MONEY TRUST SALES SUPPORT SYSTEM AND MONEY TRUST SALES SUPPORT METHOD

摘要

PROBLEM TO BE SOLVED: To provide a money trust sales support system and a money trust sales support method for supporting sales of money trust in a registered financial institution or the like.;SOLUTION: A bank involved in selling a beneficiary right of a money trust sells the right to a customer of the bank. A trust bank executes a subordinated loan to that bank, having the money trust as financial funds. When the beneficiary right is sold, a control part 21 of a portal system 20 performs registration processing of customer information and application information. A contract management system 30 acquires customer data and application data from the portal system 20, and performs data update processing and balance determination processing. Further, it generates distributor browsing data to return it to the portal system 20. On a settlement day, the contract management system 30 extracts items to be settled and performs settlement processing. Then, it sends a remittance such as proceeds to the bank involved in selling the right while generating transfer data dedicated to the customer and a proceeds report for the customer to provide them to the bank.;COPYRIGHT: (C)2013,JPO&INPIT