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26
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The securities firm shall append the customer's wealth management account number after the trust assets account number to distinguish it.<br/>A securities firm conducting wealth management business by means of trusts shall make itemized entries on a daily basis of all receipts, payments, and asset allocation status, and shall keep records of the receipts and payments and corresponding allocations.<br/>The method of fund transfer between the securities firm and its customers and other institutions shall be limited to inter-account transfer.
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