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Matters needing attention in financial management on behalf of customers
Note 1: At present, many institutions or individuals operating under the banner of "financing on behalf of customers" in the market, some of which are not qualified for financing on behalf of customers. Before deciding to hand over the funds to the other party for operation, it is best to confirm the qualifications of the other party, such as the company's business license (company) or securities/insurance/futures qualification certificate or the certificate of passing the college exam (individual).

Note 2: According to the law, securities companies and consulting companies can't agree on the share with customers, nor can they promise to guarantee the income. Therefore, if you encounter such a situation, you can conclude that it is a fraudulent company or a company that violates regulations, and you can complain to the local regulatory authorities.

Note 3: Keep in mind the principle that "the stock/futures/foreign exchange market is risky, so be cautious when entering the market". In addition to the guaranteed financial products of banks and insurance companies, risks in financial markets are everywhere. Before determining financial institutions or individuals (individuals with professional qualifications), we must communicate with them in detail and make a decision after fully understanding their investment direction, investment style and possible income/risk ratio.

Note 4: There are a large number of financial institutions or individuals on behalf of customers in the market, some of which are truly reliable, and some of them use this method for illegal operation and fraud. Please keep your eyes open. Don't be tempted by such sensitive words as "daily limit, inside information and short-term profit".

Note 5: It is best to find a valet financing company, which can give you a deposit first. The investment and financing company will provide you with more than 10% cash as a deposit first. Then sign a cooperation contract. This will guarantee your funds.

Note 6: Be sure to sign a contract before cooperation. The risks and obligations of both parties should be clearly separated.