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What do investment planners need to know when operating onli

First, the platform should adopt an explicit approach to enable customers to be aware of user agreements. Terms that exacerbate customer responsibilities may remove the responsibilities of the platform itself, and should be fully documented to inform customers. When a customer registers as a member of the platform, it must be conditional on the pattern clause agreed upon by the platform. The content of the pattern clause is determined by the platform alone according to the meaning of the platform. The individual time is based solely on its own consideration and is not considered. To the immediate interests of the customer, but the users who want to become the platform have to agree to these terms and conditions in advance, then the platform needs to detail the powers and responsibilities of the parties in the pattern clause, regarding the duties or powers that may aggravate or constrain the customer, Eliminate the terms of the platform's own responsibilities, and can choose a bold, perhaps first-level title, or perhaps an independent method, to prompt customers, customers have the right to self-determination to measure the benefits of agreeing to the pattern clause and disapproving the pattern clause.

Secondly, the platform should display its website trading rules in a conspicuous position on its page, and the need to ensure that customers can not only understand the literal meaning of the terms can understand their hiding meaning. The object of online lending is the company itself. It is not the company that can reasonably and accurately understand the rules and regulations of the platform. The platform can set up a simple and clear trading flow chart, and use a combination of charts and texts to simplify. The rules of buying and selling, together with the analysis of each step of buying and selling, on the unsmooth and difficult trading rules, the need to adopt the method of differentiation process one by one.

Third, the platform should publicize its operational credentials on the channel so that customers can query or know. The operational credentials are the credentials for the legal operation of the platform. As long as the platform publicizes its operational credentials, the customer can rely on the platform. As long as the trusted platform is obtained, its customers will add it. When the customer's rights are damaged by the platform, it can be based on the operating credentials of the website. Complaints, it is also easier to guarantee the legitimate rights and interests of customers.

What do investment planners need to know when operating onli
First, the platform should adopt an explicit approach to enable customers to be aware of user agreements. Terms that exacerbate customer responsibilities may remove the responsibilities of the platform itself, and should be fully documented

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