Open a bank basic deposit account, verify the tax types, handle the tripartite agreement of the bank, handle the U shield of one legal person certificate, follow-up monthly bookkeeping and tax return, trademark application, website and WeChat construction, office lease, personnel recruitment, etc.

4. Design, issuance and establishment of private placement products-guidelines for funds to participate in margin financing and securities lending business, eight bottom line prohibition rules for asset management of securities and futures institutions (2065438+March 2005 edition) and Interim Measures for the Supervision and Administration of Private Placement Investment Funds.

Requirements: Obtain a private fund manager's license.

Matters needing attention: determine whether it is designed as a loan channel or a contractual direct-issue product, PB seller, custodian, custodian bank, structured or managed product, and fundraising channel, and then prepare various issuance documents, issue products and establish products.

5. Filing of Private Equity Fund Products-Guidelines for Fund Outsourcing Services (Trial).

Note: Within 20 days after the establishment of the product, the privately-offered product shall be filed on the website of the fund industry association. After filing, you will get a filing notice, and then you will open a securities account in Deng Zhong company and a capital account in a brokerage company, and the product can be operated. Acting as an agent for private equity fund filing