at a time.

What should I pay attention to?

1) If the fund share balance managed by the investor in the sales organization (place) is lower than the minimum share after re-hosting, it is confirmed that the re-hosting is unsuccessful.

2) If the share balance of the fund investors is lower than the minimum share, they must apply for a one-time transfer when transferring custody. If the number of applications is not all, the registration transfer department confirms that the transfer is unsuccessful.

That's all. I hope it helps you.