1. Publicly or privately issue wealth management products to the public;
2. Provide financial consultancy and financial advisory services;
3. Other businesses approved by China Banking Regulatory Commission.
ICBC Wealth Management Co., Ltd. was established on 2019/08/25, and its legal representative is Wang Hailu. The list of Asian financial competitiveness in 20 19165438+10/9 was announced, and ICBC Wealth Management Co., Ltd. won the award of "20 19 Competitive Banking Financial Subsidiary".
It is not allowed to publicly issue wealth management products to a specific public, and to invest in the property management of entrusted investors;
(2) Offering financial products to qualified investors in a private way, and entrusting investors with the investment management of their property;
(3) Financial consulting and consulting services;
(4) Other businesses approved by the China Insurance Regulatory Commission. (Projects subject to approval according to law, after being approved by relevant departments, shall carry out business activities according to the approved contents. ) [1]2009 20 1 19/October 65438, 20 19 Asia Financial Competitiveness Ranking was released, and ICBC Wealth Management Co., Ltd. was awarded "20 19 Competitive Banking Financial Subsidiary".
1. Financial management refers to financial (property and debt) management for the purpose of maintaining and increasing financial value. Financial management can be divided into corporate financial management, institutional financial management, personal financial management and family financial management. Financing channels include bank financing, securities company financing, insurance financing and investment company financing. The investment channels include speculation, funds, stocks and so on.
2. Open corresponding financial accounts in banks and securities companies for financial management. Generally speaking, savings products, bank wealth management products and fund products can be handled through wealth management accounts opened by banks, and large banks can also purchase them through the banking system. Due to the wide distribution of bank outlets, investment and wealth management accounts opened through bank channels can be handled at bank counters.
3. The wealth management accounts opened by securities companies can be used to invest in a series of investment and wealth management tools such as stocks (including A shares, B shares and H shares). ).), bonds (including government bonds and corporate bonds, etc. ), futures (including financial futures such as stock index futures, foreign exchange futures, commodity futures such as gold futures, agricultural products futures, etc. ). The opening of a securities account can be handled in the business department of a securities company and needs to be handled within the trading day.