Investment trust sales system, investment trust sales method, and information processing equipment

摘要

PROBLEM TO BE SOLVED: To simplify the conclusion of a family trust contract so that the funds of the investment trust purchaser can be used for his / her spouse and relatives even if the judgment ability of the investment trust purchaser is lost. SOLUTION: An access means for accessing a database in which information on a plurality of experts regarding a family trust contract is recorded, and an application from a customer for an investment trust with a family trust that includes the attributes of the customer are made to a terminal of a financial institution. The terminal of the financial institution provides information on a reception means that accepts via the database, an extraction means that extracts expert candidates from the database according to the attributes of the customer, and an expert selected from the extracted candidates. Has a transmission means to transmit to. [Selection diagram] Fig. 2