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In this study, Financial Supervisory Commission, Executive Yuan, a substantial relaxation of mutual fund investing in China's securities market securities is limited to the development of the background to the case study method introduced for the case the first file in Taiwan China Fund denominated in foreign currency sales strategy analysis, and join questionnaire, visit the company two cases within the bank branch manager and manager of the company's future plans and then to understand the case and give advice.
The research process first introduced domestic investment trust companies and offshore funds industry, the status of agent institutions, followed by presentation of case research and development funds for the Chinese company's products and case company-depth analysis of China's future development, the final analysis, this case company marketing promotion, advertising Forum activity with the process of facing difficulties and challenges and the benefits, to synthesize the following conclusions:
(A) the company's first large-scale cases of Forum activities and instructor through the heavyweight team successfully created the professional image.
(B) through the news media group to promote cooperation, forum advertising, television and other publicity means Happy Valley, dense in the newspapers, television, Internet and other media exposure force for the case with the company's brand image strengthening effect.
(C) through the activities of the survey to understand investor confidence and market issues of concern, will help investors understand the idea of providing the products meet their needs.
(D) the success of marketing activities for sales distributors positive sales benefit, to create the case companies, distributors and investors, sales win-win situation.
(E) activities lead to the success of the industry follow suit, but the lack of Know-how can not be successfully copied, leaving more cases of a firm's market brand's position.
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