摘要
本文主要分析《投教基地投资者教育服务规范》(T/CFSCC 001—2023)的编制背景与意义,重点解读其适用范围、术语和定义及标准要求,并结合北京基金小镇投资者教育基地实际进行案例分析。本文将为清晰地理解和把握该标准,以及标准的贯彻实施提供一定参考,为投教基地的建设与运营提供指导。
This paper mainly analyzes the development background and significance of T/CFSCC 001-2023,Specification of investor education service for investment and education base,with a focus on interpreting its scope of application,terminology,definitions,and standards requirements.A case study is conducted based on the actual situation of the Beijing Fund Town Investor Education Base.This paper will provide some reference for a clear understanding and the implementation of the standard,and provide guidance for the construction and operation of investment and education bases.
作者
张舰
顾颖
杨晨茁
邱蕾
张玉婷
常丽艳
ZHANG Jian;GU Ying;YANG Chen-zhuo;QIU Lei;ZHANG Yu-ting;CHANG Li-yan(Beijing Fund Town Holding Co.,Ltd.;Beijing Fangshan District Fund Town Development Promotion Center;Beijing Zhengheshan Standardization Consulting Office L.P.)
出处
《中国标准化》
2024年第17期185-188,共4页
China Standardization
基金
国家级服务业标准化示范项目“北京基金小镇基金机构服务标准化示范项目”资助。
关键词
投资者教育
投教基地
标准
investor education
investment and education bases
standardization
