SDIC TAIKANG TRUST CO.,LTD.

SDIC Taikang Trust Co., Ltd

SDIC Taikang Trust Co., Ltd. is a non bank financial institution approved by the people's Bank of China and supervised by the China Banking and Insurance Regulatory Commission, with a registered capital of 2670545400 yuan. The main shareholders of the company are SDIC Capital Holdings Co., Ltd., Taikang Insurance Group Co., Ltd., Yueda Capital Co., Ltd. and Taikang Asset Management Co., Ltd. The company adheres to the core values of "justice and integrity, trust and responsibility", adheres to the business philosophy of "heart is bounded, line is boundless", and constantly creates trust products with high credit rating to provide customers with professional, diversified and personalized financial services.

essential information

The predecessor of SDIC Taikang Trust Co., Ltd. is Shenyang trust and investment company, which was established in June 1986. In July 2007, in accordance with the requirements of the new trust regulations, the company renewed its financial license and changed its name to SDIC Trust Co., Ltd. In 2015, CIC Taikang trust introduced three strategic shareholders, namely Taikang Insurance Group, Taikang assets and Yueda capital, to increase its capital, and changed its name to CIC Taikang Trust Co., Ltd.

At present, SDIC Taikang trust mainly carries out industrial investment banking, asset management, wealth management and other businesses, and has made great achievements in the fields of traditional business and alternative investment. In the future, we will strive to promote business transformation, actively deepen business model innovation, and increase the cultivation of active management ability.

Address: Building 2, Fuchengmen North Street, Xicheng District, Beijing

18 / F, SDIC building, 168 Yangshupu Road, Hongkou District, Shanghai

2202 Zhongzhou building, Jintian Road, Futian District, Shenzhen

CIC Taikang trust, block B, 34F, Asia Pacific business building, No.2 Hanzhong Road, Gulou District, Nanjing

Nature of Business

Fund trust; chattel trust; real estate trust; securities trust; other property or property rights trust; engaging in investment fund business as the initiator of investment fund or fund management company; operating enterprise assets reorganization, merger and acquisition, project financing, corporate finance, financial consulting and other businesses; entrusted to operate securities underwriting business approved by relevant departments of the State Council; To handle intermediary, consulting, credit investigation and other business; to handle custody and safe deposit box business on behalf of others; to use inherent property in the form of interbank deposit, interbank offer, loan, lease and investment; to provide guarantee for others with inherent assets; to engage in interbank lending; and other business as required by laws and regulations or approved by China Banking Regulatory Commission. (1) enterprises shall choose their own business projects and carry out business activities according to law; projects that need to be approved according to law shall carry out business activities according to the approved contents after being approved by relevant departments; they shall not engage in business activities of projects prohibited or restricted by the industrial policies of this city. )

development history

In 2015, the capital increase of SDIC trust was recently approved by China Banking Regulatory Commission. After the completion of the capital increase, the registered capital of SDIC trust increased from RMB 1204.8 million to RMB 2190.5 million, the net assets will exceed more than 4 billion yuan, and the scale of trust assets that can be supported will reach 350 billion yuan. The company name will be changed from "SDIC Trust Co., Ltd." to "SDIC Taikang Trust Co., Ltd.".

In 2016, CITIC Taikang trust took the lead in launching the first charitable trust in China; the company's first consumer finance project was launched, achieving a breakthrough in the field of small and micro finance; it was approved as a trustee of special purpose trust and a trustee of overseas financial services.

In 2018, the business transformation and innovation of CIC Taikang trust made remarkable achievements. It launched equity investment projects and actively built its own capital equity investment business ecosystem. It obtained QDII business quota and launched the first QDII product to meet the international needs of customer asset allocation. It promoted the specialization process of family trust business, and "Yitai Jiakang" family trust and "Jiakang SINOSURE" family trust Insurance trust and other businesses have been implemented. In the same year, SDIC Taikang Trust Co., Ltd. held the Chunsheng xiachang wealth management forum, and "SDIC Taikang trust · Gansu Lintao industrial poverty alleviation charity trust 2018" was officially signed in Lintao County, Gansu Province.

In 2019, it will become the agent account opening institution of the first trust beneficiary account.

In 2020, the company will complete the capital increase, and the registered capital will increase from RMB 21905454540 to RMB 26705454. After the completion of the capital increase, the investment amount of SDIC Capital Holding Co., Ltd. was 1.636.8 billion yuan, and its shareholding ratio increased from 55% to 61.29%, which remained the largest shareholder; Taikang Insurance Group Co., Ltd. was 723 million yuan, and its shareholding ratio decreased from 32.98% to 27.06%; Yueda Capital Co., Ltd. was 219 million yuan, and its shareholding ratio increased from 8.20% to 10% before the change; Taikang Asset Management Co., Ltd The company contributed 92.14025 million yuan, and its shareholding increased from 2.02% to 3.45%.

Corporate culture

Company vision

To become an excellent asset management institution and a wealth manager worthy of trust

Corporate mission

Dream of wealth and better life

Core values

There is a way, but good faith is the way

Business purpose

For customers, for employees, for shareholders, for society

Corporate business

1. Equity investment trust

   The use of funds includes but is not limited to direct or indirect investment in the company's equity, equity usufruct, etc. in the implementation process of the transaction, the future exit mechanism is considered, that is, through listing, equity transfer, repurchase of the original shareholders, the equity (or usufruct) held is sold, and the beneficiary's trust is realized through professional management Interests.

2. Securities Trust

   The trustor entrusts the funds legally owned by himself to the trustee, and the trustee uses the trust funds in his own name for the benefit of the beneficiary, and dynamically distributes them to various investment tools in the capital market, including stocks, bonds, reverse repurchase of bonds, warrants, funds, subscription of new shares in the primary market, subscription of new bonds, and money market base Gold and other assets.

3. Financing trust

   The purpose of the trust is to seek the fixed return of the trust assets. The trust assets are mainly used in the specific projects that have been designated in advance before the establishment of the trust.

4. Art trust

   The trustor entrusts the funds held by him to the trustee, and the trustee invests the funds in the art market in his own name according to the will of the trustor, and the trustee is specifically responsible for the art investment affairs. Through the art portfolio, under the premise of controlling the risks as far as possible, the trustee provides the investors with the income of sharing the art value growth.

5. Real estate trust

   Firstly, real estate trust is a kind of legal relationship in which the owner of real estate (the trustor) transfers the ownership to the trustee for the benefit of the beneficiary or for a specific purpose, so that the trustee can manage and use it in accordance with the trust contract; secondly, real estate fund trust is a kind of legal relationship in which the trustor entrusts his own legally owned funds to the trust and investment company based on the trust in the trust and investment company The act of a trust and investment company investing funds in the real estate industry and managing and disposing of them in its own name for the benefit of the beneficiary or for a specific purpose according to the wishes of the trustor.

6. charitable trust

   Trust: a trust established for the purpose of public interest to benefit the whole society or a significant and important part of the public.

7. Alternative trust

   : trust business with new varieties of investment products such as wine or Pu'er tea as the main investment object. The specific forms of trust can be fund trust business and property trust business.

Honors

On March 17, 2020, it was listed as "top 10 of China's real estate trust comprehensive capacity in 2020"

On January 14, 2019, he won the "2019 gold medal service financial institution Award"

On December 30, 2019, it will be listed as "top 10 new media influence of trust industry in 2019"

On October 22, 2019, it won the "2019 excellent wealth management brand" award

On January 15, 2019, won the "annual gold medal of risk control trust company"

On December 12, 2018, he won the financial times "best wealth management of financial institutions in 2018" award

On September 10, 2018, he won the 10th "China Charity Award".

On July 21, 2018, he won the "golden bull Award" of China Securities Journal charitable trust

On June 27, 2018, he won the "2018 excellent charitable trust plan" award of the securities times