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A system and method for managing an indirect-investment-type financial product

A financial product and investment-based technology, applied in finance, data processing applications, building components, etc., can solve problems such as the difficulty of reaching an agreement between enterprises and their employees, and achieve the effect of improving customer loyalty, increasing loyalty, and increasing utilization rate

Inactive Publication Date: 2008-02-13
DEUTE INVESTMENT TRUST MANAGEMENT
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

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Problems solved by technology

Therefore, it may be difficult to agree between the business and its employees when deciding on the type of superannuation

Method used

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  • A system and method for managing an indirect-investment-type financial product
  • A system and method for managing an indirect-investment-type financial product
  • A system and method for managing an indirect-investment-type financial product

Examples

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Embodiment Construction

[0083] Referring to FIG. 1 , there is shown a configuration of an indirect investment type financial product management system of a first embodiment. For simplicity, the embodiments described below relate to installment funds. However, it is contemplated that any indirect investment type financial product may be used. The installment type fund management system of the first embodiment is shown. The system includes a management company server 100 , a terminal unit 120 , a bank server 130 , a bank database 140 , a card company server 150 and a card company database 160 . The management company server 100 , the terminal unit 120 , the bank server 130 , and the card company server 150 are connected to each other via a network 170 . The bank database 140 is connected to the bank server 130 , and the card company database 160 is connected to the card company server 150 . Network 170 includes local area networks (LANs) and wide area networks (WANs) such as but not limited to the I...

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Abstract

A system for managing an indirect-investment-type financial product, the system comprising: a storage (140) for storing data about a usage history of a credit payment system for a user of the credit payment system; a unit (151) for converting the usage history into usage points; a first transfer unit (131) for transferring the converted usage points to at least one usage-point-linked account; and a second transfer unit (132) for transferring the converted usage points from said at least one usage-point-linked account to at least one indirect-investment-type financial product.

Description

technical field [0001] The present invention relates to systems and methods for managing indirect investment-type financial products. Background technique [0002] Generally, people who want to invest in stocks etc. entrust a specialized management company to invest on their behalf. Thus, the management company pools the client's money and invests it, and distributes the investment proceeds to the client. [0003] In general, the concept of an installment-type fund, which is a representative example of an indirect investment-type financial product, is to combine installment savings and investment. Specifically, when a customer contracted with a specific installment-type fund deposits a specific amount of monthly installments to a management company, the management company manages the monthly deposit by investing the monthly deposit in a fund selected by the customer. Based on investment channels, installment deposit funds can be classified into stock type, bond type, hybri...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q90/00G06Q40/00
CPCG06Q40/06E05Y2800/42E06B7/2301E06B7/2305E06B7/2316E06B2009/588
Inventor 申勇义
Owner DEUTE INVESTMENT TRUST MANAGEMENT
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