Zhongzhi Fund
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Funds/Securities/Futures · 500-999 persons

Beijing Zhongzhi Fund Sales Co., Ltd. (hereinafter referred to as "Zhongzhi Fund") is a wealth management platform and fund sales agency under Zhongzhi Enterprise Group, with a registered capital of 350 million yuan. In January 2022, it obtained the License for Operating Securities and Futures Business issued by the China Securities Regulatory Commission, and became one of the financial institutions with independent fund sales business qualifications. The company's managers and core business backbones have more than 10 years of experience in the financial industry and years of wealth management experience. They are committed to building China's first-class fund sales institutions, follow the core service concept of "customer-centric", and provide customers with one-stop standardized product allocation and issuance services. As the fund sales platform under Zhongzhi Enterprise Group, Zhongzhi Fund is jointly held by Zhongzhi Wealth Holding Co., Ltd., Hengtian Wealth Investment Management Co., Ltd., Xinhu Wealth Investment Management Co., Ltd., Datang Wealth Investment Management Co., Ltd. and Gaosheng Wealth Holding Group Co., Ltd., adhering to the concept of "creating value for customers" and adhering to the compliance bottom line, Build a strong risk control defense line, realize the seamless connection from institutional access to product screening, from sales risk management to post investment management, and risk control covers the whole life cycle of products. Through a comprehensive standardized product configuration scheme, it will protect the value maintenance and appreciation of customer assets.
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Business Information
Data source:

Full name of enterprise

Beijing Zhongzhi Fund Sales Co., Ltd

Date of establishment

March 7, 2013

registered capital

RMB 350 million

Legal representative

Wu Jianhua

Registered address

Room 5122, Floor 5, No. 10, Hongda North Road, Beijing Economic and Technological Development Zone, Beijing

Unified credit code

nine hundred and eleven thousand one hundred and three trillion and twenty billion six hundred and twenty-seven million six hundred and sixty-three thousand three hundred and fifty-three

Industry

Funds/Securities/Futures

Location

Beijing

registration authority

Market Supervision Administration of Beijing Economic and Technological Development Zone

Business Term

2013-03-07

Enterprise type

Other limited liability companies

Business status

subsist

Business scope

Fund sales. ("1. Without the approval of the relevant departments, it is not allowed to raise funds in public; 2. It is not allowed to publicly carry out securities products and financial derivatives trading activities; 3. It is not allowed to issue loans; 4. It is not allowed to provide guarantees to other enterprises other than the invested enterprises; 5. It is not allowed to promise investors that the investment principal will not be lost or that the minimum return will be guaranteed"; Market subjects independently choose business projects and carry out business activities according to law; For projects that need to be approved according to law, business activities shall be carried out according to the approved contents after being approved by relevant departments; Conform to the relevant laws and regulations on foreign investment, and shall not engage in the business activities of the projects prohibited by the industrial policies for foreign investment.)

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Financing
05 two thousand and twenty-four
Proposed acquisition undisclosed
Investment institution: Unpublished
01 two thousand and twenty-two
Pre-A wheel undisclosed
Investment institution: Unpublished
03 two thousand and sixteen
Angel Wheel undisclosed
Investment institution: Hengtian Wealth
   
Financing timeline