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卓信资本 · 全方位基金解决方案

在全球资本市场快速变革的时代，卓信资本致力于为客户提供多元化的基金配置与投资机会。我们凭借专业的投研团队与稳健的风险管理体系，打造覆盖不同国家、资产类别、行业板块及新兴概念的投资产品组合，帮助客户实现跨周期的财富增值。

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全球视野

卓信资本的基金投资布局横跨欧美、亚洲及新兴市场，不仅关注成熟市场的稳定回报，更积极捕捉前沿行业与区域的增长潜力。

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稳健管理

我们直接管理和运营多类私募型基金，并通过二级市场母基金（FoFs）策略，为投资者分散风险、增强流动性。所有基金均遵循严格的合规与风控框架，以确保长期稳健表现。

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创新布局

在人工智能、清洁能源、生物科技、数字经济等新兴领域，卓信资本通过前瞻性研究与精选投资，助力客户把握未来增长机遇，抢占下一个财富高地。

About Me.

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基金认购流程

1. 咨询与资料获取

  • 投资者联系基金管理人或理财顾问，获取基金说明书、产品要点、风险揭示书等资料。

  • 管理人向投资者介绍基金策略、投资目标、费用结构及风险等级。

 

2. 投资者适当性评估

  • 投资者需填写《投资者风险承受能力问卷》或相关表格。

  • 基金管理人根据监管要求，评估投资者的资产状况、风险偏好及投资经验。

  • 通过评估后方可进入认购流程。

 

3. 签署文件

  • 投资者需仔细阅读并签署：

    • 《基金合同》

    • 《认购协议/申购申请书》

    • 《风险揭示书》

  • 特定基金可能需要补充《合格投资者声明》。

 

4. 提交材料与资金划付

  • 投资者提交身份证明、银行卡/账户信息、财务证明等材料。

  • 按照认购金额，在规定时间内将资金划入基金指定的募集账户。

 

5. 确认与份额登记

  • 基金管理人或托管人确认资金到账。

  • 投资者获得基金认购确认书，并在登记系统中记载持有份额。

 

6. 建立持有人账户

  • 投资者的个人基金账户建立完成，可通过管理人平台或托管银行查询持仓情况。

 

7. 定期信息披露

  • 基金成立后，管理人需定期披露净值、运作情况及审计报告。

  • 投资者可选择继续追加申购、赎回或长期持有。

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**IMPORTANT INFORMATION**

This document has been prepared by Traction Capital Pty Ltd (ABN: 98 637 920 140, AFSL: 530442). It has been prepared without taking account of your personal circumstances (including your objectives, financial situation or needs) and you should therefore consider its appropriateness in light of your objectives, financial situation and needs, before acting on it.  We strongly recommend under all circumstances that you seek your own independent advice, be it financial or otherwise.
While this document is based on the information from sources which are considered reliable, Traction Capital Pty Ltd does not represent, warrant or guarantee, expressly or impliedly, that the information contained in this document is complete or accurate.
Traction Capital Pty Ltd makes no representation or warranty of any kind, express, implied or statutory regarding this document or any information contained or referred to in the document. The information in any report prepared by Traction Capital Pty Ltd is provided for information purposes only. It does not constitute any offer, recommendation or solicitation to any person to enter into any transaction or adopt any hedging, trading or investment strategy, nor does it constitute any prediction of likely future movements in rates or prices or represent that any such future movements will not exceed those shown in any illustration.
Traction Capital Pty Ltd does not accept any responsibility to inform you of any matter that subsequently comes to its notice, which may affect any of the information contained in this document.

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