金圆统一证券

JINYUAN PRESIDENT SECURITIES Introduction

　　Jinyuan President Securities, under the regulatory oversight of CSRC, offers stocks, bonds, and derivatives. They provide stock options and stock futures among other financial instruments, enabling investors to leverage market movements and asset valuations. However, there are limited information related to transaction on their website.

Pros & Cons

　　Pros:

　　- Diverse Investment Options: Jinyuan President Securities offers a wide array of investment vehicles, including stocks, bonds (corporate, financial, interbank), and derivatives (stock options, futures).

　　- Regulated by CSRC: Operating under the China Securities Regulatory Commission (CSRC) provides a strong regulatory oversight and credibility.

　　- Investor Education and Research: With initiatives like the Investor Education Center and research offerings (press releases, market research, investment recommendations), Jinyuan President Securities promotes informed decision-making among investors.

　　- Comprehensive Financial Services: Beyond traditional brokerage services, they offer investment banking, wealth management, and financial advisory services.

　　Cons:

　　- Limited Information Related to Accounts, Funding Methods, etc.: There is a lack of detailed information available to potential clients regarding account types, funding methods, and other operational specifics, which could potentially affect transparency and client decision-making.

　　- Communication Challenges: Despite providing various communication channels such as telephone, fax, and email, Jinyuan President Securities faces communication challenges such as language barriers and an exclusively Chinese website for English-speaking investors. These issues could potentially affect the efficiency of client support and service delivery.

Is JINYUAN PRESIDENT SECURITIES Safe？

　　Jinyuan President Securities operates under the regulatory oversight of the China Securities Regulatory Commission (CSRC), which is a ministerial-level public institution directly reporting to the State Council. The CSRC plays a critical role in overseeing and regulating the securities and futures market in China, carrying out its regulatory mandate in accordance with applicable laws and regulations. Empowered by the State Council, the CSRC enforces regulations to uphold the integrity and stability of the securities and futures market, ensuring fair and transparent trading practices and safeguarding the interests of investors.

What are Securities to Trade with JINYUAN PRESIDENT SECURITIES？

　　Jinyuan President Securities offers a range of securities to investors, including stocks, bonds, and derivatives:

　　- Stocks: Investors can purchase stocks, representing ownership in companies, which offer potential for capital appreciation and dividends.

　　- Bonds: Several types are available:

　　Corporate Bonds: Issued by companies to raise funds, typically offering fixed interest payments until maturity.

　　Financial Bonds: Issued by banks to finance specific projects or activities, providing varying features compared to corporate bonds.

　　Interbank Market Bonds: Traded between banks, considered relatively secure investments for financing various activities.

　　- Derivatives: These financial instruments derive value from underlying assets:

　　Stock Options: Offer the right to buy (call) or sell (put) stocks at predetermined prices within specified periods.

　　Stock Futures: Contracts to buy or sell stocks at agreed-upon prices on future dates, standardized and traded on exchanges.

JINYUAN PRESIDENT SECURITIES Services Review

　　JINYUAN PRESIDENT SECURITIES offers investment banking, fixed income business, characteristic Taiwan-funded business, investment & trading business, securities investment consulting business, brokerage & wealth management and financial advisory business.

　　Investment Banking: Assisting companies with raising capital and achieving strategic goals through various transactions.

• Initial Public Offerings (IPO): Guiding companies through the process of going public on a stock exchange for the first time.
• New Three-Board Listings and Refinancing: Helping companies list on China's New Three Board (an exchange for smaller and growing companies) and raise capital through secondary offerings.
• Listed Company Refinancing: Assisting already-listed companies in raising additional funds through various methods like issuing new shares or bonds.
• Mergers & Acquisitions (M&A): Advising companies throughout the M&A process, including deal structuring, valuation, negotiation, and regulatory approvals.
• Private Equity Financing: Connecting companies with private equity investors who provide capital in exchange for ownership or influence.

　　Fixed Income Business: Investing in and trading bonds and related financial instruments to generate returns for clients.

• Research and Investment: Analyzing market trends and identifying profitable investment opportunities in bonds and derivatives (financial contracts based on underlying assets like bonds).
• Trading Strategies: Employing various trading strategies like interest rate arbitrage, arbitrage (exploiting price discrepancies), and hedging (mitigating risk) to maximize returns and minimize losses.
• Products: Offering clients a variety of fixed income products such as corporate bonds (issued by companies), financial bonds (issued by banks), and interbank market bonds (traded between banks).

　　Characteristic Taiwan-funded Business: Providing financial solutions tailored specifically to Taiwanese enterprises and Taiwanese compatriots.

• Cross-border Remittance: Facilitating the efficient and secure transfer of funds between Taiwan and other countries.
• Trade Finance: Offering financial products and services to support trade activities between Taiwanese businesses and mainland China, such as letters of credit and trade finance loans.
• Investment Products: Providing Taiwanese clients with investment products suitable for their financial goals and risk tolerance, potentially including mutual funds, ETFs (exchange-traded funds), or individual stocks and bonds.

　　Investment & Trading Business :

• Equity Trading: Buying and selling stocks on behalf of clients.
• Derivative Trading: Trading financial instruments like options and futures contracts on various asset classes (stocks, currencies, commodities).
• Asset Management: Managing investment portfolios for clients based on their risk tolerance and goals.

　　Securities Investment Consulting Business: Providing expert advice and guidance to clients on investment decisions related to securities (stocks, bonds, etc.).

• Investment Product Selection: Helping clients choose suitable investment products based on their individual needs and risk tolerance.
• Investment Portfolio Construction: Building and managing diversified investment portfolios for clients to optimize returns and mitigate risk.
• Financial Planning: Offering comprehensive financial planning services to help clients achieve their long-term financial goals, such as retirement planning or wealth accumulation.

　　Brokerage & Wealth Management: Providing clients with access to investment opportunities and wealth management solutions.

• Brokerage Services: Acting as an intermediary between clients and securities exchanges, allowing clients to buy and sell securities.
• Wealth Management Solutions: Offering various wealth management products and services like trust products (where JINYUAN PRESIDENT SECURITIES manages assets on behalf of clients) and private banking (personalized wealth management for high-net-worth individuals).

　　Financial Advisory Business: Providing clients with tailored financial advice based on their specific needs and goals.

• Retirement Planning: Helping clients plan and save for their retirement.
• Tax Planning: Developing strategies to minimize clients' tax liabilities.
• Estate Planning: Assisting clients in planning for the distribution of their assets after death.
• Risk Management: Helping clients identify and manage financial risks.

JINYUAN PRESIDENT SECURITIES Fees Review

　　Transaction Commission: This fee is a percentage of the transaction amount charged by brokers for executing trades. It applies to A-shares, listed company stocks, Shenzhen-Hong Kong Stock Connect, Hong Kong Stock Connect stocks, ETFs, closed-end funds, and bonds.

　　Transaction Transfer Fee: A small fee of 0.01% of the transaction amount for transferring transactions.

　　Securities Transaction Stamp Duty: A government tax on securities transactions, typically charged at the sale of securities. Rates vary from 0.1% to 0.5% depending on the type of securities.

　　Transaction Levy: A levy of 0.0027% of the transaction amount, rounded to four decimal places, applied to certain transactions.

　　Accounting and Financial Reporting and Transaction Levy: A levy of 0.0015% of the transaction amount, rounded to four decimal places, for specific financial services.

　　Transaction Fee: A fee of 0.005% of the transaction amount, rounded to two decimal places, for securities transactions.

　　Stock Transfer Fee: A fee of 0.02% of the transaction amount, with a minimum charge of 2 yuan, applicable to stock transfers.

　　Securities Portfolio Fee: A fee based on the value of assets held for more than a year, varying from 0.06% to 0.10% depending on the asset value tier.

　　Securities Portfolio Fee (Based on amount of assets held for more than a year):

• ≤ 500 million yuan: 0.06%
• 500 to 2500 million yuan: 0.07%
• 2500 to 5000 million yuan: 0.08%
• 5000 to 10000 million yuan: 0.09%
• ≥ 10000 million yuan: 0.10%

JINYUAN PRESIDENT SECURITIES Platforms Review

　　JINYUAN PRESIDENT SECURITIES provides Jinyuan Uni-President Securities Straight Flush Android and Jinyuan Unified Securities Voyage Edition (PC software).

　　- Jinyuan Uni-President Securities Straight Flush Android

　　This platform is designed for Android mobile devices, providing users with a comprehensive and user-friendly interface for trading and managing their investments on the go. The Straight Flush Android platform features real-time market data, advanced charting tools, and a wide range of trading options, enabling investors to trade stocks, bonds, and derivatives with ease and flexibility. It also includes features for portfolio tracking, news and analysis, and client support, making it a powerful tool for active traders.

　　- Jinyuan Unified Securities Voyage Edition (PC Software)

　　Designed for desktop PCs, the Voyage Edition is a more feature-rich platform that offers advanced trading tools and capabilities for clients who prefer to trade from their computers. This platform provides extensive market analysis tools, detailed portfolio management features, and integrated market news and research. The Voyage Edition is well-suited for both novice and experienced traders, offering a customizable interface that can be tailored to individual trading styles and preferences. It supports a wide range of securities, including stocks, bonds, derivatives, and more, and includes features such as automated trading strategies, risk management tools, and real-time alerts.

Research & Education

　　JINYUAN PRESIDENT SECURITIES offers Investor Education Center (securities academy, investor protection, risk warning, anti-no-column, complaints and suggestions and video teaching) and research including press release, market research and investment recommendations.

　　Investor Education Center:

　　- Securities Academy: Provides structured educational resources covering various aspects of investing, including market fundamentals, trading strategies, and risk management techniques.

　　- Investor Protection: Offers guidelines and resources to educate investors about their rights, responsibilities, and protections within the investment landscape. This includes information on regulatory frameworks and investor safeguards.

　　- Risk Warning: Provides comprehensive information on potential risks associated with different investment instruments, helping investors make informed decisions while managing risks effectively.

　　- Anti-No-Column: Focuses on preventing misinformation and promoting transparency in investment practices, ensuring clients have access to reliable and accurate information.

　　- Complaints and Suggestions: Provides channels for clients to address concerns and provide feedback, fostering a client-centric approach and continuous improvement.

　　- Video Teaching: Utilizes multimedia formats such as videos to deliver educational content on investing topics.

　　Research:

　　- Press Releases: Disseminates timely updates and announcements on market developments, company news, and regulatory changes, keeping clients informed about relevant events that may impact their investments.

　　- Market Research: Conducts in-depth analysis and market research reports on various sectors, companies, and economic trends. These insights help clients stay informed about market dynamics and make informed investment decisions.

　　- Investment Recommendations: Offers expert opinions and investment recommendations based on thorough research and analysis, providing clients with actionable insights to guide their investment strategies.

Customer Service

　　Customers can visit their office or get in touch with customer service line using the information provided below:

　　Telephone: 400-6317-999

　　Fax: 0592-3117993

　　Email: jytyzq@jypscnet.com

　　Address: 10-11th Floor, International Financial Center Building, No. 82 Zhanhong Road, Siming District, Xiamen City

Conclusion

　　Jinyuan President Securities stands as a reputable entity within China's financial landscape, operating under the guidance of CSRC. Offering a range of investment vehicles including stocks, bonds, and derivatives, they cater to diverse investor needs. Jinyuan President Securities thus provides a robust platform for investment opportunities and financial services, supported by a strong regulatory framework and client-oriented approach.

　　In conclusion, while Jinyuan President Securities may pose some challenges such as communication issues and limited operational transparency, it remains a viable option for experienced investors who value regulatory compliance, diverse investment opportunities, and access to robust educational and research support.

Frequently Asked Questions (FAQs)

　　Is JINYUAN PRESIDENT SECURITIES regulated？

　　Yes. It is regulated by CSRC.

　　What types of securities can I invest in with JINYUAN PRESIDENT SECURITIES？

　　You can trade stocks, bonds, and derivatives.

　　What are platforms offered by JINYUAN PRESIDENT SECURITIES？

　　It provides Jinyuan Uni-President Securities Straight Flush Android and Jinyuan Unified Securities Voyage Edition (PC software).

　　How can I contact JINYUAN PRESIDENT SECURITIES？

　　You can contact via telephone: 400-6317-999, fax: 0592-3117993 and email: jytyzq@jypscnet.com.

Risk Warning

　　The information provided is based on WikiStock's expert evaluation of the brokerage's website data and is subject to change. Besides, online trading entails substantial risks, potentially leading to total loss of invested funds, so comprehending associated risks before engaging is crucial.