The “Administrative Measures on Disclosure of Information on Asset Management Products of Banks and Insurance Institutions” will be officially implemented on September 1, 2026. According to the requirements of the new regulations, financial management companies must complete the financial information disclosure platform inspection. The performance comparison benchmark will be changed from “numerical type” and “range type” to “formula type”, and the benchmark must not be adjusted at will. In order to complete the “anchor change” in time for the “deadline,” since August, dozens of banks and financial management subsidiaries have issued 3031 announcements to change performance comparison benchmarks, gradually abandoning the traditional fixed value and fixed range performance comparison benchmark model, and instead using formulaic calculation methods to define benchmarks. Some institutions have directly abolished product performance comparison benchmarks.

The “Administrative Measures on Disclosure of Information on Asset Management Products of Banks and Insurance Institutions” will be officially implemented on September 1, 2026. According to the requirements of the new regulations, financial management companies must complete the financial information disclosure platform inspection. The performance comparison benchmark will be changed from “numerical type” and “range type” to “formula type”, and the benchmark must not be adjusted at will. In order to complete the “anchor change” in time for the “deadline,” since August, dozens of banks and financial management subsidiaries have issued 3031 announcements to change performance comparison benchmarks, gradually abandoning the traditional fixed value and fixed range performance comparison benchmark model, and instead using formulaic calculation methods to define benchmarks. Some institutions have directly abolished product performance comparison benchmarks.