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1,,WesternXXFMCBusinessPlan(2004-2007),,tobefurtherdiscussed(Confidential),,2,Content,1、ProfileofWesternXXAssetManagementCo.,Ltd.2、OrganizationalStructure3、BusinessDevelopmentStrategies4、Roadmap5、AssumptionsandForecast6、SalesBreakdownin2005,3,1、ProfileofWesternXXAssetManagementCo.,Ltd.,4,RegisteredCapitalandShareStructure,RegisteredCapital:RMB100millionRegisteredPlace:PudongDistrict,Shanghai,ChinaProposedShareStructure:WesternSecuritiesCo.,Ltd.RMB40millionOtherforeignsponsorRMB33millionShaanxiInvestmentGroupCo.,Ltd.RMB27million,5,BusinessScope,FundmanagementandinvestmentadvisorybusinessinChinaaspermittedbytheapplicablelaw.(incl.promotion,sale,issuanceandmanagementofinvestmentfunds),Otherassetmanagementbusinesspermittedbytheapplicablelaw.,6,Vision,PhilosophyandStrategy,Vision,OneoftheleadersinthegreatChinawealthmanagement,Philoshophy,Investors‘benefitsareeverything,Strategy,Brand,ServiceandProductallinone,7,BusinessGoal,GrowtheJVintooneofthetop5FMCsinChina,inthefollowingthreecategories:ProfitabilityFundPerformanceTotalAUMProfessionalism,8,2、OrganizationalStructure,9,FMC‘sOrganizationChart(atthebeginning),CEO(1),CMO(1),CIO(1),CEO/COO(1),SalesaroundRMB0.7bnunitswillbesoldtoinsurancecompanies,Unit:RMB100millionyuan,45,PotentialsfromOtherFinancialInstitutionsexBanks,TotalassetsoffinancecompaniesareRMB346bn,netassetsareRMB32.2bnbytheendofJun.2002MajorfinancecompaniesinChina:ChinaElectricPowerFinanceCo.,ChinaPetroleumFinanceCo.,ChinaPetrifactionFinanceCo.,HuaNengFinanceCo.,ZhongwuFinanceCo.etc.TrustmorethanRMB0.55bnfundswillbesoldtothesecompanies,46,NaCSSeF/HoueseReserve/ListedCompanies,TotalassetsofNationalCouncilforSocialSecurityFund(NaCSSeF)arearoundRMB124.1bnbytheendof2003whichof40percentispermittedtoflowintosecuritiesmarketTotalassetsofNationalHouseReserveare346.7bnbytheendof2003,and1.5%oftotalsummanagedbyShaanxiProvincialHouseReserveAccordingtothebulletinsofChinaSecuritiesJournal,trustassetsoflistedcompaniesmanagedbysecuritiescompaniesexceedRMB3bnin2003,ASSUMEthataroundRMB20bnassetsofNaCSSeFallocatedintomutualfundsand1percentmarketsharetakenbyJVFMC;0.2bnunitsfundswillbesoldtoNaCSSeFASSUME5%shareofShaanxiProvincialHouseReservetakenbyJVFMC,thatis0.25bnunits,47,State-ownedEnterpiriseGroups(Strategicpartners),ShaanxiProvincialInvestmentGroupState-ownedinvestmentholdingcompanywitharegisteredcapitalofRMB3bn;tomanagethegovernmentalenterprises,realestateandfinancialassetsmorethanRMB15bnbytheendof2002HanNanAirlinesGroupListedcompanyinvestedbyAmericanAviationLtd.,andtotalassetsexceedingaroundRMB20bn;morethansixtythousandemployeesShaanxiProvincialElectricPowerCo.FullyheldbyNationalElectricPowerCo.,Ltd;totalAssetsexceedingRMB24bnandbytheendof2002;sustainedlong-termgrowthandabundantcashChinaHuaNengGroup,ChinaLuNengGroup,JiangsuElectricPowerCo.,GuizhouElectricPowerCo.,ZhejiangElectricPowerCo.,ChinaInternationalTravelingGroup,ZhongHaiGroup……,48,Non-profitOrganization(Goodrelationship),UniversitiesandaffiliatedcompaniesXi’anJiaotongUniversity,NorthwesternUniversity,NorthwesternPolytechnicalUniversity,Xi’anFanyiUniversity,Chang’anUniversity,TongjiUniversity,ShanhaiFinancialUniversity,FudanUniversity,XijingUniversity,OuyaUniversity,ZhejiangUniversityTianjinUniversity,NankaiUniversity,NanjingUniversityetc.HospitalsandaffiliatedinstitutionsXiJingHospital,Xi’anDianziHospital,Xi’anWujingHospital,EasternHospital,HuaxiUniversityetc.CharityfundsassociationYanlinAgricultureDevelopmentFunds,YanlinIndustryDevelopmentfunds,ShaanxiArchitectureIndustryFundetc.,49,InternalSalesPackage,ASSUME100,000unitspurchasedbyeachtop-levelmanager50,000unitspurchasedbyeachmiddle-levelmanager10,000unitspurchasedbyeachordinaryemployeeProductpackageshouldbewelldesignedforindividualinvestor,andthereturnshouldbesuperiortothemarketbenchmarkEmployeecanpurchaseJVFMC’sfundsatdiscountfront-endfeerate,50,Unit:RMBMillionyuan,InternalSalesEstimation,51,RetailSales,FundAssetsunderCustodyinChineseCommercialBanks,Open-endFundsClosed-endFundsTotalNum.ofBranchICBC278.83206484.8317,000ChinaAgriculturalBank114.21230344.214,200ChinaConstructionBank125.52175300.5212,000BankofChina202.1160262.117,064BankofCommunication152.10146298.10ChinaEverbrightBank16.4516.45ChinaMerchantsBank40.8740.87ShanghaiPudongDevelopmentBank25.7225.72,,,Unit:RMB100million,,Total955.818171772.8140,264,52,ComprehensiveCooperationContracts,WesternSecuritiessignedthecomprehensivecooperationcontractswithICBCandCCBin2001;thecontractswillbesignedonceagainafter2004andbecomeeffectcontinuallyFollowingbankshavebeendiscussingcomprehensivecooperationcontractwithWesternSecurities:NationwideBanks:BankofCommunication,HUAXIABank,ShanghaiBank,ShanghaiPudongDevelopmentBankLocalCommercialBanks:Xi’anCommercialBank,BaojiCommercialBank,XianyangCommercialBank,NanjingCommercialBank,TianjinCommercialBank,GuiyangCommercialBank,JiNanCommercialBank,YinChuanCommercialBank,53,DistributionChannels,ASSUMEICBC,CAB,CCB,COBasJVFMCagencybanks,10securitiesfirms,100branchesasagency;Aver.80,000unitsdistributedbyeachbranch,total3.2billionunitsdistributedthroughcommercialbanks;Aver.3,000,000unitsdistributedbyeachbranchofagencysecuritiesfirms,total0.3billionunitsdistributedthroughsecuritiesfirms;5DirectsalescentersinBeijing,Shanghai,Shenzhen,Xi’an,Fuzhou,0.1billiondistributedeachcenter,total0.5billion;0.2billionunitsdistributedthroughCall-center,websiteandothersub-contractors.,54,SalesForecastin2005,55,PackageScheme/SavingupPlan,Packagescheme(fordifferentinvestors)80%equityfund,20%moneymarketfund;50%equityfund,50%moneymarketfund30%equityfund,30%hybridfund,40%moneymarketfund20%hybridfund,80%moneymarketfundSaving-upplan80%initialpurchase+20%saving-up,
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