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What does an investment consultant of a trust company do?
According to the Interim Provisions on Securities Investment Consulting Business, securities investment consulting business is the basic form of securities investment consulting business, which refers to the business activities in which securities companies and securities investment consulting institutions accept clients' entrustment to provide clients with investment consulting services related to securities and securities-related products, assist clients in making investment decisions, and directly or indirectly obtain economic benefits. Investment consulting services include the selection of investment varieties, investment portfolio and financial planning suggestions. Investment consultants are practitioners engaged in securities investment consulting business.
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