How to write the business scope of an investment advisory company? Many friends who register a company don’t know how to write it in a standardized way. In fact, it is not difficult to fill in the company’s business scope. We can refer to excellent peer companies to write it, and then make modifications based on the products we operate! The following is the business scope of investment advisory companies collected by the editor for everyone, some are brief and some are rich, for reference only.
Template Example 1
Business scope of investment consulting company: investment consulting; investment management; intermediary services for self-financed study abroad; family labor services; business management consulting; economic and trade consulting; real estate information consulting ; Economic and trade consulting; corporate image planning; organizing cultural and artistic exchange activities; hosting exhibitions and displays; conference services; educational consulting; import and export of goods, technology import and export, agency import and export; sales of jewelry, electric bicycles, and daily necessities. (“1. Without the approval of relevant departments, funds may not be raised in a public manner; 2. Securities products and financial derivatives trading activities shall not be carried out publicly; 3. Loans shall not be granted; 4. Funds shall not be provided to other enterprises other than the invested enterprises. Guarantee; 5. Investors shall not be allowed to promise that the investment principal will not be lost or promise minimum returns." Enterprises shall independently select business projects and carry out business activities in accordance with the law; projects that are subject to approval in accordance with the law shall carry out operations in accordance with the approved content after approval by the relevant departments. Activities; shall not engage in business activities that are prohibited or restricted by this city’s industrial policies)
Template Example 2
The business scope of an investment consulting company: investment consulting; economic and trade consulting; business management. Consulting; investment management; computer graphic design and production; design, production, agency, and advertising; typing and copying services; conference and exhibition services; organizing cultural and artistic exchange activities (excluding performances); sales of clothing, shoes, hats, and chemical products (excluding hazardous chemicals), daily necessities, electronic products, handicrafts, computers, software and auxiliary equipment, mechanical equipment, stationery, Class I medical equipment, sporting goods; office space for rent. (“1. Without the approval of relevant departments, funds may not be raised in a public manner; 2. Securities products and financial derivatives trading activities shall not be carried out publicly; 3. Loans shall not be granted; 4. Funds shall not be provided to other enterprises other than the invested enterprises. Guarantee; 5. Investors shall not be allowed to promise that the investment principal will not be lost or promise minimum returns." Enterprises shall independently select business projects and carry out business activities in accordance with the law; projects that are subject to approval in accordance with the law shall carry out operations in accordance with the approved content after approval by the relevant departments. Activities; shall not engage in business activities that are prohibited or restricted by this city’s industrial policies)
Template Example 3
Business scope of an investment consulting company: investment consulting; financial consulting (no auditing is allowed. , capital verification, auditing, evaluation, accounting consulting, accounting agency and other businesses that require special approval, no corresponding written materials such as audit reports, capital verification reports, audit reports, and evaluation reports shall be issued); enterprise management consulting; economic and trade. Consulting; conference services; hosting exhibitions and display activities; market research. (Projects that require approval according to law shall carry out business activities in accordance with the approved content after approval by relevant departments.)
Template Example 4
Business scope of investment consulting company: investment consulting, information consulting (excluding intermediary services); marketing planning; conference services, organization of cultural exchange activities; sales of electronic products and building materials.
Template Example 5
The business scope of an investment consulting company: corporate management consulting (excluding talent agency services); corporate image planning; investment consulting (excluding securities, futures, insurance and others) Financial business); accounting agency; intellectual property agency; information technology consulting (excluding restricted items); domestic trade. (Except for projects prohibited by laws and administrative regulations; projects restricted by laws and administrative regulations must obtain permission before operating)
Template Example 6
Business scope of investment consulting company: agency accounting ; Financial consultant; Financial consulting (not including auditing, capital verification, accounting, evaluation, accounting consulting and other services that require special approval, no corresponding written materials such as audit reports, capital verification reports, audit reports, evaluation reports, etc. shall be issued); investment consulting ; Economic and trade consulting; business management consulting; conference services; tax services; tax consulting; accounting business consulting; business planning.
(“1. Without the approval of relevant departments, funds may not be raised in a public manner; 2. Securities products and financial derivatives trading activities shall not be carried out publicly; 3. Loans shall not be granted; 4. Funds shall not be provided to other enterprises other than the invested enterprises. Guarantee; 5. Investors shall not be allowed to promise that the investment principal will not be lost or that the minimum return will be guaranteed. "Projects that are subject to approval in accordance with the law shall carry out business activities in accordance with the approved content after approval by the relevant departments.)
Template Example 7
The business scope of an investment consulting company: investment consulting, business management consulting; investment management; asset management; project cost consulting; technical services, technology promotion; conference services, and hosting of exhibitions and display activities. (“1. Without the approval of relevant departments, funds may not be raised in a public manner; 2. Securities products and financial derivatives trading activities shall not be carried out publicly; 3. Loans shall not be granted; 4. Funds shall not be provided to other enterprises other than the invested enterprises. Guarantee; 5. Investors shall not be allowed to promise that the investment principal will not be lost or promise minimum returns." Enterprises shall independently select business projects and carry out business activities in accordance with the law; projects that are subject to approval in accordance with the law shall carry out operations in accordance with the approved content after approval by the relevant departments. Activities; shall not engage in business activities that are prohibited or restricted by this city’s industrial policies)
Template Example 8
Business scope of investment advisory companies: investment consulting; investment management; asset management; Business management consulting; business planning; labor dispatch; market research; organizing cultural and artistic exchange activities (excluding performances); conference services; design, production, agency, and advertising; sales of computers, software and auxiliary equipment, communication equipment, handicrafts, and stationery Supplies, clothing, cosmetics, daily necessities. (Projects that require approval according to law shall carry out business activities in accordance with the approved content after approval by relevant departments.)
Template Example 9
Business scope of investment consulting company: investment consulting services; fine arts Pattern design services; commodity retail trade (except licensed products); business management consulting services; product information consulting services; commodity wholesale trade (except licensed products); retail of medical supplies and equipment (excluding drugs and medical devices); Providing professional cleaning, disinfection and sterilization for medical devices, equipment, medical and hygienic materials and supplies; medical equipment maintenance; medical equipment rental services; pre-packaged food wholesale; pre-packaged food retail (items subject to approval according to law, subject to approval by relevant departments Business activities can only be carried out after the completion of business activities)
Template Example 10
The business scope of investment consulting companies: investment consulting, economic information consulting, corporate management consulting (excluding securities consulting, talent intermediary services and others restricted items).
Template Example 11
The business scope of an investment consulting company: corporate investment consulting services (the business scope does not include items prohibited or required to be licensed by laws, administrative regulations and decisions of the State Council); computer systems Maintenance services; sales: computer software; domestic commerce, material supply and marketing industry (no shopping malls; excluding items prohibited by laws, administrative regulations and decisions of the State Council or subject to permission).
Template Example 12
Business scope of investment consulting company: real estate information consulting, real estate brokerage. (Except for projects that require approval before registration according to laws, administrative regulations, and decisions of the State Council)
Template Example 13
Business scope of an investment advisory company: enterprise management; investment consulting; enterprise management Consulting; business planning; economic and trade consulting; conference and exhibition services; market research. (Enterprises can independently select business projects and carry out business activities in accordance with the law; projects that require approval according to law shall carry out business activities in accordance with the approved content after approval by relevant departments; they are not allowed to engage in business activities that are prohibited or restricted by the city’s industrial policies.)
Template Example 14
The business scope of an investment consulting company: investment consulting; business management consulting; market research; economic and trade consulting; conference and exhibition services; market research. (“1. Without the approval of relevant departments, funds may not be raised in a public manner; 2. Securities products and financial derivatives trading activities shall not be carried out publicly; 3. Loans shall not be granted; 4. Funds shall not be provided to other enterprises other than the invested enterprises. Guarantee; 5. Investors shall not be allowed to promise that the investment principal will not be lost or promise minimum returns." Enterprises shall independently select business projects and carry out business activities in accordance with the law; projects that are subject to approval in accordance with the law shall carry out operations in accordance with the approved content after approval by the relevant departments. Activities; shall not engage in business activities that are prohibited or restricted by this city’s industrial policies.
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Template Example 15
The business scope of an investment consulting company: investment consulting; investment management; business management consulting; business planning; organizing cultural and artistic exchange activities (excluding performances); technology promotion Services; economic and trade consulting; design, production, agency, advertising; conference and exhibition services; market research; sales of electronic products, metal materials, computers, software and auxiliary equipment; leasing of commercial buildings; Internet information services; property management; agency Accounting; talent agency services; publication retail. (“1. Without the approval of relevant departments, funds may not be raised in a public manner; 2. Securities products and financial derivatives trading activities shall not be carried out publicly; 3. Loans shall not be granted; 4. Funds shall not be provided to other enterprises other than the invested enterprises. Guarantee; 5. "It shall not promise investors that the investment principal will not be lost or promise minimum returns"; enterprises can independently choose business projects and carry out business activities in accordance with the law; agency accounting, Internet information services and projects that require approval in accordance with the law must be approved by the relevant departments. After approval, business activities shall be carried out in accordance with the approved contents; business activities prohibited or restricted by the city’s industrial policies shall not be allowed)
Template Example 16
Business scope of investment consulting company: investment. Consulting; technology promotion services; corporate image planning; organizing cultural and artistic exchange activities (excluding performances); hosting exhibitions and display activities; technology import and export; home decoration; catering management; sales of building materials; interior decoration engineering design. (“1. Without the approval of relevant departments, funds may not be raised in a public manner; 2. Securities products and financial derivatives trading activities shall not be carried out publicly; 3. Loans shall not be granted; 4. Funds shall not be provided to other enterprises other than the invested enterprises. Guarantee; 5. Investors shall not be allowed to promise that the investment principal will not be lost or promise minimum returns." Enterprises shall independently select business projects and carry out business activities in accordance with the law; projects that are subject to approval in accordance with the law shall carry out operations in accordance with the approved content after approval by the relevant departments. Activities; shall not engage in business activities that are prohibited or restricted by the city’s industrial policies)
Template Example 17
Business scope of investment consulting company: investment consulting; business information consulting; enterprise management. Consulting; technology development, technical consulting, technical services, technology promotion, technology transfer; computer system services; data processing (except bank card centers in data processing and cloud computing data centers with pue values ??above 1.5); computer maintenance; basic software Services; design, production, agency, advertising; sales of computers, software and auxiliary equipment, communication equipment, radio and television equipment, and metal products. (“1. Without the approval of relevant departments, funds may not be raised in a public manner; 2. Securities products and financial derivatives trading activities shall not be carried out publicly; 3. Loans shall not be granted; 4. Funds shall not be provided to other enterprises other than the invested enterprises. Guarantee; 5. Investors shall not be allowed to promise that the investment principal will not be lost or promise minimum returns." Enterprises shall independently select business projects and carry out business activities in accordance with the law; projects that are subject to approval in accordance with the law shall carry out operations in accordance with the approved content after approval by the relevant departments. Activities; shall not engage in business activities that are prohibited or restricted by this city’s industrial policies)
Template Example 18
Business scope of investment consulting company: business management; tax consulting; corporate**. *Relationship services; trademark agency; copyright trade; technology promotion services; economic and trade consulting; corporate management consulting; corporate planning; organizing cultural and artistic exchange activities (excluding performances); conference services; financial consulting (auditing, capital verification, accounting, Businesses that require special approval, such as valuation, accounting consulting, and agency accounting, shall not issue corresponding written materials such as audit reports, capital verification reports, audit reports, and evaluation reports). (Enterprises can independently select business projects and carry out business activities in accordance with the law; projects that require approval according to law shall carry out business activities in accordance with the approved content after approval by relevant departments; they are not allowed to engage in business activities that are prohibited or restricted by the city’s industrial policies.
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Template Example 19
The business scope of an investment consulting company: business management consulting; market research; business planning; literary and artistic creation; photography and printing services; medical research and experimental development; health consulting ( Except for diagnostic and treatment activities subject to approval); education consulting (excluding intermediary services); business management; economic information consulting; animation design; film and television planning; exhibition hosting; conference services; technology development, technology transfer; computer graphic design and production ; Marketing planning; design, production, agency, advertising; leasing commercial buildings; renting office spaces; warehousing services; property management; catering management; sales of daily necessities, sporting goods, computers, software and auxiliary equipment; dance technology training, musical instruments Technical training (the above training is not open to nationwide enrollment); organizing cultural and artistic exchanges; housekeeping services (business activities that do not meet the general requirements for housekeeping services are not allowed); food business (only sells pre-packaged food); agency accounting. (Market entities independently select business projects and carry out business activities in accordance with the law; agency accounting. As well as projects that require approval in accordance with the law, business activities shall be carried out in accordance with the approved content after approval by relevant departments; they shall not engage in activities prohibited or restricted by national and municipal industrial policies. Project business activities.)
Template Example 20
The business scope of the investment consulting company: international economic, technology, and environmental information consulting (not study abroad, immigration, and labor agency services).
Template Example 21
The business scope of an investment consulting company: information consulting (excluding intermediary services); undertaking exhibitions and conference services; organizing cultural and artistic exchange activities (excluding performances). (Enterprises independently select business projects and carry out business activities in accordance with the law; projects that require approval according to law must be approved by relevant departments and carry out business activities in accordance with the approved content; they are not allowed to engage in business activities that are prohibited or restricted by the city’s industrial policies.)
Template Example 22
Business scope of investment consulting company: biotechnology promotion services; biotechnology development services; biotechnology consulting and exchange services; biotechnology transfer services; wholesale of cosmetics and sanitary products; cosmetics and sanitary products retail; cleaning and cleaning daily necessities retail; wooden, plastic, leather daily necessities retail; daily miscellaneous comprehensive retail; food science and technology research services; tea crops and beverage crops wholesale; investment consulting services; investment management services; commodity wholesale trade (Except goods subject to licensing approval); Retail trade of goods (Except goods subject to licensing approval); Import and export of goods (Except goods subject to exclusive control); Technology import and export; (Projects subject to approval according to law can only be operated after approval by relevant departments) Activities)
Template Example 23
Business scope of investment consulting company: business management consulting; business planning; market research; investment consulting; investment management; economic and trade consulting; education consulting; technology promotion ; Financial consulting (it is not allowed to carry out auditing, capital verification, accounting, evaluation, accounting consulting, agency accounting and other businesses that require special approval, and it is not allowed to issue corresponding audit reports, capital verification reports, audit reports, evaluation reports and other written materials); Organizational culture Art exchange activities (excluding chess and cards); hosting exhibitions and displays; conference services; retailing cultural supplies, computer software and auxiliary equipment, handicrafts, and sporting goods (excluding crossbows). (Enterprises can independently select business projects and carry out business activities in accordance with the law; projects that require approval according to law shall carry out business activities in accordance with the approved content after being approved by relevant departments; they are not allowed to engage in business activities that are prohibited or restricted by the industrial policy of the region.)
Template Example 24
The business scope of an investment consulting company: investment consulting; financial consulting (it is not allowed to carry out auditing, capital verification, accounting, evaluation, accounting consulting, agency accounting, etc. that require special approval business, shall not issue corresponding audit reports, capital verification reports, audit reports, evaluation reports and other written materials); business management consulting; market research; economic and trade consulting; conference services; hosting exhibitions and display activities. (Enterprises can independently select business projects and carry out business activities in accordance with the law; projects that require approval according to law shall carry out business activities in accordance with the approved content after approval by relevant departments; they are not allowed to engage in business activities that are prohibited or restricted by the city’s industrial policies.
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Template Example 25
The business scope of an investment consulting company: business management; business management consulting; financial consulting (auditing, capital verification, accounting, evaluation, accounting consulting, and agency recordkeeping are not allowed. Accounts and other businesses that require special approval are not allowed to issue corresponding audit reports, capital verification reports, audit reports, evaluation reports and other written materials); tax consulting; trademark agency; trademark transfer; business planning; market research; economic and trade consulting; meetings Services; design, production, agency, and advertising; organizing cultural and artistic exchange activities (excluding commercial performances); hosting exhibitions and display activities; public relations services; Internet information services. (Enterprises can independently select business projects and carry out business activities in accordance with the law; Internet information services and projects that require approval in accordance with the law shall carry out business activities in accordance with the approved content after being approved by relevant departments; they are not allowed to engage in business activities that are prohibited or restricted by the city’s industrial policies .)
Template Example 26
The business scope of an investment consulting company: investment consulting; financial consulting (auditing, capital verification, accounting, evaluation, accounting consulting, agency accounting, etc. are not allowed to be carried out, etc. For businesses subject to special approval, corresponding written materials such as audit reports, capital verification reports, accounting reports, and evaluation reports shall not be issued); economic and trade consulting; corporate management consulting; real estate information consulting; technology promotion services; basic software services; data processing (data). Except for bank card centers in processing and cloud computing data centers with pue values ??above 1.5); organizing cultural and artistic exchange activities (excluding performances); hosting exhibitions and display activities; designing, producing, acting as an agent, and publishing advertisements; translation services; market research ; Software development; computer system services; public relations services; hotel management; catering management; warehousing services; cleaning services (excluding tableware disinfection); ticketing agents; freight forwarding; car decoration; flower rentals; rental of construction machinery and equipment ; Rental of commercial buildings; property management; real estate development; marriage services (excluding foreign-related marriages); operation of sports events (excluding high-risk sports events); car rental (excluding passenger cars with more than nine seats); health management (subject to Except for approved diagnostic and treatment activities); motor vehicle parking lot services; intermediary services for self-funded study abroad; corporate credit reporting services; trademark agency; sales of building materials, Wujinjiaodian (excluding electric bicycles), metal materials, and electronic products , daily necessities, chemical products (excluding hazardous chemicals); construction project management; technology import and export, agency import and export, cargo import and export; air ticket sales agency; agency accounting; accommodation; Internet information services; official seal engraving; engineering Design; engineering survey; domestic tourism business, inbound tourism business. (“1. Without the approval of relevant departments, funds may not be raised in a public manner; 2. Securities products and financial derivatives trading activities shall not be carried out publicly; 3. Loans shall not be granted; 4. Funds shall not be provided to other enterprises other than the invested enterprises. Guarantee; 5. Investors shall not be allowed to promise that the investment principal will not be lost or promise minimum returns"; enterprises can independently select business projects and carry out business activities in accordance with the law; domestic tourism business, inbound tourism business, agency accounting, Internet information services, engraving Official seals, accommodation, engineering survey, engineering design and projects that require approval according to law shall be carried out in accordance with the approved content after approval by the relevant departments; business activities that are prohibited or restricted by the city’s industrial policies are not allowed)
Template Example 27
The business scope of an investment consulting company: investment consulting; financial consulting (it is not allowed to carry out auditing, capital verification, accounting, evaluation, accounting consulting, accounting agency and other businesses that require special approval, It is not allowed to issue corresponding audit reports, capital verification reports, audit reports, evaluation reports and other written materials); business management consulting; economic and trade consulting; conference services; hosting of exhibitions and display activities; market research. (For projects that require approval according to law, business activities will be carried out in accordance with the approved contents after approval by relevant departments.
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Template Example 28
Business scope of investment consulting company: cultural and art consulting services; marketing planning services; education consulting services; corporate image planning services; business management consulting services; trade consulting Services; planning and creative services; providing travel, transportation, accommodation, catering and other agency services to tourists (not involving travel agency business); conference and exhibition services; ticketing services; advertising industry; commodity wholesale trade (excluding licensed and approved goods); import of goods Export (except specialized products); computer technology development and technical services; commission agency; department store retail (except food retail); wholesale of textiles, knitwear and raw materials; software development; art tutoring services; dance tutoring services; music tutoring services; Research and development of network technology; vocational skills training (excluding vocational skills training projects that require license approval before operating); language training; commodity retail trade (except for license approval products); information technology consulting services; (required by law) Approved projects can only carry out business activities after approval by relevant departments)
Template Example 29
Business scope of investment consulting company: investment consulting; economic and trade consulting; business planning; business management consulting ; Market research; conference and exhibition services; trademark agency; copyright trade; copyright brokerage; accounting agency; patent agency. (“1. Without the approval of relevant departments, funds may not be raised in a public manner; 2. Securities products and financial derivatives trading activities shall not be carried out publicly; 3. Loans shall not be granted; 4. Funds shall not be provided to other enterprises other than the invested enterprises. Guarantee; 5. "It shall not promise investors that the investment principal will not be lost or promise minimum returns"; enterprises can independently select business projects and carry out business activities in accordance with the law; agency accounting, patent agency and projects that require approval according to law must be approved by relevant departments Then carry out business activities in accordance with the approved content; shall not engage in business activities that are prohibited or restricted by the city’s industrial policies)
Template Example 30
Business scope of investment consulting company: investment consulting. ;Investment management; business management consulting; economic and trade consulting; business planning; market research; public relations services; copyright trade; trademark agency; translation services; exhibition services; conference services; data editing; computer system services; technology promotion services ;Computer graphic design and production; design, production, agency, and advertising; hosting exhibitions and display activities; organizing cultural and artistic exchange activities (excluding performances); literary and artistic creation. (“1. Without the approval of relevant departments, funds may not be raised in a public manner; 2. Securities products and financial derivatives trading activities shall not be carried out publicly; 3. Loans shall not be granted; 4. Funds shall not be provided to other enterprises other than the invested enterprises. Guarantee; 5. Investors shall not be allowed to promise that the investment principal will not be lost or promise a minimum return"; enterprises shall independently select business projects and carry out business activities in accordance with the law; projects that are subject to approval in accordance with the law shall carry out operations in accordance with the approved content after approval by the relevant departments Activities; shall not engage in business activities that are prohibited or restricted by the city’s industrial policies)
Template Example 31
Business scope of investment consulting company: real estate planning, sales agency, intermediary services; Garden landscape design; web design; design, production, publishing and agency of various domestic advertisements; computer software and hardware development, sales and system integration; computer technology consulting and services; sales of high and low voltage electrical appliances, elevators and central air conditioners. (Involving administrative licensing, operating with a license)
Template Example 32
The business scope of an investment consulting company: accounting agency; investment consulting; financial consulting (auditing, capital verification, and accounting are not allowed) , evaluation and other businesses that require special approval, no corresponding written materials such as audit reports, capital verification reports, audit reports, evaluation reports, etc. shall be issued); economic and trade consulting; corporate planning; corporate management consulting; computer graphic design and production; design, Production, agency, and announcements; photography services; technology promotion services; sales of instruments, mechanical equipment, stationery, daily necessities, clothing, handicrafts, and electronic products.
(Projects that require approval according to law can only carry out business activities after approval by relevant departments) (“1. Without the approval of relevant departments, funds shall not be raised in a public manner; 2. Securities products and financial derivatives trading activities shall not be carried out publicly; 3. No loans shall be granted; 4. No guarantee shall be provided to other enterprises other than the invested enterprise; 5. No investment principal shall be guaranteed to be protected from loss or a minimum return shall be promised to investors; enterprises shall independently select business projects and carry out business activities in accordance with the law; Projects that require approval according to law shall carry out business activities in accordance with the approved content after approval by relevant departments; business activities that are prohibited or restricted by the city’s industrial policies shall not be engaged in.)
Template Example 33
The business scope of the investment consulting company: investment consulting; economic and trade consulting; business management consulting; business planning; organizing cultural and artistic exchange activities (excluding performances); computer animation design and production; advertising design and production; and sales of stationery.
Template Example 34
Business scope of investment consulting company: project investment; investment management; asset management; business management; investment consulting; economic information consulting; business planning; market research; public affairs* **Relationship Services. (“1. Without the approval of relevant departments, funds may not be raised in a public manner; 2. Securities products and financial derivatives trading activities shall not be carried out publicly; 3. Loans shall not be granted; 4. Funds shall not be provided to other enterprises other than the invested enterprises. Guarantee; 5. Investors shall not be allowed to promise that the investment principal will not be lost or promise minimum returns." Enterprises shall independently select business projects and carry out business activities in accordance with the law; projects that are subject to approval in accordance with the law shall carry out operations in accordance with the approved content after approval by the relevant departments. Activities; shall not engage in business activities that are prohibited or restricted by the city’s industrial policies)
Template Example 35
Business scope of investment consulting company: real estate brokerage; real estate information consultation; property management. . (The above does not include items that require pre-approval and prohibition according to laws, administrative regulations, and decisions of the State Council)
Template Example 36
Business scope of investment consulting company: investment consulting services; investment Management services; real estate valuation; enterprise management services (except those involving licensed business projects); corporate image planning services; planning creative services; product information consulting services; integrated circuit layout design agency services; computer technology development and technical services; computer wholesale; Computer spare parts wholesale; computer retail; computer spare parts retail; electronics, communications and automatic control technology research and development; software development; software wholesale; software retail; software services; advertising industry; commodity retail trade (excluding licensed products); Clothing retail; Department store retail (except food retail); Clothing wholesale; Box and bag wholesale; Shoe wholesale; Hat wholesale; Shoe retail; Commodity wholesale trade (excluding licensed goods);