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基金销售机构提供的增值服务,Do you understand?

彭易经理今天给大家介绍下基金销售机构提供的增值服务,Let’s learn together! one、增值服务的概念基金销售机构为基金投资人提供增值服务的可以向基金投资人收取增值服务费

增值服务是指基金销售机构在销售基金产品的过程中在确保遵守基金和相关产品销售适用性原则的基础上向投资人提供的除法定或者基金合同招募说明书约定服务以外的附加服务

two、基金销售机构收取增值服务费的条件基金销售机构收取增值服务费的应当符合下列

Require

  1. 遵循合理公开质价相符的定价原则
  2. 所有开办增值服务的营业网点应当公示增值服务的内容
  3. 统一印制服务协议明确增值服务的内容方式收费标准期限及纠纷解决机制等
  4. 基金投资人应当享有自主选择增值服务的权利选择接受增值服务的基金投资人应当在服务协议上签字确认
  5. 增值服务费应当单独缴纳不应从申购(认购)资金中扣除
  6. 提供增值服务和签订服务协议的主体应当是基金销售机构任何销售人员不得私自收取增值服务费
  7. 相关监管机构规定的其他情形

基金销售机构提供增值服务并以此向投资人收取增值服务费的应当将统一印制的服务协议向中国证监会备案如果你还有需要了解关于这方面的知识欢迎你随时咨询彭易经理!


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