Insurance Company Financial Knowledge Popularization Month Activity Plan

Sample essay of insurance company’s financial knowledge popularization month activity plan (generally 5 articles)

In order to effectively ensure the quality level of the activity, we need to formulate an activity plan in advance. The activity plan refers to the A written plan drawn up for a certain activity, specific action implementation details, steps, etc. So the question is, how should we write an activity plan? The following are the sample essays on insurance companies’ financial knowledge popularization month activity plans (generally 5 articles) that I have collected for you. I hope they can help you.

Insurance Company Financial Knowledge Popularization Month Activity Plan 1

According to the notice requirements on carrying out financial knowledge popularization month publicity activity plan, Suzhou Rural Commercial Bank has specially formulated special special activities for Financial Knowledge Popularization Month Plan, the relevant activity plan notification is now reported as follows:

1. Organizational Leadership

The Bank has established a special action leadership group:

Team leader: XXX

Deputy team leader: XXX

Team member: XX

The head office office is responsible for the planning, promotion and implementation of specific publicity activities, and each unit does its work within its division of labor.

2. Publicity Activity Theme

This activity aims to target the weak links and financial needs of consumers’ financial knowledge and help financial consumers and investors by carrying out financial knowledge popularization activities. Rationally choose financial products and services that suit you, stay away from illegal financial activities, proactively adapt to the development of the digital financial era, focus on preventing, identifying and handling telecommunications network fraud, and improve financial consumers' financial knowledge and risk responsibility awareness.

3. Arrangement of publicity activities

(1) During the preparation period (before August 31, 20xx), the head office office will formulate an activity plan, carefully complete all preparatory work, and follow this plan Actively prepare for publicity activities.

(2) During the implementation period (September 1 to September 30, 20xx), all units will carry out various forms of and rich-content publicity work for the "Financial Knowledge Popularization Month" in accordance with the publicity work plan.

(3) During the summary period (the end of September 20xx), each unit will summarize the promotion work, practices and experience, and submit it in writing to the head office office.

4. Publicity Measures

1. Make preparations for publicity. The first is to formulate publicity slogans. Fully coordinate online and offline channels, conduct in-depth research on the characteristics of publicity targets, write publicity content based on actual cases, reveal the current common routines and techniques of illegal financial activities, ensure that key groups are willing to listen, understand, and remember, and effectively improve the public's awareness of Alertness and precaution. The second is to create publicity waves. Produce highly targeted, easy-to-understand promotional posters and promotional leaflets to expand the scope of publicity. (Implementation unit: office)

2. Do a good job in online publicity. It is necessary to fully rely on mobile banking, online banking, WeChat public accounts, WeChat subscription accounts, Douyin subscription accounts and other online carriers to establish a precise publicity mechanism and regularly push various promotional contents. (Implementing unit: Office, Internet Finance Department)

3. Promote offline publicity work. It is necessary to give full play to the physical advantages of business outlets and farmers' withdrawal service points, and clarify the need to stay away from illegal activities through various methods such as rolling promotional slogans on LED displays, placing promotional posters in halls, issuing promotional leaflets to customers, and on-site explanations by staff. It is important for financial activities to proactively adapt to the development of the digital financial era. Combined with the visit work, we went to rural areas, communities, and merchants to carry out publicity, and carried out practical and detailed publicity work. (Implementation units: office, operation management department, various outlets)

5. Promotional activity content

Closely following the theme of the activity, the promotional content is divided into two series:

(1) The first series of promotional content is mainly to popularize futures financial knowledge, including but not limited to basic financial knowledge, wealth management product knowledge, and the latest regulatory information.

(2) The second series of promotional content focuses on preventing illegal financial activities.

The content includes case information such as financial risks, illegal fraud risks, and money laundering risks.

6. Material Requirements

The Operations Management Department, Internet Finance Department, offices and outlets should package the publicity summary report and related pictures before September 24, 20xx and submit them through the cloud disk Submit to office XX. Insurance Company Financial Knowledge Popularization Month Activity Plan 2

1. Purpose of the activity

By actively carrying out the broadcast of the special promotional video "Sending Financial Knowledge to the Rural Areas", we will enrich the multi-level and broad-based A comprehensive and sustainable rural financial service system provides a strong guarantee for farmers to increase their income, agricultural development and the improvement of the rural financial environment.

2. Organizational Leadership

In order to ensure that this activity is carried out solidly and effectively and achieves the expected results, the head office decided to establish an activity leadership group.

Team leader:

Deputy team leader:

Members: heads of departments and offices

The leadership group has an office, which is located at The Liability Technology Department of the Head Office is mainly responsible for the formulation of activity plans, activity publicity, coordination, and supervision within its jurisdiction. Each institution should actively promote the implementation of its own activity plan and carry out activities as required.

3. Activity content and arrangements

According to the relevant requirements of the "Liaoning Province "Sending Financial Knowledge to the Rural Areas" Special Promotional Video Implementation Plan", the specific activity content is as follows:

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(1) Ensure the coverage and frequency of broadcasting of special promotional videos

Ensure that the coverage of each business outlet reaches 100, and the frequency of broadcasting is at least once a day in the morning and afternoon, and can also be based on time You need to selectively increase the number of times the corresponding chapter is played.

(2) Set up a special area for "sending financial knowledge to the countryside"

Each business outlet should open a special area for activities to provide basic financial knowledge, agricultural-related credit knowledge, payment and settlement knowledge, and financial management knowledge. , credit awareness cultivation, prevention of illegal fund-raising, and protection of consumer rights in the banking industry to fully publicize. Publicity methods include placing publicity boards or using electronic scroll screens, self-service equipment displays, LCD TVs, advertising light boxes, etc. to display promotional content in a loop.

(3) Use loan review surveys to carry out door-to-door publicity

Grassroots loan officers go deep into the borrowers to conduct pre-loan surveys and post-loan inspections, and carry out "sending financial knowledge to the countryside" publicity. Focus on publicizing agricultural-related credit knowledge, credit awareness cultivation, prevention of illegal fund-raising, protection of consumer rights and interests in the banking industry and other related content.

(4) Improve comprehensive service capabilities and better serve financial customers

Make full use of the publicity opportunity of “sending financial knowledge to the countryside”, and the focus of each business outlet should be on improving the environment Construction, strengthen equipment management, focus on risk prevention, optimize business processes, improve service efficiency, strengthen employee training, improve service capabilities, strengthen internal publicity, enhance employee awareness, etc., thereby effectively improving the overall service level and service quality of each business outlet.

4. Activity requirements

(1) Unified deployment and strengthening management

All branches and business departments must attach great importance to it, strengthen organizational leadership, and clarify the focus of activities. At the same time, pay close attention to the progress of the activities, mobilize the entire bank, expand the coverage of the activities as much as possible, ensure that the deployment of activities is smooth, smooth and orderly, and be responsible for summarizing the activities of the unit.

(2) Actively publicize and build momentum

Coordinate and arrange event publicity work to create publicity momentum and social influence. All branches and business departments must make full use of multiple channels to popularize and promote financial knowledge simultaneously, and avoid superficial publicity and formality.

(3) Supervision and guidance to ensure effectiveness

The head office will conduct random inspections and guidance on the development of each business outlet, and the results of the random inspections will be used as a necessary condition for ranking first.

Each branch and business department must do a good job in data statistics of the entire event, retain event pictures, videos, text and other materials, and submit the "Sending Financial Knowledge to the Rural Areas" special promotional video for the implementation after the event. Summarize.

Insurance Company Financial Knowledge Popularization Month Activity Plan 3

In order to implement the spirit of the 16th National Congress of the Communist Youth League, deepen the action of youth contribution to new rural areas and new pastoral areas, strengthen national financial knowledge education, and increase residents’ property income, Guide and help young people in rural and pastoral areas to correctly understand financial knowledge, master financial skills, improve financial literacy, and provide financial convenience for young people in rural and pastoral areas. The Inner Mongolia Youth League Committee has decided to carry out the activity of "Youth Contributing to New Rural Areas and New Pastoral Areas - Sending Financial Knowledge to the Rural Areas" and the relevant matters are now notified as follows:

1. Purpose of the activity

Promote financial knowledge, actively guide young people in rural and pastoral areas to establish correct business concepts, manage finances scientifically, master credit and investment skills, increase property income, and give full play to the role of financial system organizations in improving national financial literacy, promoting financial ecological construction, and serving youth It plays an important role in living and building new rural areas and new pastoral areas.

2. Activity theme

Promote financial knowledge, serve the lives of young people, and build new rural areas and new pastoral areas.

3. Activity time

July to December 20xx

4. Activity content

The xx Youth League Committee coordinates the relevant financial departments, Organize financial experts and young volunteers from financial institutions, make full use of the publicity platform of the National Youth League and youth centers in rural and pastoral areas, adopt a form that is popular with young people, and go deep into rural and pastoral areas to widely publicize relevant financial knowledge, including stocks, insurance, funds and other financial services. The financial knowledge of products, micro credit loan processing procedures, as well as knowledge about anti-counterfeiting, preventing illegal fund-raising, identifying financial fraud, etc. are conveyed to young people in rural and pastoral areas.

(1) Organize on-site financial knowledge consulting service activities.

Provide financial knowledge consulting services to young people in rural and pastoral areas by setting up publicity boards, playing promotional videos, conducting financial knowledge lectures, prize-winning quizzes, square theatrical performances and other publicity forms. The xx Youth League Committee will coordinate the xx Law Society's Financial Securities Law Research Association, the Financial Office, xx Company and other relevant financial departments to tour the entire region to promote various financial knowledge.

(2) Establish a financial knowledge service station.

xx Company has established long-term cooperative relations with the Youth League committees of various counties (cities, districts) and established financial knowledge service stations. The "Sending Financial Knowledge to the Rural Areas Series" is distributed to the public through the xx company's outlets to promote financial knowledge and provide convenient financial services.

(3) Organize activities to show love and warmth.

xx Company organizes young members of the system to carry out youth volunteer activities such as showing love and warmth in rural and pastoral areas, and provides targeted financial support to vulnerable groups in rural and pastoral areas.

5. Promotion of activities

(1) Preparatory start-up stage (July 20xx)

The xx Youth League Committee, together with relevant financial institutions, established the "Youth Contribution to New Rural Areas" Pastoral Areas - Sending Financial Knowledge to the Rural Areas" activity coordinated the leading group to formulate and issue an action plan. Youth League organizations at all levels have accordingly established coordination and leadership groups to formulate action plans based on local actual conditions and youth financial service needs and report them to each level.

(2) Comprehensive implementation stage (August to November 20xx)

League organizations at all levels and relevant financial institutions shall comprehensively organize and carry out relevant activities in accordance with the action plan.

(3) Summary stage (December 20xx)

League organizations at all levels and relevant financial institutions summarize the activities carried out in the region, find out the problems existing in the activities and Propose countermeasures and suggestions. Select the "Youth Contribution to New Rural Areas and New Pastoral Areas - Sending Financial Knowledge to the Rural Areas" quality actions, outstanding units and individuals to establish advanced models and summarize experience.

6. Activity requirements

(1) Strengthen organizational leadership. Youth League organizations at all levels must fully understand the importance of this event, strengthen work guidance, and actively provide necessary guarantees for the event.

It is necessary to recruit leaders in charge of relevant financial institutions to serve as members of the coordination and leadership group, strengthen communication and cooperation, build a publicity platform, and strive to form a work pattern with division of labor and responsibility, mutual support, and emphasis on practical results.

(2) Build a long-term mechanism. It is necessary to organize and guide the staff of financial institutions to go deep into the grassroots and youth, and accurately grasp the financial service needs of young people in rural and pastoral areas through issuing questionnaires and holding symposiums, and determine service projects. It is necessary to strengthen the supervision and inspection of activities, improve the scientificity and planning of the work, strive to create brand activities, and build a long-term mechanism.

(3) Pay attention to publicity and guidance. It is necessary to widely publicize and actively guide, timely publish and report dynamic information on relevant activities through group publications, the Internet, etc., exchange activity experience, and deepen the effect of the activity. It is necessary to actively strive for the participation and cooperation of the news media, create momentum, form a good social atmosphere, and expand the social influence of the event. Insurance Company Financial Knowledge Popularization Month Activity Plan 4

In order to implement the spirit of the instructions of the regulatory authorities on increasing the protection and education of financial consumers’ rights and interests, we strive to improve the public’s financial quality and safety awareness, and actively establish public education The long-term mechanism for service work is based on the activities plan of the Banking Association and the content of the Head Office's "Harbin Bank 20xx Popularization of Financial Knowledge Series Theme Publicity Activity Plan" and combined with the actual situation of our bank, the branch specially formulated this plan.

1. Organizational Leadership

In order to ensure the smooth implementation of the 20xx annual financial knowledge campaign and ensure the effective implementation and solid advancement of this plan, the branch has specially established a work leadership group to be responsible for organizational leadership , promote, guide, supervise and inspect the bank's publicity work.

Team leader: branch president

Deputy team leader: other members of the leadership team

Members: heads of branches, business departments, and departments

The leading group office is located in the branch’s comprehensive management department and compliance management department, and takes the lead in promoting, organizing, and coordinating the 20xx annual financial knowledge promotion activities.

2. Activity content and arrangements

According to the Banking Association’s activity plan and the work arrangements and deployment of the Head Office’s “Harbin Bank 20xx Popularization of Financial Knowledge Series Theme Publicity Activity Plan”, combined with our Based on the actual situation of the bank, from July to September 20xx, this year's "Thousand-mile Tour to Popularize Financial Knowledge" was organized and carried out across the bank. The specific activities and arrangements are as follows.

(1) Preparatory stage of the event

June is the preparatory stage for our bank’s annual “Thousand-mile Journey to Popularize Financial Knowledge” event. The compliance management department of the branch is responsible for formulating the activity plan, organizing and supervising all units to actively participate in the activity, doing a good job in organizational mobilization and personnel training before the activity, and clarifying each stage in accordance with the determined activity themes of each stage and the work requirements of the regulatory authorities and the head office. Division of activities and publicity forms, prepare publicity materials in advance, and coordinate the publicity of this event in stages and levels.

(2) Carry out special publicity activities in stages

1. July 1st is the launch day of this year’s activities. The branch will take into account its own actual situation and actively coordinate the superior resources of each unit. On July 1, each unit will hold the launching ceremony of the "Popular Financial Knowledge Journey" campaign and carry out concentrated publicity activities on the launch day.

February. July is "Payment Security Awareness Month".

Responsible unit: Operations Management Department. The Operations Management Department is responsible for submitting the activity summary, briefings, pictures and other materials for the month to the XX City Banking Association before July 30, with a copy to the General Management Department and Compliance Management Department.

With the continuous development of our country’s economy, the bank card industry has grown from scratch and its scale has continued to expand. As of the end of 20xx, my country's total bank card transactions accounted for 48.7% of the country's total retail sales of consumer goods, with 5.06 cards per capita. Bank cards have developed into the most important payment tool in the daily lives of our people. At present, various innovative bank card products are emerging one after another, innovative payment methods continue to emerge, and various financial needs of cardholders are also growing. This has put forward new requirements for the security protection of bank card payments.

Based on this, the content of this publicity month is with the theme of "payment security", focusing on "improving cardholders' awareness of safe card use and building a good bank card payment environment", and carrying out multi-level activities based on the actual situation of the unit. , Multi-angle publicity and popularization activities, including but not limited to the following categories: card custody, password security, ATM operation, POS card swiping, online payment, popularization of chip cards, use of third-party payment platforms, etc. During the event, emphasis should be placed on maintaining bank card payment security through daily management and guidance of operations by branch lobby personnel, placing foldouts and display boards in prominent locations in the lobby, playing educational videos, and placing them on electronic channels such as online banking, mobile banking, and social media. , create a good card-using environment, and achieve a broader and more popular missionary purpose.

March. August is the “Telecom Internet Fraud Prevention Awareness Month”.

Responsible unit: Operations Management Department. The Operations Management Department is responsible for submitting the activity summary, briefings, pictures and other materials for the month to the XX City Banking Association before August 30, with a copy to the General Management Department and Compliance Management Department.

In recent years, telecommunications network fraud has increasingly shown the development trend of industrial chain, multi-channel and spread, seriously endangering the property security and legitimate rights and interests of the people, and damaging social integrity and financial harmony and stability. As of 20xx, through the joint efforts of the whole society, the high incidence of fraud in my country's telecommunications network has been effectively curbed and phased results have been achieved. However, with the widespread popularization of the Internet and the rapid development of information and communication technology, telecommunications network fraud has increasingly shown the characteristics of high-tech methods, diversified forms, rapid processes, and concealed crimes. The situation of prevention and crackdown is still severe.

This publicity month activity should adopt the approach of "strengthening both prevention and prevention, focusing on prevention", and strive to prevent, identify and deal with telecom network fraud. All units should, based on the experience accumulated over the years in publicity materials, channels, methods, etc., pay attention to summarize the common types, common techniques, crime methods, crime characteristics, new methods and other information of telecommunications network fraud in the areas under their jurisdiction, and make effective use of it. We also formulate countermeasures and response plans, and promptly publicize and educate through platforms such as halls, counters, machines, networks, and media.

April. September is the “Youth Financial Knowledge Popularization Education and Publicity Month”.

Responsible units: General Management Department, Compliance Management Department. The General Management Department is responsible for submitting the activity summary, briefings, pictures and other information of the month to the XX City Banking Association before September 30.

Financial knowledge is an important basic knowledge that teenagers must understand and master in their healthy growth. Our country has always attached great importance to the popularization and education of financial knowledge among young people, and it is of far-reaching significance to do a good job in popularizing and educating them about financial knowledge.

This publicity month activity should be carried out with the main method of "please come in and go out". Develop targeted education plans for primary school students, middle school students, college students and other age groups, and carry out targeted education with special characteristics. Each unit should give full consideration to students' understanding ability and, based on the actual needs of the audience, produce financial knowledge brochures, animations, posters, display boards and other materials that are suitable for the characteristics of primary school students, that are interesting, illustrated, and text-based, and that are concise and vivid; for middle school students to broaden their horizons , strong receptivity, and a certain rational and perceptual understanding of financial knowledge and products. Promotional content should focus on flexibility and diversity. In addition to traditional publicity methods, a large amount of relevant financial knowledge should also be disseminated through social media, campus platforms and other channels; in view of the actual needs of college students and the actual situation of college students who are about to enter society and join the construction of various industries, financial knowledge publicity should focus on Effectiveness, help this group to further understand the financial industry, learn financial knowledge in depth, master financial tools proficiently, and focus on preventing financial risks.

3. Activity requirements

(1) Active preparation and comprehensive deployment.

All units across the bank should summarize the experience of previous years’ activities, organize carefully, and innovate and enrich publicity forms. At the same time, a designated person is designated to be responsible for unified coordination and communication, and to control the progress of the activities. According to the branch's activity schedule, prepare promotional materials to ensure that activities are carried out in an orderly manner.

(2) Establish a mechanism to implement and promote it.

The branch will strengthen supervision and inspection, formulate activity plans, regularly inspect the activities of each unit, supervise each unit to carry out activities at each stage in accordance with the activity requirements, avoid activities becoming a mere formality, and ensure the actual results of the activities.

(3) Unify thinking and raise awareness.

All units should attach great importance to the protection of consumer rights and interests, take publicity activities as an opportunity to comprehensively improve their understanding of consumer rights protection, and effectively carry out financial knowledge publicity in conjunction with the work requirements of regulatory authorities and our bank. Activities, the branch will summarize and evaluate the activities and actual results of each unit. All branches should promptly deploy this year's publicity activities to ensure that all work is implemented, effectively strengthen organizational leadership, not go through the motions, improve the level and quality of financial services, and establish a good social image of our bank.

(4) Strengthen leadership and clarify responsibilities.

All units should strengthen the organization of this publicity activity, take full responsibility, implement specific work in place, and ensure that the activity achieves actual results. At the same time, while implementing their tasks, all units must do a good job in a timely manner. Information feedback work, promptly and accurately submit the status of publicity activities and publicity materials to the branch leadership working group office.

(5) Strengthen publicity, focusing on green.

All branches and business departments should adopt various channels to popularize financial knowledge and improve the effectiveness of financial knowledge popularization. Daily publicity activities include setting up publicity windows, placing publicity materials in the business hall, hanging publicity banners, and setting up dedicated personnel to receive customers. It is necessary to use outlet resources such as LED displays, self-service equipment, LCD TVs, and multimedia touch screens for publicity. All units must increase publicity efforts, innovate publicity channels, and broaden publicity ideas. In addition to traditional publicity and education positions such as outlet publicity, community publicity, business district publicity, campus publicity, and factory and mine publicity, green channels such as social media, television, and radio should be fully utilized to popularize financial knowledge in an all-round and multi-angle manner, and improve the coverage and popularization work. reach rate and open up new ways to popularize financial knowledge. Insurance company’s financial knowledge popularization month activity plan 5

1. Activity theme

The theme of this publicity month activity is “More Financial Understanding, More Financial Protection”, through providing the public with Extensively publicize banking financial knowledge, guide the public to use banking products and services scientifically and rationally, and enhance consumers' financial investment safety awareness and risk management capabilities.

2. Principles of activities

(1) Facing the public and going deep into the grassroots. Focus publicity activities on communities, rural areas and schools, strengthen the popularization of financial knowledge among grassroots people, and truly let residents (farmers) and students understand banks and use bank products and services, and truly let "financial knowledge enter thousands of households" ” to ensure that publicity activities are effective.

(2) Diverse forms and focus on practical results. In-depth analysis of the public's financial knowledge needs, while making extensive use of mass media, the Internet, and text messages to carry out wide-coverage, large-scale publicity and popularization, and at the same time using on-site consultation, financial knowledge "small lecture halls" and "micro-films" according to the needs of consumers at different levels. , prize-winning quizzes and other forms to carry out targeted publicity to key groups.

(3) Raise awareness and cooperate seriously. Coordinate, cooperate and actively participate in this publicity activity organized and led by Taizhou Banking Regulatory Bureau. Provide necessary human and material support, and do a good job in publicity and education, public opinion monitoring, safety and other related work during the event. Each branch shall conscientiously cooperate in the implementation of publicity activities in accordance with the requirements of the head office.

(4) Centralized publicity and long-term management. This "Financial Knowledge into Thousands of Families" publicity service activity will be carried out for one month. In order to ensure the publicity effect, after the end of the publicity month activity, publicity activities should be continued to normalize and systematize the publicity and education activities.

3. Publicity content

Focus on personal credit, debit cards, electronic banking, self-service equipment, illegal fund-raising and other content. Unifiedly distribute promotional leaflets, brochures, display racks and other promotional texts designed and produced by the Banking Regulatory Commission. Play the banking financial knowledge promotion video on the video player in the business hall of each branch.

At the same time, based on our own actual conditions, we carry out various publicity and education activities such as sending financial knowledge into schools (classrooms), communities, and rural areas.

IV. Specific work arrangements

(1) Preparatory stage (June 18 to August 31, 20xx)

1. Establish a leading group. In order to strengthen organizational leadership, the head office established a leadership group with Vice President Yang Hua as the leader and the heads of the Electronic Banking Department, Planning and Finance Department, Personal Business Department, Corporate Business Department, and Office as members. The office is the leading responsible department. The president of each branch is responsible for the publicity activities of the branch and must organize and carry out the publicity activities of the branch according to the requirements of the head office.

2. Prepare promotional materials. Combined with the bank's characteristics and customer needs, select promotional themes, produce promotional materials with its own characteristics, and display them externally during the event.

3. Contact and coordinate the media. It is necessary to actively contact the media to seek support and cooperation, and expand the coverage of the activities and build publicity momentum during the Publicity and Service Month activities through event reports, financial knowledge columns, financial issue hotline Q&A, etc.

(2) Start-up stage (September 2, 20xx)

On September 2, 20xx, the Taizhou Banking Regulatory Bureau will hold the Taizhou Banking Industry’s 20xx “Financial Knowledge Advancement” "Home" financial knowledge publicity and service month activity launching ceremony. The leadership team of the head office should choose a venue with a large flow of people as a propaganda point to explain street knowledge. The propaganda point should set up an information desk, place promotional materials, arrange counselors, and organize media reports. At the same time, slogans and banners are hung at outlets, promotional materials (brochures, foldouts) are distributed, or promotional display racks are placed. Promotional slogans are scrolled on electronic screens, and promotional information is released using bank websites, mobile phone text messaging platforms, and other forms.

(3) Concentrated publicity stage (September 2 to September 30, 20xx)

1. Play financial knowledge education cartoons on the website or at business outlets.

2. Send at least one text message to customers through the SMS platform about the "Financial Knowledge Publicity Service Activities" uniformly prepared by the Leading Group Office of the China Banking Regulatory Commission.

3. Organize young backbones to go into schools, communities, villages and towns, and preach financial knowledge to specific social groups such as students, urban residents, farmers, etc., to improve the effectiveness of publicity activities.

(4) Summary stage (October to December 20xx)

After the publicity month activities, the leading group should evaluate and summarize the 20xx Financial Knowledge Publicity and Service Month activities. And submit a written report to the Taizhou Banking Regulatory Bureau before October 10, 20xx.

5. Other requirements

(1) Adhere to the public welfare nature of publicity. We must strictly abide by the requirements of the banking regulatory department, adhere to the principle of "public welfare" in this activity, do not take the opportunity to promote the bank's products, brands, slogans, etc., and do not promote financial products and services to the public in the name of financial knowledge promotion.

(2) Formulate emergency plans. During the publicity activities, emergency plans should be formulated in terms of public opinion response, safety and security, etc., and unified consultation and explanation standards should be formulated for hot areas and issues with many public complaints to ensure that the activities are carried out safely and orderly.

(3) Explore long-term mechanisms. It is necessary to take this event as an opportunity to deeply explore the construction of a long-term mechanism for financial knowledge promotion in our unit, and jointly promote the pragmatic, effective and sustainable development of financial consumer education.

(4) Strengthen supervision and inspection. The leading group should strengthen supervision and inspection of the implementation of the Bank’s Publicity and Service Month activities to ensure that the publicity activities achieve effective results and prevent formalism and formality from occurring.