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ID:70235153
大小:2.83 MB
页数:54页
时间:2021-11-18
《证券公司年度商业计划书【英文版】》由会员上传分享,免费在线阅读,更多相关内容在行业资料-天天文库。
1、证券公司年度商业计划书1、ProfileofWesternXXAssetManagementCo.,Ltd.2、OrganizationalStructure3、BusinessDevelopmentStrategies4、Roadmap5、AssumptionsandForecast6、SalesBreakdownin200511、ProfileofWesternXXAssetManagementCo.,Ltd.2RegisteredCapitalandShareStructureRegistere
2、d Capital: RMB 100 millionRegistered Place: Pudong District, Shanghai, ChinaProposed Share Structure: Western Securities Co., Ltd. RMB 40 million Other foreign sponsor
3、 RMB 33 millionShaanxi Investment Group Co.,Ltd. RMB 27 million3BusinessScopeFundmanagementandinvestmentadvisorybusinessinChinaaspermittedbytheapplicablelaw.(incl.promotion,sale,issuanceandmanag
4、ementofinvestmentfunds)Otherassetmanagementbusinesspermittedbytheapplicablelaw.4Vision,PhilosophyandStrategyVisionOneoftheleadersinthegreatChinawealthmanagementPhiloshophyInvestors‘benefitsareeverythingStrategyBrand,ServiceandProductallinone5BusinessGoa
5、lGrowtheJVintooneofthetop5FMCsinChina,inthefollowingthreecategories:•Profitability•FundPerformance•TotalAUM•Professionalism62、OrganizationalStructure7FMC‘sOrganizationChart(atthebeginning)BODChairman(1)HeadofCEO(1)Compliance(1)CMO(1)CIO(1)CEO/COO(1)Fund
6、Sales&MarketingFundAccountAdminAuditing&Customer&ProductR&DTraderManager-ingIT&HRComplianceServicedevelopment(5)(2)(2)&TA(2)(2)(2)(5)(3)(3)32personsinthe1styear(proposed)8FMC‘sOrganizationalChart(in3years)
7、HeadofCEOComplianceCMOCIOCOOFundFundManageFundHR&TAComplianceCustomerSalesMarketingR&DdealingITAdmin.officeServiceDept.-mentDept.Dept.Dept.Dept.Dept.Dept.Dept.Market-ing&FundProductIndustryAuditingInfo.Call&FinanceCentral
8、SystemAccount-disclosuredevelopStrategydealingmaintaining&SuperviscenterDirectAgency-mentresearchCompanyengi
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