中国太保投资者通讯--2025年第7期

中国太保投资者...
Jul 26

监管动态国家金融监督管理总局发布《金融机构产品适当性管理办法》为进一步规范金融机构适当性管理,加强金融消费者权益保护,金融监管总局发布《金融机构产品适当性管理办法》(以下简称《办法》),《办法》自2026年2月1日起施行。《办法》共五章四十九条,对金融机构适当性管理义务进行规范。主要包括以下内容:一是金融机构应当了解产品,了解客户,将适当的产品通过适当的渠道销售给适合的客户。二是对于投资型产品,...

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