#我看向fund investment advisor# Since the first batch of 5 fund investment advisory pilots was approved on October 25, 2019, the fund investment advisory business has been continuously liberalized. In a short period of less than three years, 60 institutions have obtained fund investment advisory licenses in the whole market, which shows the determination of the regulator to develop the investment advisory business. According to the definition of the China Securities Regulatory Commission, fund investment consulting refers to accepting the entrustment of customers, providing customers with investment advice on securities investment funds and other investment products approved by the China Securities Regulatory Commission in accordance with the contract, assisting customers in making investment decisions or acting on behalf of customers. The business activity of the application. That is to say, fund investment advisory services can be divided into three parts:
1. Provide investment advice to customers;
2. Assist clients in making investment decisions;
3. Act on behalf of customers to conduct transactions.
Summarized in one sentence: “Agent investment” is “investment”, “investment advice” and “assisting clients” are “gu”.
However, the investment advisory product has a lot of thunder and little rain, and its presence in the market has always been relatively low. Many investors are also at a loss for the investment advisory product and do not understand its true value.
To this end, Topic launched an essay contest, inviting golfers to talk about their investment experience in fund investment and advisory, as well as how to choose excellent fund investment and advisory products.
【Activity time】
September 23, 2022 – October 7, 2022
【Activity Award】
Golfers who publish excellent fund evaluation articles will receive cash rewards:
2 first prizes: 366 yuan cash reward
3 second prizes: 266 yuan cash reward
5 third prizes: 100 yuan cash reward
Excellent Award N: 8~88 yuan for random reward
【Traffic Incentive】
High-quality review articles and live video content will provide the following exposure support:
Recommend to Snowball’s “Today’s Topics” column to get more exposure and opportunities to communicate with golfers;
Simultaneously released on the official account of Xueqiu on WeChat public account, Weibo, Toutiao and other platforms.
【way of participation】
Publish a long-text main post, and add the hashtag #我的投資資訊# and fund investment advisory product code and @Today’s topic (post → long article → title → hashtag + $ fund investment advisory product code $ + content of the essay) ;
【Content of the call for papers】
Evaluation and analysis of one or more fund investment advisory products:
You can refer to the following templates:
1. What do you think is the essence of fund investment advice?
2. Are you optimistic about the investment value of fund investment advisors?
3. Have you ever purchased a fund investment advisory product? How is your investment experience?
4. What conditions do you value when choosing a fund investment advisory product?
5. Do you think fund investment advisory products are suitable for one-off investment or fixed investment in batches?
6. What do you think are the differences between fund investment advisory products and public offering FOF?
7. What are the risks that need to be paid attention to when investing in fund investment advisory products?
…
【Selection Rules】
1. Posts must have hashtags;
2. Objective score (40%): based on the weight of the interactive number of articles or videos such as reading, reposting, commenting, likes, favorites, rewards, etc. Data weights are added together.
Subjective scoring (60%): Snowball will organize investment veterans to form a jury to evaluate the quality of articles and videos;
3. Please pay attention to abide by the “Snowball Community Code” when posting;
4. The final interpretation right of the event belongs to Snowball within the scope of law;
5. Instructions for submission:
(1) Any content (including but not limited to pictures, text, charts, etc.) provided by the contributor (hereinafter referred to as “you”) to Snowball in this essay call should be original by the contributor, and plagiarism and plagiarism are strictly prohibited. Discovery will be disqualified.
(2) Contributing users agree to grant Snowball the free, permanent, non-exclusive, and sublicensable rights and licenses to all your submitted content (including selected and unselected content). For the purpose of traffic incentives and promotion of content dissemination, Xueqiu has the right to use the content you submit for including but not limited to: synchronously publishing the content on Xueqiu official account of WeChat public account, Weibo, Toutiao and other platforms; publishing the content To “Snowball Special Issue” and upload it to major platforms for users to download and circulate; disseminate the content to other legal channels.
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@ lazyrenyangji@ holdfengji @research and evaluation pavilion @明大师@ shujianxiaoao @ North beggar asset allocation actual combat @ZPVermouth @ zhirong@大马哈投@我能報@雲菜花雪维维@普拉罗投@ retail investor’s self-salvation @lanse001 @三鱼@青水之牛@Mute financial diary @ETF portfolio research @zhihuzibuyu @胡子意Zoey @calculus quantified price investment @ Mr.Cai123 @make money Base @big dataquantitative analysis @星雪@颡Moshuo @福来indexinvestment@ jixinggaozhao @financial Laoniangji @小雅的fund study notes @time order @a steady investor @investor in the stock market @ Tan Xiaopang, who likes to invest @大白快RUN
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