FOTIC Wins Two Awards Including "2018 Outstanding Wealth Management Brand Award" |
2018-06-28 |
On June 27, "2018 China Trust Industry Development Summit Forum & Chinese Outstanding Trust Company Award Ceremony" was held in Shenzhen. FOTIC won two awards -- "2018 Outstanding Wealth Management Brand Award" and "2018 Outstanding Innovation Trust Scheme". China Foreign Economy and Trade Trust Co., Ltd. (FOTIC) is one of the first trust companies in the industry to explore wealth management business. In 2011, the company first launched the "Five-Element Wealth" wealth management brand, focusing on providing asset allocation and value-added services to high-net-worth customers. The systematic brand structure was formed, with the "Five-Element Allocation Strategy" product system, "Five-Element Stream Collection" family trust services, and Five-Element value-added services as its main body. Through seven years of accumulation, the "Five-Element Wealth" brand has obtained high fame and reputation in the industry and won various awards. In the "2018 China Outstanding Trust Company Awarding Activity", FOTIC was honored the "2018 Outstanding Wealth Management Brand Award". In 2017, focusing on the three aspects of "product service, marketing service, and operation service", FOTIC further improved the service quality of its wealth management business on the basis of historical achievements. In terms of product service, the Wealth Management Center focuses on the concept of "Five-Element Allocation", in which corresponding attributes of five elements are given to the products according to their core characteristics, so as to achieve accurate positioning of products and establish a diversified product system. Meanwhile, the Wealth Management Center focuses on the highlights of the economic transformation and development, delves into the investment opportunities contained in such development themes as industrial optimization, consumption upgrading, new urbanization, and capital markets, and adheres to the concept of "Prospects from stable" asset allocation, to create investment products with controllable risk and stable returns for investors. By the end of 2017, the scale of family trust business and discretionary business had exceeded RMB 10 billion, and the first domestic mixed property charitable trust, the first domestic real estate inheritance family trust, and the first domestic family-office-series family trust had been successfully established, continuously maintaining a leading edge in the industry. In terms of marketing service, the Wealth Management Center systematically builds the marketing systems, innovates the product tools, and optimizes the product trading structure on the basis of consolidating the team and improving the technical capabilities, in order to help effectively allocate the company's high quality assets to meet the capital demand of the market. In addition, through creating the trinity marketing service model of "customer maintenance, product marketing, brand promotion", the Center upgrades the WeChat account, official website, product road shows, excellent forums, private school activities and other marketing service scenes, to spread the "Five-Element Allocation Strategy" product system and its investment philosophy to all kinds of customers. In terms of operation service, the Wealth Management Center optimizes the technical service means, improve the wealth management system for the investors, effectively promotes the overall efficiency of the operation service, enhances the extensibility of the service capacity, and better protect the financial consumers' rights and interests. As a modern financial company that is oriented by innovation, servicing entities, and putting people first, FOTIC strives to forge ahead and blaze new trails by inheriting the source of trust and cultivating in wealth management. Over the past 30 years, combined with the changing needs of social and economic development, the company has constantly created innovative products and given the full play of the advantages of the trust system. In 2017, the 19th National Congress of the Communist Party of China (CPC) proposed that "houses should be used for living, not for speculation". Actively responding to the national policy of encouraging rental, FOTIC cooperated with Ziroom and launched the industry's first individual rental series of pooled funds trust scheme -- Huirun No. 6 Pooled Fund Trust Scheme, which helps dream chasers in cities to realize their aspirations for a better life by providing convenient, low-interest rental installment services. The scheme has also won the award of "2018 Outstanding Innovation Trust Scheme". "2018 Chinese Outstanding Trust Company Awarding Activity" is hosted by the well-known financial media Securities Times, and has been successfully held for 11 sessions. The awarding activities are carried out among all companies in the trust industry, on basis of the comprehensive recommendation and selection of the industry professional interviewers. It is one of the most influential annual awarding activities in the trust industry and has become an important platform for communication and dialogue among the trust industry. FOTIC wishes to, together with colleagues in the industry, contribute to promoting the transform and upgrading of the trust industry in the era of strong regulation. |