DUAL CURRENCY INVESTMENT AND PRINCIPAL PROTECTED CURRENCY DEPOSIT CASE STUDY

• Main Authors: Hsiao-Wei Lin, 林筱薇
• Other Authors: Hilary Cheng
• Format: Others
• Language: zh-TW
• Published: 2016
• Online Access: http://ndltd.ncl.edu.tw/handle/79715779056556051979

碩士 === 元智大學 === 管理碩士在職專班 === 104 === Wealth management is the customer funds in the hands entrust manages finances commissioner to do assets planning, After the financial crisis most of the people change the commodity and asset allocation that banks can invest, and tend to conservative, and more careful. In recent years banks continuously renew issued various derivative financial products to satisfy and attract customers. This study mainly investigate the common derivative financial products application examples of the bank wealth management, using dual currency and combined two types of goods of two types of merchandise purchasing for discussion and reference, expect investors can understand more clearly understand the risks of the investment product.