Investor Services

Investor Services: We always put investors at the center, building a comprehensive service lifecycle covering investor suitability management, roadshow communication companionship, and post-investment information disclosure. We ensure transaction matching suitability through strict compliance management, enhance investment transparency through high-frequency communication, and protect investors' right to know and trust through timely report disclosure.
We protect every trust with professionalism and integrity, providing full-process, transparent professional services for investors from suitability matching, roadshow companionship to post-investment reporting.

01Investor Suitability

Investor Suitability: We strictly fulfill investor suitability management obligations, conducting risk tolerance assessment and level certification for investors before product promotion, ensuring product risk levels match investor risk tolerance, and helping investors make rational decisions based on full information.

Risk Assessment & Level Certification

Through professional risk assessment questionnaires, we quantitatively evaluate and classify investor risk tolerance levels, and update them regularly as investor circumstances change.

Product Risk Classification & Matching

We classify products by risk level, strictly implementing the matching principle of "recommending suitable products to suitable investors," and preventing misaligned sales.

Qualified Investor Certification

We conduct qualification review and risk disclosure for qualified investors, complete suitability assessment archives, and ensure investment behavior meets regulatory requirements and investor circumstances.

02Roadshows & Companionship

Roadshows & Companionship: We regularly organize product roadshows and investment research exchange activities, timely conveying market views, investment strategies, and product performance to investors; we also establish dedicated service teams to accompany investors throughout their journey, listening to their needs and answering questions to make the investment process more transparent and secure.

Product Roadshow Events

We regularly hold online and offline product roadshows, deeply interpreting market environment, investment strategies, and product performance, bridging the gap between investors and products.

In-depth Investment Research Exchange

We organize fund managers and investment research teams to meet face-to-face with investors, revealing the research logic and risk considerations behind investment decisions.

Dedicated Service Companionship

One-on-one investor service mechanism, timely response to investor needs, continuous sharing of market views and investment companionship content.

03Post-investment Reports

Post-investment Reports: We establish a transparent, timely, and complete post-investment information disclosure mechanism, regularly publishing product net values and operation reports, providing performance attribution and portfolio analysis to help investors continuously understand investment progress, and protecting investors' right to know throughout the process.

Regular Operation Reports

We regularly publish product net values, quarterly and annual operation reports, clearly disclosing portfolio structure and investment progress, with full traceability.

Performance Attribution Analysis

We provide portfolio performance attribution and strategy execution review, helping investors understand return sources and volatility causes, and view short-term fluctuations rationally.

Compliance Information Disclosure

We strictly comply with regulatory requirements, providing timely, accurate, and complete information disclosure and material event announcements, protecting investors' right to know and supervise.