西部证券某某年商业计划书英文版.pptx

;Content;1、 Pro Western XX Asset Management Co.,Ltd. ;Registered Capital and Share Structure;Business Scope;Vision, Philosophy and Strategy;Business Goal;2、Organizational Structure;FMC‘s Organization Chart (at the beginning);FMC‘s Organizational Chart (in 3 years );  Structure of Governance;  Structure of Business Operation;3、Business Development Strategies;Adding long-term value ;Outsourcing ;Market Segmentation; Customer Needs Anlysis;Identifying the needs of domestic customers Institutional clients : Fixed income,low risk,cash flow management Individuals clients : Growth,Small and middle cap,active management Fee Structure varies according to client base Institutional clients: Low subscription and redemption fee Individuals clients: Varies according to the period of holding Deciding on distribution channels, depending on target groups Institutional clients : Direct sales/custodian bank recommendation Individuals clients : Agency sales via banks, securities houses etc. ;Product Strategy;Guaranty Fund;Distrubution ;Investment Management;Operational management;Compliance;4、Roadmap;Initial Process in Seting up JVFMC ;Short-/Medium-/Long Term Target Setting;5、 Assumption and Forecast;Macroeconomy ;Shareholder Concept;;Market Share;Fee rate Structure ;Setup Cost;35;Staff Cost;37; ;39;Revenue,Profit and Cashflow Forecast;Realistic Scenario; ;6、 Sales Breakdown in 2005 ; Asset allocation of Chinese insurance Company ; Potentials from Other Financial Institutions ex Banks;NaCSSeF/Houese Reserve/Listed Companies; State-owned Enterpirise Groups (Strategic partners); Non-profit Organization (Good relationship );Internal Sales Package;;Retail Sales; Comprehensive Cooperation Contracts;Distribution Channels ;Sales Forecast in 2005;Package Scheme/Saving up Plan;只有刚强的人，才有神圣的意志，凡是战斗的人，才能取得胜利。。五月-20五月-20Sunday, May 10, 2020 如果惧怕前面跌宕的山岩，生命就永远只能是死水一潭。。23:23:2623:23:2623:235/10/2020 11:23:26 PM 拼一个春夏秋冬，换一生无怨无悔。。五月-2023:23:2623:23May-2010-May-20 努力学习却不感到满足，教导别人不感到厌