发明名称 SYSTEM AND METHOD FOR FINANCIAL ASSETS MANAGEMENT
摘要 A financial asset management system and a method therefor are provided to obtain high profits or stability about investment capital of customers by keeping investment capital of the customers even in accumulation-type derivatives. A derivative service server(110) calculates a unit nominal invested amount ratio about derivatives of the first predetermined period through a data network. The derivative service server invests an investment cost of a nominal invested amount calculated according to fluctuation rate reference information of month maximum/minimum stock index to listed/unlisted derivatives. The derivative service server calculates the third customer principal and interest gains of y year according to the fluctuation rate reference information of month maximum/minimum stock index during the third predetermined period.
申请公布号 KR20090072617(A) 申请公布日期 2009.07.02
申请号 KR20070140780 申请日期 2007.12.28
申请人 ALLIANZ LIFE INSURANCE CO., LTD. 发明人 PARK, CHEOL SE
分类号 G06Q40/06 主分类号 G06Q40/06
代理机构 代理人
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