According to domestic media reports, the first batch of brokerage trials for the Cross-border Wealth Management Connect 2.0 is about to start, with 14 brokerages expected to participate, mainly those registered in the Greater Bay Area. The report quoted sources as saying that since the detailed rules for brokerage cross-border wealth management connect were released in February of this year, the first batch of trial lists have been adjusted multiple times.
According to reports, the company is intensively training the cross-border wealth management business internally, with relevant training going on for some time. At the same time, the company is conducting in-depth research on the products to be launched and conducting internal promotions. A banking industry insider mentioned that relevant brokerages have successively cooperated with banks to build service channels and carry out business scenario testing.