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In order to ensure the consistency of product performance comparison benchmarks, the “Measures” require product managers not to adjust performance comparison benchmarks in principle. Where it is really necessary to adjust the performance comparison benchmark, the product manager shall strictly follow the internal approval procedures and disclose the previous adjustments to the performance comparison benchmark when reporting and updating the product manual on a regular basis. Considering the long historical life cycle of some stock products, the historical performance benchmarks before the implementation of the “Measures” have relatively little reference value for current investors. Banks and insurance institutions can only disclose the previous performance comparison benchmark adjustments after the implementation of the “Measures”.

Zhitongcaijing·12/25/2025 11:09:03
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In order to ensure the consistency of product performance comparison benchmarks, the “Measures” require product managers not to adjust performance comparison benchmarks in principle. Where it is really necessary to adjust the performance comparison benchmark, the product manager shall strictly follow the internal approval procedures and disclose the previous adjustments to the performance comparison benchmark when reporting and updating the product manual on a regular basis. Considering the long historical life cycle of some stock products, the historical performance benchmarks before the implementation of the “Measures” have relatively little reference value for current investors. Banks and insurance institutions can only disclose the previous performance comparison benchmark adjustments after the implementation of the “Measures”.