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新手入门_如何购买信托产品_信托购买流程
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新手入门

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1、新手注册

进入进元财富官网首页  http://www.jinyuanlc.com，点击右上角【注册】按钮，进入到注册页面，请填写信息完成注册。


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2、查看产品

挑选合适的产品，您可以一键下载资料、发送邮件、立即咨询，有效的提高您的工作效率，快捷方便稳定。


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3、在线预约

挑选您合适的产品，点击“立即预约”。您的服务经理会在第一时间与您取得联系，预约成功后，您可以根据项目进度，安排客户打款。（特殊情况另行通知）


4、签订合同/认购产品

您收到“预约成功”的通知，您对应的相应渠道经理会与您联系，安排为您寄送合同。合同签约时客户须提供以下材料给到理财师：

A、银行转账或汇款凭证复印件（打款凭条复印件）

B、收益划付账户（银行卡复印件）

C、身份证明文件。委托人为自然人，需持委托人本人有效身份证件（身份证复印件）。您收到“预约成功”的通知后，安排客户通过网银转账或柜台转账，将资金转入产品的募集账户。


5、返点结算

项目成立日当天，进元财富将约定的提成费用返还至您的预留账户。


6、快递确认函

项目成立后，一至三个月会收到项目确认函，进元财富会及时寄送给您，由您发放至客户手中。


7、认购产品存续期管理

理财师通过进元财富认购成功的产品，您的服务经理会电话通知您项目进展情况，方便您更好的服务您的客户。



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