“金葵花”理财规划书.doc

“金葵花”理财规划书
"Golden sunflower" financial planning book
"Golden sunflower" financial planning book is the tangible product of China Merchants Bank financial planning service”. It is based on the basic information provided by customers, considering the customer's cash flow, assets, financial goals and reasonable economic expectations. It provides only general financial guidance to customers, and can not replace other professional analysis reports. The use of financial planning data mostly from the reality of the situation, but the future is unpredictable, part of the data is still not completely from the actual bank using the following two methods in financial planning to obtain this kind of data: according to the historical data to make assumptions: and to assume their own situation to customer. Since the adoption of these data will have an important impact on customer financial management, so customers in the future implementation of the planning process needs to be adjusted in a timely manner. The following are the basic principles of planning and the assumptions involved.
Financial planning principle of cash flow analysis based on Calculation of the cash flow to achieve financial goals, the "cash flow requirement”; considering the sources of funds to the corresponding investment and financing tool, calculated the "cash flow chart of supply”; financial consultant to assist c