通俗地说，就是专业的理财机构或个人为客户提供理财服务，并收取酬金。 酬金包括：基本费+盈利提成，也有不收取基本费用（也称为管理费，一般按年收取，费用率从1%-5%不等）的或只收取管理费不收取盈利提成的。
公司还成立有资金运作部，为客户提供代客理财式的服务。
Operations of the company has also established a fund to provide financial management-type services tax for financial institutions.
外资银行开办代客境外理财业务，应满足《办法》第九条的条件。
II. To provide overseas financial management services for clients, a foreign-funded bank shall satisfy the conditions prescribed in Article 9 of the Measures.
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