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建立理财档案没有固定的模式,可繁可简,完全视个人的投资规模和兴趣来取舍:首先,必须明确哪些私人文件与理财有关而必须善加保管。这些文件大致有:1.银行存折(活期、定期)、支票簿、信用卡及其有关密码;2.身份证明书,旅游证明文件、护照;3.股票、债券、其它证券;4.一切有关生意上、投资上的合约;5.屋契、银行抵押文件、买卖楼宇的经纪收据;6.重要的收据;7.租约,不论是业主或住客的;8.税单;9.遗嘱;10.法律授权书;11.生意上的资产负债表与盈亏帐目;12.银行来往帐单;13.借据,向他
There is no fixed pattern to set up a financial management file, which can be simple, simple and depend entirely on the size and interest of individual investors. First, it must be clarified which private documents are related to wealth management and must be safeguarded. These documents are generally: 1. Bank passbook (current, regular), check book, credit card and the relevant password; 2. Identity card, travel documents, passports; 3. Stocks, bonds, other securities; 4. All the business The contract for investment; 5) the lease, the bank mortgage document, the sale and purchase of brokerage receipts; 6. Important receipts; 7 lease, whether owners or residents; 8 tax bills; Legal power of attorney; 11 business balance sheet and profit and loss accounts; 12 bank bills;