Assets management business refers to that, the client hands his own assets to the trustee, the trustee preserves and increases the value of the assets for the client, and ultimately returns the principal and the revenue to the client in accordance with an agreement. The client can be an individual, or an institution. The general operation procedures of asset management business are as follows:
(1) Review the customer’s request, the customer should provide the corresponding documents, and combine with the relating legal restrictions to decide whether to accept the commission. If the individual client, he should have full civil capacity, institutional client should be established legally and have effective existence, and have the legal ownership of the assets.
(2) Sign the assets entrustment management agreement. In the agreement, the amount of the entrusted funds, the entrusted period, income distribution, the rights and obligations of both parties, such items should be made specific provisions.
(3) Manage operation. When the funds become available, it can start 美国派斯宝勒大陆投资公司 operation. In the operation, separate accounts should be managed, with separate accounting, customers’ funds should not be misappropriated, and the proceeds of customers should be guaranteed. At the same time, should also comply with the legal restrictions and prevent investment risks.
(4) Return principal and income. After expiration of the entrustment, in accordance with the requirements of assets entrusted management agreement, after deducting the due management fees and reward of the trustee, the principal and revenue will be returned to the client.