Port communicationAnalysis of Private Equity Fund Risk Rating Contents of Questionnaire Fundraising institutions should establish scientific and effective assessment methods when designing investor risk questionnaires，Ensure that the results of the questionnaire match the investor’s risk identification ability and risk-taking ability。The main content of the questionnaire can be found in the content and format guidelines formulated by the Asset Management Association.，Should include but not be limited to basic investor information、financial condition、investment knowledge、Investment experience、Risk preference, etc.。
The above information should be obtained voluntarily by investors。 (3) Online survey procedures: fundraising agencies promote private equity funds to investors online through the Internet media，Online subject-specific survey procedures should be set up，The investor commits that it meets the accredited investor standards。
The aforementioned identification procedures include but are not limited to： (1)Investors must truthfully fill in their true identity information and contact information；(1)The fundraising agency should verify the user’s registration information through effective methods such as verification codes.；(3)Investors read and agree to the network service agreement of the fundraising agency；(4)Investors read and confirm that they meet the criteria for qualifying investors；(5)Investors fill out the risk identification and risk-taking ability questionnaire online；(6)The fundraising agency confirms the investor's risk identification ability and risk-taking ability online based on the questionnaire and its assessment method.。
2、Analysis of Risk Rating of Private Equity Funds on Investor Suitability Fundraising institutions should conduct risk ratings on private equity funds themselves or by entrusting third-party institutions to do so.，Establish scientific and effective private equity fund risk rating standards and methods，and should be based on the risk types and rating results of private equity funds.，Recommend private equity funds to investors that match their risk identification capabilities and risk-taking capabilities。
Specific criteria for risk assessment，It is mainly formulated by the main private equity fund manager himself or entrusted by an independent third party agency.。 3、Non-public publicity and promotion: fundraising agencies are not allowed to raise funds from units and individuals other than qualified investors.，Not through newspapers、Radio、television、Internet and other public media or lectures、Report meeting、Analysis meetings and announcements、flyers、SMS、WeChat、Blogs and emails, etc.，Promote and promote to unspecified audiences。
To ensure that publicity and promotion are legal and compliant，The following two points should be noted： *，The targets of publicity and promotion must be qualified investors。
Require
The fundraising agency conducts surveys and understanding of the target audience before implementing publicity and promotion，By collecting relevant supporting materials、obtain their written commitment, etc.，Confirm that it meets the accredited investor standards。 second，The scope of publicity and promotion must be specific entities。
Give an example，on Weibo、Promote private equity funds in blogs，Since any Internet user has permission、May receive promotional information，Audience is not specific，Therefore it is a violation；The WeChat public platform that has passed real-name authentication，Promote promotional information to specific subscribers who meet the accredited investor criteria，does not violate the provisions of non-public offering。
also，Fundraising institutions can only publicly promote the brand of private equity fund managers through legal channels.、development strategy、Investment strategies and basic information on registered private equity funds published by the Asset Management Association。 4、Promotional materials Promotional materials should be produced and used by the fundraising agency，No other organization or individual may use、Change、Use in disguised form。The authenticity of the content of promotional materials by the fundraising agency、integrity、Responsible for accuracy。
The content of private equity fund promotion materials should be consistent with the main content of the fund contract，There must be no false records、Misleading statements or material omissions。Fund raising institutions should adopt reasonable methods to disclose risks to investors，Make sure relevant content in pitch materials is clear、Eye-catching。
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