Ⅰ.Entry Requirements for Marketing Agents

Ⅰ.市场营销代理商准入条件

1.1 The company must have independent legal personality, a registered capital of at least 1 million yuan, and have been established for more than 1 year. Additionally, it should have a fixed place of business.

公司具有独立法人资格，注册资本100万以上，成立时间超过1年；有固定的营业场所。

1.2 The company should have a track record of project cooperation or successful cases in related fields such as financial technology/services, investment promotion, legal services, fiscal and tax rating, think tank consulting, and financial training.

公司在金融科技/服务、投资推广、法律服务、财税评级、智库咨询和金融培训等相关领域有项目合作或成功案例。

1.3 The company should have a track record of project cooperation or successful cases in related fields such as financial technology/services, investment promotion, legal services, fiscal and tax rating, think tank consulting, and financial training.

公司有良好的经营管理能力，丰富企业客户服务经验；拥有具备一定专业水平的市场策划、销售及运营团队，公司员工人数不得少于10人。特别情况另行讨论。

1.4 There should be no record of breach of trust or punishment by regulatory departments/administrative authorities. The company should not have any outstanding debts or any cases of non-payment/non-compliance with legally binding judgments/administrative penalties.

不存在失信记录，和监管部门/行政机关处罚记录。不存在任何未履行债务及任何未按照已生效的司法判决/行政处罚支付/缴纳相关款项的情况。

1.5 The company should have a positive image and reputation, along with a clear motivation and desire for cooperation. It should be willing to collaborate with UDF to promote cross-border financial service interconnection for institutional customers and facilitate trade and investment.

公司具有良好的形象和信誉，有明确的合作动力和诉求。愿意与UDF共同促进机构客户跨境金融服务互联互通，促进贸易便利化、投融资便利化。

1.6 The company should have a minimum of 1 year of experience working in the advertising industry or financial investment banking field.

在广告行业领域内、或金融投行领域内的从业时间不低于1年。

Click to download》》》Entry Requirements for Marketing Agents.docx

点击下载》》》UDF市场营销代理商准入条件.docx 

Ⅱ.Marketing Agent Application Process

Ⅱ.市场营销代理商申请流程

2.1 Submission of Application  

   提交申请

 Applicants (companies) are required to submit the following application materials through the application channel on the UDF official website or via the company mailbox bd@u-sharing.com:

  1. Completed application form (see attachment for details);

  2. Scanned copy of the business license ;

  3. Company profile;

  4. Project cooperation or successful case introduction (if applicable ) in the fields of financial services, investment promotion, legal services, fiscal and tax rating, think tank consulting, financial training, industrial services, etc.

申请人（公司）通过UDF官网申请通道/公司邮箱bd@u-sharing.com提供如下申请资料：

 1、申请表单（详见附件）；

 2、营业执照副本（扫描件）；

 3、公司简介；

 4、公司参与金融服务、投资推广、法律服务、财税评级、智库咨询、金融培训、产业服务等领域的项目合作或成功案例介绍（如有）。

2.2 Qualification Review  

   资质审核

The UDF platform will conduct verification of the information and materials submitted by the applicant.

For the application meeting the entry criteria, the UDF platform willorganize a video meeting within 7 working days after the applicant application is submitted.During the meeting, relevant information will be communicated and verified, and discussions regarding marketing agency-related matters will take place..

Applications that do not meet the entry criteria will not be accepted.

UDF平台将对申请人提交的相关信息和材料进行核实。

对符合准入标准的申请，UDF平台在申请人提交申请后7个工作日内，组织视频见面会议，沟通核实相关信息，洽谈市场营销代理相关事宜。

对不符合准入标准的申请，则不予受理。

2.3 sign the agency agreement  

   签署代理协议

After the applicant passes the agent qualification review of the UDF platform, the UDF platform will notify the applicant to sign the Marketing Agency Agreement by email.

申请人通过UDF平台代理商资质审核后，UDF平台将邮件通知申请人签署《市场营销代理协议》。

Click to download》》》Marketing Agent Application Process.docx

点击下载》》》UDF市场营销代理商申请流程.docx 

Ⅲ.Marketing Agent Application Way

Ⅲ.UDF市场营销代理商申请方式

3.1 Online filling

   在线填写

Click Here Submit Now

点击此处 立即提交

3.2 Download and fill in

   下载填写

Click to download》》》UDF Marketing Agent Application Form.docx

点击下载》》》UDF市场营销代理商申请表.docx