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　　辦??(ban)法?(fa)要??(yao)求??(qiu)商??(shang)業(yè)??(ye)銀??(yin)行??(xing)建??(jian)立??(li)健??(jian)全??(quan)代??(dai)理??(li)銷??(xiao)售??(shou)全??(quan)流??(liu)程?(cheng)監(jiān)??(jian)測??(ce)和??(he)管??(guan)理??(li)機??(ji)制??(zhi)??，對??(dui)宣??(xuan)傳??(chuan)資??(zi)料??(liao)、信?(xin)息??(xi)查??(zha)詢?(xun)、產(chǎn)??(chan)品??(pin)展??(zhan)示??(shi)、適??(shi)當??(dang)性??(xing)管??(guan)理??(li)、銷??(xiao)售??(shou)人??(ren)員??(yuan)管??(guan)理??(li)、可??(ke)回??(hui)溯??(su)管??(guan)理?(li)等??(deng)作??(zuo)出??(chu)具??(ju)體??(ti)規(guī)??(gui)定??(ding)??，包??(bao)括??(kuo)應(yīng)??(ying)當??(dang)針??(zhen)對??(dui)同??(tong)類??(lei)產(chǎn)??(chan)品??(pin)制??(zhi)定??(ding)一??(yi)致??(zhi)的??(de)代??(dai)銷??(xiao)產(chǎn)??(chan)品?(pin)展??(zhan)示??(shi)規(guī)??(gui)則??(ze)??，應(yīng)??(ying)當??(dang)穩(wěn)??(wen)慎??(shen)評??(ping)估??(gu)客??(ke)戶??(hu)購??(gou)買??(mai)產(chǎn)??(chan)品??(pin)的??(de)適秘(shi)當?(dang)性?(xing)??，應(yīng)??(ying)當??(dang)加??(jia)強??(qiang)銷??(xiao)售??(shou)人??(ren)員??(yuan)資??(zi)質(zhì)?(zhi)和??(he)行??(xing)為??(wei)管??(guan)理??(li)等??(deng)??。??　　辦??(ban)法??(fa)從??(cong)合??(he)作?(zuo)機??(ji)構(gòu)??(gou)的??(de)準??(zhun)入??(ru)要??(yao)求?(qiu)、退??(tui)出?(chu)機??(ji)制??(zhi)、代??(dai)銷?(xiao)協(xié)??(xie)議??(yi)的??(de)簽??(qian)訂??(ding)程??(cheng)序??(xu)和??(he)內(nèi)?(nei)容??(rong)、關(guān)??(guan)聯(lián)??(lian)交?(jiao)易??(yi)管??(guan)理??(li)、責??(ze)任??(ren)歸??(gui)屬??(shu)等??(deng)方??(fang)面??(mian)強??(qiang)化??(hua)了??(le)商??(shang)業(yè)??(ye)銀??(yin)行??(xing)對??(dui)合??(he)作??(zuo)機??(ji)構(gòu)??(gou)的??(de)管??(guan)理??(li)責??(ze)任??(ren)??。??對??(dui)于??(yu)已??(yi)經(jīng)??(jing)準??(zhun)入??(ru)的??(de)合??(he)作??(zuo)機??(ji)構(gòu)??(gou)??，要??(yao)求??(qiu)定??(ding)期??(qi)審??(shen)查??(zha)評??(ping)估??(gu)??。對??(dui)于?(yu)實??(shi)施??(shi)退??(tui)出??(chu)的??(de)機??(ji)構(gòu)??(gou)??，要?(yao)求??(qiu)做??(zuo)好??(hao)存??(cun)量??(liang)產(chǎn)秘(chan)品??(pin)客??(ke)戶??(hu)服??(fu)務(wù)??(wu)??。在??(zai)代??(dai)銷??(xiao)產(chǎn)??(chan)品??(pin)準??(zhun)入?(ru)方??(fang)面??(mian)??，分??(fen)類??(lei)別??(bie)規(guī)??(gui)定??(ding)了??(le)盡??(jin)職??(zhi)調(diào)??(tiao)查??(zha)要??(yao)求??(qiu)??。從??(cong)強??(qiang)化??(hua)風??(feng)險??(xian)控??(kong)制??(zhi)角??(jiao)度?(du)??，對??(dui)部??(bu)分??(fen)產(chǎn)??(chan)品??(pin)在?(zai)準??(zhun)入??(ru)流??(liu)程??(cheng)上?(shang)要??(yao)求??(qiu)商??(shang)業(yè)??(ye)銀??(yin)行??(xing)相?(xiang)關(guān)??(guan)部??(bu)門??(men)綜??(zong)合??(he)評??(ping)估??(gu)??，并??(bing)獲??(huo)得??(de)本??(ben)行??(xing)高??(gao)級??(ji)管??(guan)理??(li)層??(ceng)批??(pi)準??(zhun)??。。