Application method:
(1) Prerequisite: RMB settlement account of China Industrial and Commercial Bank of China (deduction account for fund fixed investment subscription), fund trading card, fund trading account of China Industrial and Commercial Bank of China and TA fund account of fund management company (the account status is normal) must be opened first.
(2) The customer submits the fund transaction card, fills in the Application Form for Fixed Investment of the Fund in duplicate, and carefully reads the instructions on the back of the second application form.
(3) It means that the investor agrees that the fund management company and the consignment agency will purchase the open-end fund at the same time interval and the same amount.
(4) Investors can apply for multiple times to participate in the fixed investment of the same fund, or they can participate in the fixed investment of multiple funds.
(5) On the day of application, investors cannot apply to withdraw from the subscription business of the Fund.
(6) After the transaction confirmation (T+2) is successful, investors can print the fund business confirmation notice at the fund business acceptance branch of the bank.
(7) When a fund account is opened on the same day, regular trading can be opened immediately.
(8) After the customer applies for the fixed investment plan, it is not allowed to apply for cancellation of the TA fund account.
At present, ICBC Credit Suisse's Core Value Fund (fund code: 48 100 1), Guangfa Steady Fund (fund code: 270002), Rongtong Blue Chip Growth Fund (fund code: 16 1605) and Nuoan Balanced Fund (fund code: 0/605) Bosera Select Stock Fund (fund code: 050004), Southern Baoyuan Bond Fund (fund code: 20210/), Guangfa Jufu Fund (fund code: 27000 1), Shenwan Paris Sheng MSCI Select Fund (fund code: 3/kloc- Guolian Desheng Steady Fund (fund code: 2550 10), Southern Steady Growth Fund (fund code: 20200 1) and Rongtong Shenzhen Stock Exchange 100 Index Fund (fund code: 16 1604).
If you have registered a peony card for fund trading in personal online banking, you can also select "online securities"-> after logging in to personal online banking; "online fund"->; "fund transaction"->; The function of "fund regular investment setting" is self-help.
"Steady Earnings" RMB personal wealth management products (hereinafter referred to as "Steady Earnings" wealth management products) refer to low-risk wealth management products that are issued to individual customers with the investment income of RMB bonds with high credit rating (including bonds such as government bonds, financial bonds and central bank bills) as the guarantee, and pay the principal and income to customers at maturity.
Application method: During the issuance period, please bring your valid ID card and peony card to the counter of the local branch where you open an account, or go through the "ICBC Banking->; The function of "Financial Product Information and Transaction" can be used for inquiry and purchase.
Brief introduction of "Litianli" account wealth management business
"Litianli" account wealth management business is a wealth management service project integrating agreement transfer and fund investment. When you choose a suitable money fund as the investment object, you can designate a current account as the "Litianli Account" of the fund, and set the "initiated subscription balance" and "initiated redemption balance" for this account. When the deposit balance in the account exceeds the set "subscription balance", if the balance exceeds the minimum subscription amount of the fund, it will be automatically transferred to the fund trading account to purchase the fund. When the balance of demand deposit is lower than the "initiated redemption balance", the fund redemption application will be automatically initiated.
At the same time, you can also set multiple current accounts as "Litianli Accounts" and set a minimum reserve balance for each "Agreement Transfer Account". When the deposit balance in the account exceeds the set reserve balance, the excess will be automatically transferred to Litianli account to subscribe for the designated funds, so that your idle funds in the bank can be fully utilized.
Please use "ICBC Financial Management->" of personal online banking; "financial services"->; "Litianli Account Financing Business" is handled. "Litianli" account financing business process:
1. Determine the monetary fund to invest in: At present, the "Li" account wealth management business only supports the selection of monetary funds as the investment target, and does not support other types of funds for the time being.
2. Set "Litianli Account": in the online banking registered account, select a current account as the Litianli account of the fund, and set "initiated subscription balance" and "initiated redemption balance" for this account.
3. Setting up an agreement transfer account: After setting up the "Litianli Account" of the Fund, one or four other current accounts can be designated as the agreement transfer account of the "Litianli Account" in the online banking registered account, and a "minimum reserved balance" can be set for each agreement transfer account.
The counter also provides value-added services. Please bring your fund transaction card and another current passbook to the local outlets that provide this service.
If you have any unfinished explanations, please continue to ask questions.