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What must be included in the promotion of wealth management products?
The five principles of promoting wealth management products are: no falsehood, no exaggeration, no misleading, no concealment and no compulsion. This means that salespeople should not falsely publicize wealth management products, exaggerate product advantages, mislead customers, conceal product risks and force customers to buy products.
Therefore, the sales staff of wealth management products should take the interests of customers as the primary consideration, adhere to the publicity principles of truthfulness, objectivity, comprehensiveness, standardization and honesty, create a healthy, transparent and fair market environment, and provide customers with better wealth management products and services.
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