| 摘要 |
PROBLEM TO BE SOLVED: To provide a financial product recommendation processing system, a financial product recommendation processing method, and a financial product recommendation processing program which enable a private person to directly invest in a foreign fund.SOLUTION: A financial product recommendation processing system comprises a recommendation unit which recommends a client of a first area to directly invest in a financial product of a second area, and supports the client for procedures to directly invest in the financial product. The system is configured to: register the client information when the client performs a procedure for admission application; transmit data concerning investment in the financial product to the client when the admission application procedure is completed; select a responsible staff for giving recommendations to the client on the basis of the client information; determine a recommendation date on the basis of recommendation reservation made by the client; support the client for the investment procedures to directly invest in the financial product; and vicariously transmit documents concerning the investment procedures generated by the client to a corporation related to the financial product. |
