Introduction
  • Securities Firm Asset Management

    Insurance Asset Management

  • Trust Fund

    Public Fund

  • Bank Wealth Management

    Private Fund

  • Special Account of Funds and Subsidiaries

Our Services
Custody
  • Product Management
  • Safekeeping
  • Account opening services
  • Information Disclosure
  • Fund Settlement
  • Valuation reconciliation
  • Investment compliance monitoring
  • Expenses payment
Fund Administration
  • Product Management
  • Fund Valuation
  • Information Disclosure
  • Fund Clearing
  • Account Management
  • Transfer Agent
  • Fundraising account monitoring
  • Performance Evaluation
Managers
  • WU Junwen

    Head of
    Custody Department

  • YANG Junzhi

    Director of
    Custody Operation

  • LI Wen

    Director of Fund
    Administration
    Service Operation

  • SUN Peitao

    Director of
    Product Management

  • LI Xiao

    Director of Marketing

Contact Us
  • Custody Outsource Service

    95548-3-1

  • Registration Service

    95548-3-2

  • Investor Service

    95548-3-3

  • Business Cooperation

    010-6083 8627

  • 24/7 Hotline
  • WeChat: CITIC Securities Fund Operation Service