What are the business scopes of wealth management companies?

How to write the business scope of the wealth management company? Many friends of registered companies don't know how to write in order to standardize. In fact, it is not difficult to fill in the company's business scope. You can refer to excellent peer companies to write, and then combine your own products to make some changes! The following is the business scope of wealth management companies collected by Bian Xiao for your reference.

Template example 1

Business scope of financial management company: financial consulting service, intellectual property service, enterprise management consulting, engineering technology consulting service, information system integration service, information technology consulting service, financial information service, planning creative service, organizing cultural and artistic exchange activities, conference service, software development, advertising agency, design, production and release, enterprise project planning and advertising; Wholesale and retail of handicrafts, stationery, electronic products and copying equipment; Car rental service; Automobile driving service; Parking service; Used car trading; Acting as an annual inspection service for automobiles; Business information consultation; Investment and asset management; Investment consulting (excluding securities and futures); Accept the entrustment of financial institutions to engage in financial business process outsourcing services; Accept the entrustment of financial institutions to engage in financial knowledge process outsourcing services; Entrusted by financial institutions to engage in financial information technology outsourcing services; Invest in projects that are not prohibited or restricted by the state with its own funds. (If the above business scope involves licensed projects, it can only be operated after obtaining the permission of relevant departments. )

Template example 2

Business scope of financial management company: agency bookkeeping; Industrial and commercial registration agency services; Tax agent; Tax consulting services; Financial consultation; Trademark agency service; Other intellectual property agency services; Exhibition service, etiquette celebration service; Market survey (except social survey); Enterprise marketing planning; Enterprise management consulting; Design, produce, represent and publish all kinds of domestic advertisements; Corporate image planning; Domestic trade. (Projects subject to approval according to law can only be operated after approval by relevant departments)

Template example 3

Business scope of wealth management companies: general business projects include: investment consulting for pension projects; Provide management services for old-age care institutions; Planning of cultural activities for the elderly; Health care management consultation (excluding medical behavior); Enterprise management (excluding restricted items); Information consultation (excluding restricted items); Domestic trade. Licensed business projects include:

Template example 4

Business scope of financial management company: financial management, financial consulting, bookkeeping, business information consulting, enterprise management consulting and enterprise management services. Projects that must be approved according to law can only carry out business activities after being approved by the relevant departments.

Template example 5

Business scope of financial management company: bookkeeping agent (operating with valid license); Financial consultation; Enterprise registration agency; Enterprise management consulting; Enterprise marketing planning; Corporate brand planning; Marketing planning; Trademark agency service; Copyright agency service; Tax declaration agent; Graphic design; Educational information consultation (except for projects requiring pre-approval as stipulated by laws and administrative regulations); Exhibition service; Domestic advertising design and production; Investment consulting (the above scope does not include financial, securities and futures business consulting, and financial businesses such as financing deposits, financing guarantees and wealth management on behalf of customers shall not be engaged without the approval of financial and other regulatory authorities); Computer software and hardware development; Import and export of goods (only allowed by national laws and regulations and without pre-approval); Technology import and export (only allowed by national laws and regulations, without pre-approval); Sales: office supplies, daily necessities, stationery (excluding books, newspapers, electronic publications, audio-visual products), official seal engraving (operating with a valid license). (Projects subject to approval according to law can only be operated after approval by relevant departments)

Template example 6

Business scope of financial management company: enterprise bookkeeping, financial management consulting, enterprise industrial and commercial registration, enterprise tax agency, trademark registration agency, intellectual property agency, enterprise affairs agency, import and export right agency, enterprise marketing planning, financial consultant, enterprise management consulting, exhibition meeting and human resources consulting; Enterprise business, law, education, environmental assessment, e-commerce information consultation; Website development, computer software and hardware development; Financial software agency and sales; Sales of office supplies and electronic products. (Projects subject to approval according to law can only be operated after approval by relevant departments)

Template example 7

Business scope of financial management company: agency bookkeeping; Enterprise affairs agency

Template example 8

Business scope of financial management company: Licensed items: bookkeeping agent. (Projects subject to approval according to law can only be operated after approval by relevant departments. The specific business projects shall be subject to the approval documents or licenses of relevant departments. ) General items: registered agents of market entities; Financial consultation; Trademark agency; Tax service; Office supplies sales. (Except for projects subject to approval according to law, independent business activities shall be carried out according to law with the business license)

Template example 9

Business scope of financial management company: general business items include: bookkeeping agent; Enterprise registration agency; Website design; Enterprise management consulting; Investment consulting (excluding securities, insurance, funds, financial services and other restricted items); Invest in the establishment of industries (specific projects shall be declared separately); Domestic trade; Import and export of goods and technologies; Information consultation, economic information consultation, trade consultation, business information consultation, business information consultation. Comprehensive supervision and effective management of project construction funds, financial accounting and consultation of construction projects; Prepare final accounts of project completion on behalf of others; Acting as an engineering supervision agent; Financial supervision; Entrusted financial supervision; Financial due diligence (except for projects prohibited by laws, administrative regulations and the State Council and restricted projects that can be operated only after obtaining permission), the permitted business projects are:

Template example 10

Business scope of financial management company: financial management consulting, enterprise management consulting, legal information consulting and tax consulting; Acting tax declaration; Enterprise management services and trademark agency services; Financial software maintenance; Sales: office supplies. (Projects subject to approval according to law can only be operated after approval by relevant departments)

Template example 1 1

Business scope of financial management company: financial consulting services; Sales of building materials, auto parts, rubber and its products, office equipment.

Template example 12

Business scope of financial management company: agency bookkeeping; Financial management; Financial consultation; Enterprise management; Enterprise management consulting; Economic information consultation; Enterprise registration agency (except for projects that require pre-approval as stipulated by laws and regulations).

Template example 13

Business scope of financial management company: engaged in accounting agency bookkeeping business; Providing tax services; Enterprise management consulting; Investment consulting (unless otherwise stipulated by laws and regulations); Conference and exhibition services; Enterprise registration agency; Other legal services; Trade agent; Internet sales; Architectural decoration industry.

Template example 14

Business scope of financial management company: financial information consultation; Enterprise management; Investment information consultation (excluding securities, finance and futures); Tax agent. (Projects subject to approval according to law can only be operated after approval by relevant departments).

Template example 15

Business scope of financial management company: services: financial management consulting, trademark affairs agency, industrial and commercial affairs agency, copyright agency, domestic advertising design and production, graphic production, enterprise management consulting; Other legal projects that do not need approval.

Template example 16

Business scope of financial management company: bookkeeping, financial consulting, enterprise management consulting, intellectual property agency, business information consulting, corporate image planning, market information consulting and investigation (social investigation, social research, public opinion survey and opinion poll are not allowed), exhibition service, translation service, etiquette service, computer software development and maintenance, contract energy management service, creative service, talent consultation, legal consultation, ticketing agent and computer. Projects that are subject to approval according to law can only carry out business activities after being approved by relevant departments.

Template example 17

Business scope of financial management company: financial management, industrial and commercial registration, tax agency and intellectual property agency; Computer graphic design and production; Printing services; Design, production, agency and release of domestic advertisements. (Projects subject to approval according to law can only be operated after approval by relevant departments)

Template example 18

Business scope of financial management company: agency bookkeeping (only within the scope permitted by the agency bookkeeping license); Financial consultation; Tax agency and tax consultation; Education consultation and business information consultation (except futures, securities, finance and insurance); Enterprise industrial and commercial registration agency, enterprise management consulting, enterprise marketing planning; Exhibition service; Technical development and consultation in the fields of computer software and hardware and network information; Design, production, distribution and agency of domestic advertisements; Domestic trade (the above projects must be approved according to law, and business activities can only be carried out after approval by relevant departments) * *

Template example 19

Business scope of financial management company: financial management consulting; Enterprise management consulting; Cultural and educational information consultation; Human resource information consulting service and website construction; Enterprise registration agency; Trademark registration agency; Agency bookkeeping; Tax agent; Qualification declaration agent. (Projects subject to approval according to law can only be operated after approval by relevant departments)

Template example 20

Business scope of financial management company: 1, financial management (excluding agency bookkeeping, excluding securities, futures and other financial and consulting projects that must be licensed); 2. Investment management (excluding financial services such as deposits, loans, securities and futures); 3. Finance and taxation consultation (excluding securities, futures and other financial and consulting projects that must be licensed).

Template example 2 1

Business scope of financial management company: financial management, enterprise registration agency, accounting agency, bookkeeping agency, financial planning and environmental impact assessment; Trademark registration agent, patent application agent, qualification declaration agent, social security agent; Logo design, brand planning and promotion; Website development and operation; Educational consultation; Sales of accounting supplies and office supplies. (Projects subject to approval according to law can only be operated after approval by relevant departments)

Template example 22

Business scope of financial management company: other non-specific enterprise management services (excluding approval items); Engaged in accounting agency bookkeeping business; Retail of wine, beverage and tea in prepackaged foods (except frozen food); Market research; Business information consultation; Enterprise management consulting; Educational consultation (excluding education and training, study abroad agency, consultation and other projects subject to permission and approval); Other unspecified professional consulting services (except for projects that need to be approved by the license); Market management; Conference and exhibition services; Office services; Provide enterprise marketing planning services; Enterprise registration agency; Other unmarked business services (excluding projects that need to be approved by the license); Professional design services; Other services not listed (except for projects requiring permission and approval); Other unspecified professional and technical services (except for matters requiring permission and approval); Providing tax services; Stationery supplies wholesale; Other stationery wholesale; Wholesale of building materials; Clothing wholesale; Wholesale of hardware products; Wholesale of computers, software and auxiliary equipment.

Template example 23

Business scope of financial management company: corporate image design; Enterprise management consulting; Finance and tax consultation; Investment management consulting (excluding securities and futures investment consulting); (The above scope, except for projects prohibited by national laws and regulations and projects that can be operated only after approval).

Template example 24

Business scope of financial management companies: enterprise management consulting services; Corporate image planning services; Trade consulting services; Investment consulting services; Corporate financial consulting services; Market research services; Commodity information consulting service; Industrial and commercial registration agency services; Conference and exhibition services; Office services; Translation services; Company etiquette service; Social legal consultation; Legal document agent; Business consulting services; (Projects subject to approval according to law can only be operated after approval by relevant departments)

Template example 25

Business scope of financial management company: bookkeeping, financial management, enterprise management, finance and tax consulting, investment consulting, business information consulting, enterprise registration agency and trademark registration agency; Real estate marketing planning and intermediary services, website construction and maintenance, network technology development, indoor and outdoor decoration projects; Agency and consulting services for qualification certification; ; Legal information consultation, educational information consultation and intellectual property agency; Construction engineering consulting and services; High-level enterprise declaration agency and consulting services; Communication technology services; Sales of communication products and office supplies (projects subject to approval according to law can only be carried out after approval by relevant departments)

Template example 26

Business scope of financial management company: providing tax services; Enterprise registration agency; Intellectual property services (excluding patent affairs); Enterprise management consulting; Engaged in accounting agency bookkeeping business; Other services not listed (except for projects requiring permission and approval); Stationery supplies wholesale; Other stationery wholesale; Other wholesale industries not listed (excluding business projects that need to be approved by the license); Stationery supplies retail; Retail of other stationery; Internet sales; Trade agent.

Template example 27

Business scope of financial management company: financial agency, enterprise registration, registration, capital verification, audit, annual inspection, capital increase and change, account settlement, tax declaration, asset evaluation, project cost audit, real estate evaluation, trademark registration and patent application, environmental impact assessment, building qualification, seal engraving (chip anti-counterfeiting). (Projects subject to approval according to law can only be operated after approval by relevant departments)

Template example 28

Business scope of financial management company: engaged in accounting agency bookkeeping business; Providing tax services; Enterprise registration agency; Enterprise management consulting; Business information consultation; Other Internet services (except those that need to be approved by the license); Software development; Information system integration service; Information technology consulting services; Data processing and storage services; Integrated circuit design; Digital content service; Call center (excluding items requiring permission and approval).

Template example 29

Business scope of financial management company: financial consultation; Development of computer software and hardware; Enterprise management information consultation; Enterprise management information consultation, enterprise investment information consultation (excluding finance, securities and futures), and house brokerage; Enterprise registration agency service. (Projects subject to approval according to law can only be operated after approval by relevant departments).

Template example 30

Business scope of financial management company: financial management; Finance and taxation information consultation and audit consultation; Educational information consultation; Business information consultation; Industrial and commercial registration agency; Computer software design and development; Network development; Website operation; Graphic design; Domestic advertising design; Agency bookkeeping. (Projects subject to approval according to law can only be operated after approval by relevant departments)

Template example 3 1

Business scope of financial management company: engaged in accounting agency bookkeeping business; Providing tax services; Enterprise management consulting; Enterprise registration agency; Information technology consulting services; Software development; Other information technology service industries not listed (except for projects requiring permission and approval); Conference and exhibition services; Other unspecified professional and technical services (except for matters requiring permission and approval); Provide enterprise marketing planning services; Other enterprise management services not listed (excluding approval items); Other unmarked business services (excluding projects that need to be approved by the license); Social and economic consultation (excluding financial business consultation); Other unspecified professional consulting services (except for projects that need to be approved by the license); Office services; Educational consultation (excluding education and training, study abroad agency, consultation and other projects subject to permission and approval); Business information consultation; Entrusted to provide bankruptcy liquidation services for enterprises within the scope permitted by laws and regulations; Enterprise value evaluation; Other unspecified assessments; Consulting business related to evaluation.

Template example 32

Business scope of financial management company: services: financial management, financial consulting, investment management, investment consulting (except securities and futures), enterprise management consulting, business information consulting (except intermediary), industrial and commercial affairs agency, undertaking exhibitions, etiquette services and planning cultural and artistic activities.

Template example 33

Business scope of financial management company: financial management consulting (excluding financial, securities and futures investment consulting); Agency bookkeeping; Agency business registration. (Projects subject to approval according to law can only be operated after approval by relevant departments)

Template example 34

Business scope of financial management company: licensed business items: bookkeeping agent; General business items: enterprise registration agency; Financial consultation; Economic information consultation; Labor information consultation; Computer graphic design and production; Design, produce, represent and publish domestic advertising business. (If the above scope needs to be operated with a license, it must be operated with a license).

Template example 35

Business scope of financial management company: bookkeeping service and tax declaration service; Enterprise management services, trademark agency and license agency services, audit services, conference and exhibition services, design, production, agency and release of various domestic advertisements; Educational information consulting service; Computer software sales and maintenance; Office supplies, network equipment sales. (Projects subject to approval according to law can only be operated after approval by relevant departments)

Template example 36

Business scope of financial management company: enterprise registration agent; Agency bookkeeping (limited to operating within the scope permitted by the agency bookkeeping license); Tax agency and consultation; Intellectual property agency services; Financial consultation; Domestic trade; Enterprise marketing planning; Enterprise management consulting; Design, production, distribution and agency of domestic advertisements; Investment management (except futures, securities, finance and insurance) (the above items must be approved according to law before business activities can be carried out) * *

Template example 37

The business scope of the wealth management company: opening accounts and setting up institutions as agents; Enterprise accounting agency; Acting for industrial and commercial registration, enterprise company registration and change; Tax consulting and planning services. (Projects subject to approval according to law can only be operated after approval by relevant departments)

Template example 38

Business scope of financial management company: financial management consulting, bookkeeping agency, financial consulting, tax consulting, tax agency and enterprise registration agency; Leasing and business services

Template example 39

Business scope of financial management company: engaged in accounting agency bookkeeping business; Providing tax services; Business information consultation; Enterprise management consulting; Educational consultation (excluding education and training, study abroad agency, consultation and other projects subject to permission and approval); Social and economic consultation (excluding financial business consultation); Intellectual property services (excluding patent affairs); Other human resources services (excluding items requiring permission and approval); Consulting business related to evaluation; Asset evaluation; Enterprise registration agency; Bidding agent.

Template example 40

The business scope of the financial management company: the general business items are: the development and sales of computer software and information system software; Information system design, integration and technical maintenance; Information technology consulting, technology transfer and technical services; Project investment; Corporate image planning and design; Engaged in advertising business; Sales of electronic products, office supplies, daily necessities, craft gifts, electrical products, machinery and equipment, clothing, shoes and hats, household items, furniture, software, communication equipment (excluding terrestrial satellite receiving equipment) and computer accessories; Operating import and export business; E-commerce information consulting services (excluding Internet access services and value-added telecommunications services). Licensed business projects include:

Template Example 4 1

Business scope of financial management company: tax consultation; Tax planning, agency bookkeeping (the scope approved by valid license); Enterprise management consulting; Talent intermediary service (the business scope and validity period shall be subject to the valid license); Business information consultation (excluding securities and investment consultation); Sales: electrical equipment, mechanical equipment, furniture, electronic products.

Template example 42

Business scope of financial management company: services: financial management consulting, investment management (excluding securities and futures), investment consulting (excluding securities and futures), economic information consulting (excluding securities and futures and commodity intermediary), enterprise management consulting and real estate intermediary; Wholesale and retail: hardware, building materials, mechanical and electrical equipment (except automobiles), daily necessities and clothing; Other legal projects that do not need approval.

Template example 43

Business scope of financial management company: services: agency bookkeeping, industrial and commercial affairs agency, financial management consulting, graphic design, advertising design, registered trademark agency, investment management (financial services such as financing deposit, financing guarantee and wealth management on behalf of customers are not allowed without the approval of financial and other regulatory authorities), educational information consulting (except for studying abroad and consulting), enterprise management consulting, economic information consulting (except for commodity agents) and corporate image design. Other legal projects that do not need approval. (Projects subject to approval according to law can only be operated after approval by relevant departments)

Template example 44

Business scope of financial management company: engaged in accounting agency bookkeeping business; Providing tax services; Business information consultation; Enterprise management consulting; Investment consulting (unless otherwise stipulated by laws and regulations); Enterprise registration agency; Provide enterprise marketing planning services; Passenger ticketing agent; Design, production, agency and release of advertisements; Professional design services; Other unmarked business services (excluding projects that need to be approved by the license); Intellectual property services (excluding patent agency affairs).

Template example 45

Business scope of financial management company: financial management consulting; Providing entrepreneurial management services for entrepreneurial enterprises; Participate in the establishment of venture capital enterprises and venture capital management consultants; Acting as an agent for the venture capital business of other venture capital enterprises and other institutions or individuals; Venture capital consulting business; Enterprise registration agency service; Business information consultation, business information consultation, enterprise management consultation (excluding talent intermediary services), corporate image planning, market research, market information consultation, marketing planning, conference service, public relations planning, exhibition planning, undertaking approved business and cultural exchange activities, investment information consultation (not allowed to engage in trust, financial asset management, securities asset management and other businesses), investment project planning, and economic information consultation; Operating e-commerce; Database service, database management.

Template example 46

Business scope of financial management company: engaged in accounting agency bookkeeping business; Providing tax services; Enterprise registration agency; Business information consultation; Enterprise management consulting; Design, production, agency and release of advertisements; Investment in primary industry, secondary industry and tertiary industry (unless otherwise stipulated by laws and regulations); Office services; Conference and exhibition services; Planning of cultural and artistic activities; Trade agent; Internet sales; Wholesale of computers, software and auxiliary equipment; Other enterprise management services not listed (excluding approved items).

Template example 47

Business scope of financial management company: financial management, enterprise registration agency, fiscal and taxation consulting and services, accounting agency, enterprise management consulting, investment consulting (excluding securities and futures), website construction and network technical services; Wholesale and retail: clothing, shoes and hats, electronic products, office equipment, household appliances, mechanical equipment, Wujinjiaodian, building materials, daily necessities, computer software and hardware; Agency bookkeeping.

Template example 48

Business scope of financial management company: financial management consulting service, business consulting service, economic information service, cultural and artistic information service, network engineering technical service, graphic design, construction engineering consulting service, environmental protection engineering consulting service and enterprise registration agency; Talent recommendation, talent recruitment, talent training, talent evaluation, human resource outsourcing, business process outsourcing, talent intermediary services; Agency bookkeeping business; Celebration planning; Corporate image planning; Conference services; Design, produce, represent and publish all kinds of domestic advertisements; Collecting, sorting, storing, publishing and consulting services of talent supply and demand information; Etiquette service; Market research; Office supplies sales; Economic information consultation. (Projects subject to approval according to law can only be operated after approval by relevant departments)

Template example 49

Business scope of financial management company: property management; Enterprise management and information consultation; Industrial and commercial registration agency; Tax agent; Accounting agent bookkeeping; Intellectual property affairs department; Maker space management; Zhongchuang space management; Brand management; Talent consultation; Marketing planning; Housing rental service; Cultural and artistic activities exchange planning; Wholesale and retail of office supplies, clothing and home textiles. (Projects subject to approval according to law can only be operated after approval by relevant departments)

Template example 50

Business scope of financial management company: agency bookkeeping; Tax registration agent; Industrial and commercial registration agent. (Projects subject to approval according to law can only be operated after approval by relevant departments)