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Insurance asset management agencies tighten product sales to individual investors

Breakings ·  May 24 11:00
The reporter learned that the supervisory authorities recently issued window guidance to some insurance asset management agencies, emphasizing the focus on their main business, putting the use and management of insurance funds as the core, requiring control of the scale of individual investors investing in insurance asset management products, and recommending not issuing additional insurance asset management products for individual customers. Relevant insurance asset management companies have already begun to sort out individual business. According to the reporter's understanding, after insurance asset management products were opened to natural persons, a few insurance asset management companies carried out related business, mainly to meet the needs of insurance asset management customers within the system or some insurance customers who want to invest in insurance asset management products. Due to the unique long-term value investment style of insurance asset management companies, their products are favored by some steady customers. An insurance asset management agency source told the reporter that there is no problem with insurance asset management companies' ability to invest, but they have been doing institutional business for many years. Most of them are pure financial institution businesses, and there is very little for public financial management. Serving individual investors is not an advantage of insurance asset management companies. Currently, capital market fluctuations are increasing, and it makes sense to control the scale of individual clients' investments. (Broker China)

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