Investment Counseling

Understand client’s risk tolerance, investment horizon, available volume and other related customer information.
Fill out an investment purpose statement.
Provide information on current market trends and forecasts, along with an explanation of the investment strategy

Fund Product Selection

Make selection according to client’s own investment goal(s) and investment horizon.

Receive prospectus and sign "Terms of Use"agreement

Understand product structure and related information about fund subscriptions.

Opening Accounts and depositing the money

Prepare ID card for verification.

Completion of Subscription

Keep up-to-date on market movements.