1. Provide various types of financial services, such as savings, investment, loans, wealth management, insurance and securities trading. These services are designed to meet the diversified financial needs of customers and help them realize asset appreciation and risk management.
2. Carry out risk management and obey supervision: financial business has high risks, and financial companies need to ensure the safety of assets through scientific risk control means, abide by the normative guidance of financial regulatory agencies, and realize the legalization of management.
3. Trading financial assets on behalf of customers: including trading on its own or on behalf of customers in the trading market, open market or OTC market, involving money market instruments, foreign exchange, derivatives, securities, etc.
4. Providing financial asset management services, such as cash or securities management, collective investment management, pension fund management, custody, deposit and trust services.
5. Participate in securities issuance and provide related services: including underwriting, raising agents and other services related to securities issuance.
6. In addition, financial companies may also be involved in financial information provision, financial data processing, software development and other related businesses, as well as providing customers with value-added services such as financial consulting, financial consultants and business agents.