The unified social credit code/registration number of Zhongrong Fund Management Co., Ltd. is 914403007178853609, and the enterprise is in the opening state.
Zhongrong Fund has developed into a comprehensive asset management company with comprehensive product layout and perfect risk control system. It has four business lines: stock, fixed income, quantity and strategy, covering various products such as stock funds, index funds, hybrid funds, bond funds and money market funds, and has business qualifications such as QDII fund managers and insurance fund investment managers. Many of the company's stock products have received three-year five-star ratings from rating agencies.
Financial management of special account of Zhongrong Fund:
The special account wealth management business of a fund management company refers to that the fund management company, as an asset manager, raises funds from a specific customer or accepts the entrustment of the property of a specific customer, takes qualified commercial banks as asset custodians, and uses the entrusted property to invest in securities for the benefit of the asset custodians. The principal includes a single customer and a specific number of customers. Through the special account wealth management business, fund management companies can meet the individual needs of different investors, and can provide "tailor-made" wealth management services for institutional investors and individual investors to meet the different financial needs of investors.
What is a collective asset management plan?
Fund management companies engaged in collective asset management plan business refer to the activities that fund management companies qualified for collective asset management plan business raise funds from two or more specific customers (no more than 200 people at most), or accept assets entrusted by two or more specific customers (no more than 200 people at most) as asset managers, and custodian institutions act as asset custodians, so as to collect entrusted assets into specific accounts for the benefit of asset customers and conduct securities investment. And the total initial assets entrusted by the customer shall not be less than RMB 654.38+million.
What is the starting point of the fund company's special account wealth management business?
The asset management plan is aimed at private placement of qualified investors. A qualified investor refers to a natural person, legal person or other organization that has the corresponding risk identification ability and risk tolerance, invests no less than a certain amount in a single asset management plan, and meets the following conditions:
(1) A natural person who has more than two years of investment experience and meets one of the following three conditions: the family financial net assets are not less than 3 million yuan, the family financial assets are not less than 5 million yuan, or the average annual income in the last three years is not less than 400,000 yuan;
(2) The legal entity whose net assets at the end of the recent 1 period are not less than100000 yuan;
(3) Institutions established according to law and subject to the supervision of financial supervision and management institutions, including securities companies and their subsidiaries, fund management companies and their subsidiaries, futures companies and their subsidiaries, private fund managers registered in China Asset Management Association (hereinafter referred to as Securities Investment Fund Association), commercial banks, financial asset investment companies, trust companies, insurance companies, insurance asset management institutions, financial companies and other institutions recognized by China Securities Regulatory Commission;
(4) Asset management products issued by institutions supervised by financial supervision and regulation institutions;
(5) Pension funds such as basic pension, social security fund and enterprise annuity, and social welfare funds such as charitable funds, qualified foreign institutional investors (QFII) and RMB qualified foreign institutional investors (RQFII);
(six) other circumstances that the China Securities Regulatory Commission considers qualified investors.
Qualified investors should invest no less than 300,000 yuan in a single fixed income asset management plan, no less than 400,000 yuan in a single mixed asset management plan, and no less than 6,543,800 yuan in a single equity, commodity and financial derivative asset management plan.