In order to implement the arrangement of the China Securities Regulatory Commission (CSRC) for the special investor education program of "Rational Investment Starts with Me", and improve the comprehensive capacity of the frontline personnel in investor education and protection at the securities companies for serving the investors, the Shanghai Stock Exchange (SSE) launched the "Investor Education Vanguard" promotion program for the first time in the securities industry. The event has seen more than 80 securities companies participate vigorously, and a number of advanced models with ideals, strengths and achievements in investor education and protection emerge. The special columns of "Investor Education Vanguard" promotion program on people.com.cn and sina.com recorded a total of 2.9 million views. Recently, based on the opinions of external expert judges and the views of the videos, the SSE selected the "2018 Top 100 Participants in Investor Education Vanguard Program".
"New" Services, "Vanguard" Skills
The "Top 100 Participants in Investor Education Vanguard Program" are a group full of talents, who have shown their "innovative" and "sharp" characteristics of the "vanguard" in their efforts in investor education and protection.
It was a widespread opinion of the expert judges serving in the program that they were deeply impressed by the frontline stories of the investor education vanguard. Among them there were "creative experts" who hand-painted works on investor education to integrate the warm feelings in the boring knowledge explanation; there were "soul mentors" with psychological counseling skills, who inspired investors to participate in securities investment with a peaceful mind and rational thinking; there were "writing talents" compiling books on investor education to guide investors in understanding the market and humanity as well as increasing experience and wisdom; there were "intimate companions" to the blind investors who made special audio materials on investor education to reveal the trap of illegal securities activities. This activity also directed the personnel in investor education and protection to learn from and catch up with the advanced models while promoting the stories about investor education to numerous common people."
The "Top 100 Participants in Investor Education Vanguard Program" include not only the personnel in investor education management at the headquarters of securities companies, the general managers of the branch offices and the sales departments and the "investment consultants", "customer service managers" and sales department tellers who directly provided services to investors at the grassroots level, but also the teams and groups such as customer service centers and investor education working groups. With different positions and different experiences, all the participants in the program shouldered the common mission of guiding investors in establishing a rational investment concept, enhancing self-protection awareness and protecting the investors.
Making Efforts "Silently" Like Teachers
Securities companies are a key part in investor education and protection. The implementation of investor suitability management, the release of original works on investor education and the organization of investor education activities are all closely related to the work of the personnel for investor education and protection at securities companies. What happened to them on the long march of investor education and service? What innermost thoughts and feelings do they want to tell the investors? The "Investor Education Vanguard" promotion program provided a platform for the personnel in investor education and protection to show their attraction and talents, and stimulated their enthusiasm, initiative and creativity in continuing their efforts.
The "Top 100 Participants in Investor Education Vanguard Program" are from 25 provinces, autonomous regions and municipalities. Some of them have long been working in poverty-stricken areas, and even explained the investment knowledge while helping the farmers with the farming. They said, "We have tough conditions here with poor economic foundation. Investors put their hard-earned funds into the market. The desire of the investors for investment knowledge and their trust in our work have prompted us to regard investor education as a conscious 'conscientious action'. We just want to help them." One participant in the "investor education vanguard program" is an "investor education working group" composed of multi-ethnic workers from Han, Uygur, Hui, Kazak and other nationalities. In enlightening the investors, they compared the investment to the oases and deserts in Xinjiang, with earnings on one side and risks on the other; some participants in the "investor education vanguard program" compared themselves to "educators". Perhaps, just because of the hard work of the "educators", the securities market can develop in a more healthy, stable and orderly way.
Since the launch of the program, a large number of securities companies have carried out all-round promotion through websites, WeChat, investor education bases, offline activities and other means, creating a wave of "learning from the investor education models and passing on positive energy of service" in the whole industry and demonstrating extraordinary significance of the ordinary work.
In recent years, the SSE has directed the securities companies to continuously improve the effectiveness of their efforts in investor education and protection by urging the securities companies to establish the working mechanism of liaison for investor education, organizing an array of brand activities such as "Being a Rational Investor" and "I am a Shareholder", and offering training in relevant businesses. The "Top 100 Participants in Investor Education Vanguard Program" are just the representatives of the frontline personnel in investor education and protection, who have tackled the problems one by one, taken the simple work seriously and persisted in their efforts, providing the investors with professional and sincere services. Going forward, the SSE will join hands with the personnel in investor education and protection to push the efforts in protection of investor rights and interests to a new level.