Traditional Culture Encyclopedia - Traditional culture - What is the personal intelligence investment process of China Bank?
What is the personal intelligence investment process of China Bank?
Step 1: Evaluate your risk preference through questionnaire survey, or obtain your effective risk preference in our bank, and fully understand your investment preference in combination with your expected investment period;
The second step is to customize your asset allocation plan 360 degrees according to your risk level and investment preference;
Step 3, execute the purchase transaction;
Step 4: BOC Smart Investment (BOC Huitong Investment) will regularly track the optimized portfolio and release the position adjustment information in time. Please pay attention to relevant information and choose whether to pay attention to one-click optimization combination.
The above contents are for your reference. Please refer to the actual business regulations.
If you have any questions, please contact online customer service of Bank of China.
You are cordially invited to download and use China Bank Mobile Banking APP or China Bank Cross-border GO APP to handle related business.
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