Establish a good brand image

Improve the market competitiveness of sales organizations

Enable the sales organization to have a group of stable, loyal, and high value-added customers

Bring huge economic benefits to enterprises

Effectively prevent customer churn

(1) Professionalism

(2) Normativeness

(3) Continuity

(4) Timeliness

(1) The principle of giving priority to investors’ interests

(2) Principles of effective communication

(3) Safety first principle

(4) Professional standards and principles

(5) Principle of appropriateness management

(1) Pre-sales service

(2) Sales service

(3) After-sales service

Fund sales agencies should formulate customer service standards and regulate services such as service objects, service content, and service procedures.

Provide consulting services such as securities investment research and analysis results, investment information, specific operational strategies, and suggestions.

Establish an independent customer complaint handling and coordination department or position

Telephone number, email address and complaint handling rules for accepting customer complaints from the public

Patiently listen to investors’ opinions, suggestions and requirements, and accurately record the content of customer complaints. All customer complaints should be fully recorded and archived, and complaint calls should be recorded.

Assess the risk of customer complaints, take appropriate measures, and handle customer complaints promptly and properly

Summarize relevant issues based on customer complaints, discover business risks in a timely manner, improve work based on reasonable opinions from investors, and improve the internal control system. If necessary, report immediately to the institution where you work.

The core is the maintenance of fund sales business and interpersonal relationships

Customer identity information will be kept for at least 15 years from the year the business relationship ends.

Transaction records shall be kept for at least 15 years from the year in which the transaction is recorded.

(1) Telephone service center

(2) Mailing service

(3) Automatic fax, e-mail and mobile text messages

(4) "One-on-one" dedicated service

(5) Application of Internet

(6) Application of WeChat and mobile clients

(7) Application of media and promotional brochures

(8) Lectures, promotion meetings and symposiums

(1) Do a good job in dynamic analysis of customers

(2) Understand the in-depth needs of customers through strengthening customer communication

(3) Be a good consultant to customers

A systematic social activity for individual investors

Purposeful, planned, organized

Spread relevant investment knowledge, teach relevant investment experience, and cultivate relevant investment skills

Promote rational investment concepts and remind relevant investment risks

Inform investors of their rights and protection channels, and improve investor quality

(1) Basic principles of investor education

(2) Contents of investor education

From the perspective of publicity media

From the perspective of time and space on the form of investor education work