Start looking for products at least 2 weeks in advance (good products are generally released one week in advance), and make an appointment through regular consignment channels as soon as you meet the products you like, and more favorite products need to be reserved;
Determine the risk of the product, confirm that you understand the elements of the product, and confirm that you can accept the purchase of the product;
If it does not meet the purchase intention, cancel the reservation, and the remaining two or three will reserve the quota through the formal consignment channel until one of them determines the issuance situation (that is, the time to make money that meets the customer's capital needs and the relatively timely and clear expected establishment time);
On the day before or on the day of payment, the bank will send the payment account to the customer's mobile phone and remind the customer of the payment time;
Customers pay on time;
Mail the contract to the customer, keep one copy after the customer signs it, and send the rest back;
The establishment of products will be announced on the website of the trust company, and some products will have confirmation letters of product establishment, which will be sent to customers by banks.
Special circumstances:
The client has temporary funds. For the sake of capital efficiency, you can find discounted products first. Usually, a good product can be set up faster. Because the number of places can't be guaranteed, we should reserve more products to see which one can play.
It is necessary to be ready to pay at any time. If it is a good product or a temporary difference, it can also be squeezed in. This is usually better. Generally, it can be established quickly with a dozen funds, and the capital utilization efficiency is high;
At the same time, we should also make an appointment for the pre-sale products. If you can't squeeze in temporarily, it won't delay the normal product reservation.