西部證券某年商業計劃書(英文版)(ppt 55頁)

西部證券某年商業計劃書內容提要：
Registered Capital and Share Structure
Registered Capital:
RMB 100 million
Registered Place:
Pudong District, Shanghai, China
Proposed Share Structure:
Western Securities Co., Ltd. RMB 40 million
Other foreign sponsor RMB 33 million
Shaanxi Investment Group Co.,Ltd.
RMB 27 million
Business Scope
Fund management and investment advisory business in China as permitted by the applicable law. (incl. promotion, sale,issuance and management of investment funds)
Other asset management business permitted by the applicable law.
Customer Segmentation
Identifying the needs of domestic customers
Institutional clients : Fixed income,low risk,cash flow management
Individuals clients : Growth,Small and middle cap,active management
Fee Structure varies according to client base
Institutional clients: Low subscription and redemption fee
Individuals clients: Varies according to the period of holding
Deciding on distribution channels, depending on target groups
Institutional clients : Direct sales/custodian bank recommendation
Individuals clients : Agency sales via banks, securities houses etc.
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