Tuesday, March 28, 2017

NH Investment & Securities, IFA on investment advisory platform next month on the 6th session



[Korea goyounghun financial newspaper reporter] NH Investment & Securities is coming will hold a presentation on "Investment Advisory platforms and internal policy direction" from our site April 6 4:00 pm.

In this briefing to introduce the advisory investment advisory Edition platform it should use. Investment advisory advisory Edition, developed itself in line with best practices platform, and provides functions such as portfolio management and advisory Status Inquiry ∙ Register Advisory fee per registered customer-specific strategies ∙ historical inquiry. That will only introduce fees, maintenance, etc. with regard to internal systems and policies.

Investment advisory is meant to provide advisory services related to the value or the investment decisions of the investment assets, investment advisory said the corporation to perform investment advisory.

Previously, this was limited professional asset management advisory services for retail investors gotta provides services mainly high net worth individuals in the minority. The promotion investment advisory system reform in order to improve this, △'s new investment advisors to advise on funds, ELS, such as financial products limited to the minimum capital of 100 million won have entry barriers △ independence requirements for all financial institutions the main point is to introduce such an independent investment advisors (IFA) system that can advice the product.

Along with providing a financial product information and was able to use the online support contracts, customer information management, office management platform, investment advisory services in financial products sales company that supports the service.

According to these investment advisory system reform NH Investment & Securities plans to develop the platform, such as establishing internal policies provide the best infrastructure to connect customers and investment advisors. More information on this and other presentations can be found at NH Investment & Securities website.



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