Ⅰ.Entry Requirements for Marketing Agents
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.
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.
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.
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.
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.
1.6 The company should have a minimum of 1 year of experience working in the advertising industry or financial investment banking field.
Click to download》》》Entry Requirements for Marketing Agents.docx
Ⅱ.Marketing Agent Application Process
2.1 Submission of Application
Applicants (companies) are required to submit the following application materials through the application channel on the UDF official website or via the company mailbox email@example.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.
2.2 Qualification Review
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.
2.3 sign the agency agreement
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.
Click to download》》》Marketing Agent Application Process.docx
Ⅲ.Marketing Agent Application Way
3.1 Online filling
Click Here Submit Now
3.2 Download and fill in
Click to download》》》UDF Marketing Agent Application Form.docx