The general process of the fund product roadshow 5

The process of the online roadshow is roughly as follows:

1) Select Roadshow**.

When choosing, listed companies should talk about strictly following the relevant standards stipulated by the China Securities Regulatory Commission, and in terms of platform requirements, at least the ability to conduct live video and text live broadcasts is required, and at the same time, it is also necessary to ensure smooth Internet access and good technical service means and security guarantees.

2) Publish a roadshow announcement.

In accordance with the regulations of the China Securities Regulatory Commission, the announcement of the new share issuing company on conducting online live promotion activities will be published in the same newspaper as the summary of its prospectus (or letter of intent), and will be published on the same day as the designated exchange to be listed. In addition to publishing roadshow announcements in designated information disclosure publications and designations, ** that provides roadshow services to an issuer should also issue roadshow announcements for the issuer in a timely manner.

3) Present background material.

The background materials of the listed company should include prospectuses, roadshow guest introductions and other materials.

4) Design a questionnaire.

The questionnaire is designed into the format of the bidding inquiry, and through the online mutual visit survey, we can understand the real views of investors on the development situation, and use the online inquiry results as an auxiliary reference for future pricing.

5) Make on-site presentations.

On-site promotion means that the roadshow guests have to communicate with investors. According to the regulations of the China Securities Regulatory Commission, when conducting online promotion, the chairman, general manager, financial director, secretary of the board of directors and the project leader of the lead underwriter of the new share issuing company must attend the company's live promotion activities.

6) Organize the content of the roadshow.

After the on-site promotion is completed, the content of the webcast should be electronically submitted to the China Securities Regulatory Commission and the ** exchange to be listed, and archived for future reference.

Private equity stores will answer for you:

Private equity roadshow refers to a way to give speeches, demonstrate private equity products, promote private equity concepts, and promote your own private equity companies, private equity investment research, private equity products and ideas to others in public places (online and offline).

A roadshow was originally a widely used international issuance promotion method, which refers to the promotion activities of the issuer to institutional investors before the issuance in the primary market with the help of investment bankers or payment commitment providers. It is an important means of promotion and publicity to promote the successful issuance of the first under the condition of full communication between the investment and financing parties, and promote the communication and exchange between investors and the first issuer, so as to ensure the smooth issuance of the first and help to improve the potential value. The roadshow can promote communication and exchanges between investors and private equity managers, so as to ensure the smooth fundraising of private placements.

A private equity roadshow is a private equity manager arranges market personnel or investment research personnel to explain products to channel customers or high-net-worth customers, mainly on the company, investment research, managers, products, investment strategies and markets face-to-face communication with customers, and answer customers' related questions.

The main role is to let customers know more about the company, better understand the product, and better understand the best manager, so that the customer can more believe that the private equity manager can bring them benefits, so that they are willing to hand over the money to the manager for management.

Roadshow: Roadshow is a widely used international issuance promotion method, which refers to the promotion activities for institutional investors before the issuance of the issuer, and is an important means of promotion and publicity to promote the successful issuance under the condition of full communication between the investment and financing parties, and promotes the communication and exchange between investors and the issuer to ensure the smooth issuance.

Introduction: The original meaning of the roadshow is translated from English roadshow, is a widely used international issuance promotion method, refers to the issuer's promotion activities for institutional investors before the issuance, and is an important means of promotion and publicity to promote the successful issuance under the condition of full communication between the investment and financing parties. With the help of investment bankers or payment pledgers, in the primary market, in order to help increase the potential value is called a roadshow.

The purpose of the roadshow: to promote communication and exchange between investors and issuers to ensure the smooth issuance of the first issue.