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1
Western XX FMC
Business Plan(2021-2022)
to be further discussed
(Confidential)
2
Content
1、Profile of Western XX Asset Management Co.,Ltd.
2、Organizational Structure
3、Business Development Strategies
4、Roadmap
5、Assumptions and Forecast
6、Sales Breakdown in 2022
3
1、 Profile of Western XX Asset Management Co.,Ltd.
4
Registered Capital and Share Structure
Registered Capital:
RMB 100 million
Registered Place:
Pudong District, Shanghai, China
Proposed Share Structure:
Western Securities Co., Ltd. RMB 40 million
Other foreign sponsor RMB 33 million
Shaanxi Investment Group Co.,Ltd. RMB 27 million
5
Business Scope
Fund management and investment advisory business in China as permitted by the applicable law. (incl. promotion, sale,issuance and management of investment funds)
Other asset management business permitted by the applicable law.
6
Vision, Philosophy and Strategy
Vision
One of the leaders in the great China wealth management
Philoshophy
Investors‘ benefits are everything
Strategy
Brand, Service and Product all in one
7
Business Goal
Grow the JV into one of the top 5 FMCs in China, in the following three categories:
Profitability
Fund Performance
Total AUM
Professionalism
8
2、Organizational Structure
9
FMC‘s Organization Chart (at the beginning)
CEO(1)
CMO(1)
CIO(1)
CEO/COO(1)
Sales
Customer
Service
(5)
Marketing
Product
development
(3)
Head of
Compliance(1)
RD
(5)
Fund
Manager
(2)
BOD
Chairman(1)
Trader
(2)
Fund
Account
-ing
TA
(3)
IT
(2)
Admin
HR
(2)
Auditing
Compliance
(2)
32 persons in the 1st year(proposed)
10
FMC‘s Organizational Chart (in 3 year
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