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'Golden Life' Collective EA Plans
 
Advantages of CMB’s 'Golden Life' Collective EA Plans
Strong brand : With a high amount of registered capital, we were listed on China’s A-share and Hong Kong’s H-share stock exchanges in 2002 and 2006 respectively. As China’s first EA service provider, we have participated in establishing almost all of China’s EA regulations and standards. Qualified to provide a complete range of EA services, we leadChina’s EA market. In 2005, we launched the ‘Golden Life’ pension brand to offer a complete range of professional, efficient and high quality pension services as part of our commitment to changing for you.
High quality and efficient services: Our total EA solution provides an EA fund management model that centralizes operations and localizes services. The solution enables you to inquire about your EA funds through the Internet, telephone, banking outlets, ATMs, and bank statements (for double-currency EA credit cards).
Professional investment decisions: Comprising CMB’s experienced professional, our investment team develops effective investment strategies to increase EA value over the long term.
Objective assessment and supervision: By separating trustee services from investment management under an internationally accepted model, we fairly and objectively assess and supervise investment managers. This model helps stimulate and level the playing field for investment managers to maximally protect the interests of trustors.
Flexible investment switching: We allow customers to revise their investment portfolio twice a year. This approach enables the trustor and individual employees to choose their preferred objects of investment and helps them avoids increasing transaction costs due to frequent changes.
No worries for resigned employees: We retain the original individual accounts of resigned employees and design an investment portfolio in the currency category for these accounts. As well as easing the enterprise’s management burden, this solution can increase the value of EA assets in the accounts of resigned employees.

CMB’s Golden Life Rongxiang Collective EA Plan
Registration No.: 99JH20110031
Trustee: China Merchants Bank
Account manager: China Merchants Bank
Investment managers: PICC AMC, Taikang AMC, CITIC Securities, Guotai AMC, and ICBC Credit Suisse Asset Management
Custodian: Bank of China

Investment Portfolio

Investment Manager

Risk-Return Level

Standardized PICC portfolio

PICC AMC

Steady return and medium risk

Standardized Taikang portfolio

Taikang AMC

Standardized CITIC portfolio

CITIC Securities

Standardized Guotai portfolio

Guotai AMC

PICC bond portfolio

PICC AMC

Medium return and low risk

ICBC Credit Suisse bond portfolio

ICBC Credit Suisse Asset Management

Medium return and low risk

PICC currency portfolio

PICC AMC

Steady return and low risk

PICC savings portfolio

PICC AMC

Steady return and low risk

CMB’s Golden Life Zunxiang Collective EA Plan
Registration No.: 99JH20110030
Trustee: China Merchants Bank
Account manager: China Merchants Bank
Investment managers: Bosera Fund, Yinhua Fund, Guotai AMC, Taikang AMC, and CITIC Securities
Custodian: China Minsheng Banking Corp.

Investment Portfolio

Investment Manager

Risk-Return Level

Standardized Bosera portfolio

Bosera Fund

Steady return and medium risk

Standardized Yinhua portfolio

Yinhua Fund

Standardized Guotai portfolio

Guotai AMC

Standardized Taikang portfolio

Taikang AMC

Standardized CITIC portfolio

CITIC Securities

Guotai bond portfolio

Guotai AMC

Medium return and low risk

Guotai currency portfolio

Guotai AMC

Steady return and low risk

Guotai savings portfolio

Guotai AMC

Steady return and low risk

Information on this page is for your reference only and may differ from the announcements and specific rules issued by our local sales outlets.

CMB’s Golden Life Lexiang Collective EA Plan
Registration No.: 99JH20110032
Trustee: China Merchants Bank
Account manager: China Merchants Bank
Investment managers: Harvest Fund, China AMC, China Merchants Fund, Bosera Fund, Taikang AMC, and CITIC Securities
Custodian: China CITIC Bank

Investment Portfolio

Investment Manager

Risk-Return Level

Standardized Harvest portfolio

Harvest Fund

Steady return and medium risk

Standardized China Merchants portfolio

China Merchants Fund

Standardized China AMC portfolio

China AMC

Standardized Bosera portfolio

Bosera Fund

Standardized Taikang portfolio

Taikang AMC

Standardized CITIC portfolio

CITIC Securities

Bosera bond portfolio

Bosera Fund

Medium return and low risk

China Merchants currency portfolio

China Merchants Fund

Steady return and low risk

China Merchants savings portfolio

China Merchants Fund

Steady return and low risk



Note:
All the contents stated above are for your reference only. Please consult the local branch of China Merchants Bank for further information. China Merchants Bank reserves the ultimate right of interpretation for the contents in this page.