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客服電話:400-6880909

客服郵箱:4006880909@qq.com
服務時間:周一至周五9:00-11:30 13:00-17:30

產品預約

認購流程

產品認購熱線:400-688-0909

1.認購繳款:

認購繳款的方式包括:轉賬、匯款。

戶 名:云南國際信托有限公司

(匯款時,請在備注或摘要欄里注明:匯款人名稱(姓名)、匯款金額及認購產品名稱)

2.簽署信托合同

簽署信托合同需要投資者準備好簽約所需文件證件, 選擇到云南信托各地分理處簽署或者進行視頻簽約。

(一)自然人投資者需攜帶證件:

  • 投資人本人有效身份證件(居民身份證、軍人證、護照等)原件及復印件

  • 受益人的有效身份證件(居民身份證、軍人證、護照等)及其復印件。

  • 對經辦人的授權委托書;

(二)機構投資者需攜帶證件:

  • 營業執照復印件(正副本)

  • 組織機構代碼證復印件(正副本)

  • 稅務登記證復印件(正副本)

  • 法人代表授權委托書原件(加蓋公章)

  • 經辦人身份證復印件

  • 公司章程

  • 銀行劃款憑證

3.發放權益證書

信托計劃成立后,云南信托將在成立后約定時間內向受益人發放受益權證書。


產品贖回

陽光私募類產品在信托計劃開放期內,投資人可贖回部分或全部信托單位。需進行贖回的投資者, 請按照信托文件規定及時聯系t信托經理并提交材料;或在個人賬戶內提交贖回申請, 待信托經理與您聯系。

受益權
轉讓流程

信托產品存續期間,若有受益權信息變更的需求,請您提交受益權信息變更申請本人有效身份證件及復印件、變更事項的詳細信息,提前向客戶經理預約辦理;或在個人賬戶內提交變更申請, 待信托經理與您聯系。

下載中心

  • 下載 2016-12-15

    追加信托資金專項條款

  • 下載 2016-12-15

    信托受益權轉讓申請表

  • 下載 2016-12-15

    退款說明

  • 下載 2016-12-15

    投顧終止服務申請

  • 下載 2016-12-15

    贖回信托份額專項條款

  • 下載 2016-12-15

    受益證明書遺失申明

  • 下載 2016-12-15

    受益賬戶變更申請

  • 下載 2016-12-15

    認購費用減免確認書

  • 下載 2016-12-15

    人工下單委托單

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400-6880909 周一至周五9:00-11:30 13:00-17:30
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