{"id":49126,"date":"2026-02-16T09:00:00","date_gmt":"2026-02-16T08:00:00","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49126"},"modified":"2026-02-17T05:40:57","modified_gmt":"2026-02-17T04:40:57","slug":"%e5%a6%82%e4%bd%95%e5%ae%89%e5%85%a8%e5%9c%b0%e5%af%b9%e8%b4%a2%e5%8a%a1%e6%96%87%e4%bb%b6%e8%bf%9b%e8%a1%8c%e6%95%b0%e5%ad%97%e7%ad%be%e5%90%8d","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/how-to-digitally-sign-financial-documents-securely\/","title":{"rendered":"\u5982\u4f55\u5b89\u5168\u5730\u5bf9\u8d22\u52a1\u6587\u4ef6\u8fdb\u884c\u6570\u5b57\u7b7e\u540d"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u5b89\u5168\u6570\u5b57\u7b7e\u540d\u5df2\u6210\u4e3a\u5168\u7403\u91d1\u878d\u5408\u540c\u3001\u8d37\u6b3e\u6587\u4ef6\u548c\u5165\u804c\u8868\u683c\u7684\u9ed8\u8ba4\u6807\u51c6\u3002\u968f\u7740\u673a\u6784\u91c7\u7528\u66f4\u9ad8\u6548\u3001\u66f4\u5b89\u5168\u7684\u66ff\u4ee3\u65b9\u6848\uff0c\u6253\u5370\u3001\u6e7f\u58a8\u6c34\u7b7e\u540d\u548c\u626b\u63cf\u6587\u4ef6\u7684\u65f6\u4ee3\u6b63\u5728\u8fc5\u901f\u6d88\u901d\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u91d1\u878d\u673a\u6784\u5e94\u5c06\u5f3a\u5927\u7684\u8eab\u4efd\u9a8c\u8bc1\u3001\u57fa\u4e8e\u5bc6\u7801\u5b66\u7684\u7b7e\u540d\u548c\u5b8c\u6574\u7684\u5ba1\u8ba1\u8ddf\u8e2a\u7ed3\u5408\u8d77\u6765\uff0c\u4ee5\u6ee1\u8db3 ESIGN\u3001eIDAS\u3001ZertES\u3001MiFID II \u548c FATCA \u7b49\u6cd5\u89c4\u7684\u8981\u6c42\u3002<\/li>\n\n\n\n<li>InvestGlass \u63d0\u4f9b\u745e\u58eb\u6258\u7ba1 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/zh\/%e6%95%b0%e5%ad%97%e5%85%a5%e8%81%8c\/\" target=\"_blank\" rel=\"noopener\" title=\"\u6570\u5b57\u5165\u804c\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"5947\">\u6570\u5b57\u5165\u804c<\/a>, \u901a\u8fc7\u4e13\u4e3a\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u5b9a\u5236\u7684\u96c6\u6210\u6570\u5b57\u7b7e\u540d\uff0c\u5b9e\u73b0 KYC \u548c\u6587\u4ef6\u5de5\u4f5c\u6d41<\/li>\n\n\n\n<li>\u8bfb\u8005\u5c06\u5b66\u4e60\u5230\u9009\u62e9\u53ef\u4fe1\u63d0\u4f9b\u5546\u3001\u914d\u7f6e\u8bc1\u4e66\u4ee5\u53ca\u5c06\u7b7e\u540d\u5d4c\u5165\u73b0\u6709 CRM \u548c\u7ec4\u5408\u5de5\u4f5c\u6d41\u7a0b\u7684\u5177\u4f53\u6b65\u9aa4\u3002<\/li>\n\n\n\n<li>\u672c\u6587\u91cd\u70b9\u5173\u6ce8\u5b9e\u9645\u7684\u91d1\u878d\u4f7f\u7528\u6848\u4f8b\uff0c\u5982\u8d26\u6237\u5f00\u7acb\u3001\u4fe1\u8d37\u5ba1\u6279\u548c\u7ba1\u7406\u6295\u8d44\u7ec4\u5408\u6388\u6743\uff0c\u800c\u975e\u4e00\u822c\u7684\u6587\u4ef6\u7b7e\u7f72\u573a\u666f<\/li>\n\n\n\n<li>\u4e86\u89e3\u7b80\u5355\u7535\u5b50\u7b7e\u540d\u4e0e\u53d7\u52a0\u5bc6\u4fdd\u62a4\u7684\u6570\u5b57\u7b7e\u540d\u4e4b\u95f4\u7684\u533a\u522b\uff0c\u5bf9\u5408\u89c4\u6027\u548c\u6cd5\u5f8b\u6548\u529b\u81f3\u5173\u91cd\u8981<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-introduction-to-secure-digital-signing-in-finance\">\u91d1\u878d\u9886\u57df\u5b89\u5168\u6570\u5b57\u7b7e\u540d\u7b80\u4ecb<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5927\u7ea6\u4ece 2020 \u5e74\u5f00\u59cb\uff0c\u8fdc\u7a0b\u5165\u804c\u548c\u6570\u5b57\u4fe1\u8d37\u5ba1\u6279\u5df2\u6210\u4e3a\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u7684\u6807\u51c6\u505a\u6cd5\u3002\u5168\u7403\u5411\u6570\u5b57\u5316\u8f6c\u578b\u7684\u6b65\u4f10\u6025\u5267\u52a0\u5feb\uff0c\u91d1\u878d\u673a\u6784\u53d1\u73b0\uff0c\u5ba2\u6237\u5e0c\u671b\u5728\u4e0d\u53bb\u5206\u884c\u7684\u60c5\u51b5\u4e0b\u4e5f\u80fd\u65b9\u4fbf\u5730\u5b8c\u6210\u4ea4\u6613\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u5b57\u7b7e\u540d\u5141\u8bb8\u5ba2\u6237\u7b7e\u7f72\u6761\u6b3e\u8868\u3001\u6295\u8d44\u653f\u7b56\u58f0\u660e\u548c\u8d37\u6b3e\u534f\u8bae\uff0c\u800c\u65e0\u9700\u6253\u5370\u4efb\u4f55\u4e00\u9875\u7eb8\u6216\u524d\u5f80\u4efb\u4f55\u5b9e\u4f53\u5730\u70b9\u3002\u8fd9\u4e00\u529f\u80fd\u6539\u53d8\u4e86\u91d1\u878d\u673a\u6784\u7684\u8fd0\u8425\u65b9\u5f0f\uff0c\u5c06\u5468\u8f6c\u65f6\u95f4\u4ece\u6570\u5929\u7f29\u77ed\u81f3\u6570\u5c0f\u65f6\uff0c\u540c\u65f6\u4fdd\u8bc1\u4e86\u654f\u611f\u6587\u4ef6\u6240\u9700\u7684\u5b89\u5168\u6027\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u822c\u7535\u5b50\u7b7e\u540d\u4e0e\u9ad8\u4ef7\u503c\u91d1\u878d\u6587\u6863\u6240\u9700\u7684\u52a0\u5bc6\u4fdd\u62a4\u6570\u5b57\u7b7e\u540d\u4e4b\u95f4\u7684\u533a\u522b\u5f88\u5927\u3002\u57fa\u672c\u7684\u7535\u5b50\u7b7e\u540d\u53ef\u80fd\u53ea\u662f\u7b80\u5355\u5730\u8f93\u5165\u59d3\u540d\u6216\u70b9\u51fb\u63a5\u53d7\u6309\u94ae\uff0c\u800c\u6570\u5b57\u7b7e\u540d\u5219\u662f\u5229\u7528\u516c\u94a5\u57fa\u7840\u8bbe\u65bd\u521b\u5efa\u4e00\u4e2a\u7ecf\u8fc7\u6570\u5b66\u9a8c\u8bc1\u7684\u5370\u7ae0\uff0c\u63d0\u4f9b\u8eab\u4efd\u9a8c\u8bc1\u3001\u6570\u636e\u5b8c\u6574\u6027\u548c\u4e0d\u53ef\u62b5\u8d56\u6027\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u662f\u745e\u58eb\u4e3b\u6743\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u81ea\u52a8\u5316\u5e73\u53f0\uff0c\u88ab\u79c1\u4eba\u94f6\u884c\u3001\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u548c\u4fdd\u9669\u516c\u53f8\u7528\u4e8e\u7ba1\u7406\u5b89\u5168\u7684\u6570\u5b57\u6587\u6863\u5de5\u4f5c\u6d41\u3002\u8be5\u5e73\u53f0\u5c06\u6570\u5b57\u5165\u804c\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u6587\u4ef6\u7b7e\u7f72\u96c6\u6210\u5728\u4e00\u4e2a\u751f\u6001\u7cfb\u7edf\u4e2d\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u6587\u63d0\u4f9b\u4e86\u5b89\u5168\u7b7e\u7f72\u8d22\u52a1\u6587\u4ef6\u7684\u5b9e\u7528\u6307\u5357\uff0c\u6db5\u76d6\u4e86\u4ece\u8eab\u4efd\u8bc1\u660e\u5230\u957f\u671f\u5b58\u6863\u7684\u65b9\u65b9\u9762\u9762\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-understanding-digital-signatures-versus-simple-esignatures\">\u4e86\u89e3\u6570\u5b57\u7b7e\u540d\u4e0e\u7b80\u5355\u7535\u5b50\u7b7e\u540d<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5e76\u975e\u6bcf\u6b21\u70b9\u51fb\u7b7e\u540d\u90fd\u9002\u7528\u4e8e\u53d7 ESIGN\u3001eIDAS \u6216\u5f53\u5730\u94f6\u884c\u89c4\u5219\u76d1\u7ba1\u7684\u6cd5\u5f8b\u534f\u8bae\u3002\u91d1\u878d\u673a\u6784\u5fc5\u987b\u4e86\u89e3\u4ec0\u4e48\u60c5\u51b5\u4e0b\u6807\u51c6\u7535\u5b50\u7b7e\u540d\u5c31\u8db3\u591f\u4e86\uff0c\u4ec0\u4e48\u60c5\u51b5\u4e0b\u6cd5\u5f8b\u8981\u6c42\u52a0\u5bc6\u4fdd\u62a4\u7684\u6570\u5b57\u7b7e\u540d\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u5b57\u7b7e\u540d\u662f\u4e00\u79cd\u7279\u6b8a\u7684\u5b89\u5168\u7535\u5b50\u7b7e\u540d\uff0c\u5b83\u4f7f\u7528\u516c\u5f00\u5bc6\u94a5\u52a0\u5bc6\u6280\u672f\u5728\u6587\u4ef6\u4e0a\u521b\u5efa\u9632\u7be1\u6539\u5370\u7ae0\u3002\u5728\u5bf9\u6587\u4ef6\u8fdb\u884c\u6570\u5b57\u7b7e\u540d\u65f6\uff0c\u7cfb\u7edf\u4f1a\u521b\u5efa\u5185\u5bb9\u7684\u552f\u4e00\u54c8\u5e0c\u503c\uff0c\u4f7f\u7528\u79c1\u4eba\u5bc6\u94a5\u5bf9\u5176\u8fdb\u884c\u52a0\u5bc6\uff0c\u5e76\u5c06\u52a0\u5bc6\u540e\u7684\u54c8\u5e0c\u503c\u9644\u52a0\u5230\u6587\u4ef6\u4e0a\u3002\u4efb\u4f55\u53ef\u4ee5\u8bbf\u95ee\u76f8\u5e94\u516c\u5171\u5bc6\u94a5\u7684\u4eba\u90fd\u53ef\u4ee5\u9a8c\u8bc1\u7b7e\u540d\u662f\u5426\u771f\u5b9e\uff0c\u6587\u4ef6\u662f\u5426\u88ab\u7be1\u6539\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6253\u5b57\u59d3\u540d\u3001\u626b\u63cf\u624b\u5199\u7b7e\u540d\u6216\u590d\u9009\u6846\u786e\u8ba4\u7b49\u57fa\u672c\u7535\u5b50\u7b7e\u540d\u65e0\u6cd5\u63d0\u4f9b\u540c\u7b49\u7a0b\u5ea6\u7684\u4fdd\u8bc1\u3002\u8fd9\u4e9b\u65b9\u6cd5\u53ef\u80fd\u8db3\u4ee5\u6ee1\u8db3\u65e5\u5e38\u786e\u8ba4\u7684\u9700\u8981\uff0c\u4f46\u5f53\u76d1\u7ba1\u5408\u89c4\u6027\u8981\u6c42\u8bc1\u660e\u7b7e\u540d\u8005\u7684\u8eab\u4efd\u548c\u6587\u4ef6\u5b8c\u6574\u6027\u65f6\uff0c\u8fd9\u4e9b\u65b9\u6cd5\u5c31\u663e\u5f97\u529b\u4e0d\u4ece\u5fc3\u4e86\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u673a\u6784\u901a\u5e38\u8981\u6c42\u5408\u683c\u6216\u9ad8\u7ea7\u6570\u5b57\u7b7e\u540d\uff0c\u7528\u4e8e\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u62b5\u62bc\u5408\u540c\u548c\u623f\u5730\u4ea7\u4ea4\u6613<\/li>\n\n\n\n<li>\u8d85\u8fc7\u89c4\u5b9a\u9608\u503c\u7684\u5168\u6743\u6295\u8d44\u7ec4\u5408\u4efb\u52a1<\/li>\n\n\n\n<li>\u6d89\u53ca\u91cd\u5927\u4fe1\u8d37\u98ce\u9669\u7684\u8d37\u6b3e\u534f\u8bae<\/li>\n\n\n\n<li>\u8de8\u5883\u6295\u8d44\u62ab\u9732\u987b\u9075\u5b88\u56fd\u9645\u6cd5<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u7279\u70b9<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u7b80\u5355\u7535\u5b50\u7b7e\u540d<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u6570\u5b57\u7b7e\u540d<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4fdd\u8bc1\u7ea7\u522b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u57fa\u672c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9ad8\u5206\u5230\u5408\u683c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u8eab\u4efd\u9a8c\u8bc1<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6700\u4f4e\u9650\u5ea6<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9700\u8981\u5f3a\u5927\u7684\u8eab\u4efd\u9a8c\u8bc1<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u7be1\u6539\u68c0\u6d4b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u65e0<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u52a0\u5bc6\u9a8c\u8bc1<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u6cd5\u5f8b\u627f\u8ba4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9ad8\u4ef7\u503c\u6709\u9650<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5b8c\u5168\u5408\u6cd5\u6709\u6548<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5178\u578b\u4f7f\u7528\u6848\u4f8b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5185\u90e8\u786e\u8ba4\uff0c\u4f4e\u98ce\u9669\u8868\u683c<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u91d1\u878d\u4ea4\u6613\u3001\u6cd5\u5f8b\u6587\u4ef6<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u5ba1\u8ba1\u8ddf\u8e2a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u57fa\u672c\u65e5\u5fd7\u8bb0\u5f55<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5b8c\u6574\u7684\u65f6\u95f4\u6233\u5386\u53f2\u8bb0\u5f55<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-digital-signatures-work-from-a-financial-security-perspective\">\u4ece\u91d1\u878d\u5b89\u5168\u89d2\u5ea6\u770b\u6570\u5b57\u7b7e\u540d\u7684\u5de5\u4f5c\u539f\u7406<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e86\u89e3\u6570\u5b57\u7b7e\u540d\u7684\u5de5\u4f5c\u539f\u7406\u6709\u52a9\u4e8e\u5408\u89c4\u56e2\u961f\u8bc4\u4f30\u89e3\u51b3\u65b9\u6848\uff0c\u5e76\u5411\u5229\u76ca\u76f8\u5173\u8005\u89e3\u91ca\u8be5\u6280\u672f\u3002\u7b7e\u540d\u8fc7\u7a0b\u4f1a\u521b\u5efa\u8d22\u52a1\u6587\u4ef6\u7684\u52a0\u5bc6\u6307\u7eb9\uff0c\u4f5c\u4e3a\u771f\u5b9e\u6027\u548c\u5b8c\u6574\u6027\u7684\u8bc1\u660e\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6838\u5fc3\u6b65\u9aa4\u5305\u62ec<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u54c8\u5e0c\u521b\u5efa<\/strong>:\u7cfb\u7edf\u5229\u7528\u52a0\u5bc6\u7b97\u6cd5\u751f\u6210\u5408\u540c\u7684\u552f\u4e00\u54c8\u5e0c\u503c\u3002\u6839\u636e\u6587\u4ef6\u5185\u5bb9\u751f\u6210\u7684\u54c8\u5e0c\u503c\u53ef\u4f5c\u4e3a\u6570\u5b57\u6307\u7eb9\u3002.<\/li>\n\n\n\n<li><strong>\u52a0\u5bc6<\/strong>:\u4f7f\u7528\u53d1\u9001\u8005\u7684\u79c1\u4eba\u5bc6\u94a5\u5bf9\u6563\u5217\u503c\u8fdb\u884c\u52a0\u5bc6\uff0c\u751f\u6210\u5b9e\u9645\u7b7e\u540d\u3002.<\/li>\n\n\n\n<li><strong>\u9644\u4ef6<\/strong>:\u6570\u5b57\u7b7e\u540d\u4e0e\u65f6\u95f4\u6233\u548c\u8bc1\u4e66\u4fe1\u606f\u4e00\u8d77\u9644\u5728\u6587\u4ef6\u4e0a\u3002.<\/li>\n\n\n\n<li><strong>\u9a8c\u8bc1<\/strong>:\u63a5\u6536\u65b9\u4f7f\u7528\u53d1\u9001\u65b9\u7684\u516c\u5f00\u5bc6\u94a5\u5bf9\u7b7e\u540d\u8fdb\u884c\u89e3\u5bc6\uff0c\u5e76\u5c06\u5176\u4e0e\u65b0\u751f\u6210\u7684\u63a5\u6536\u6587\u4ef6\u54c8\u5e0c\u503c\u8fdb\u884c\u6bd4\u8f83\u3002.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u7b7e\u540d\u6587\u4ef6\u4e2d\u7684\u5229\u7387\u3001\u5230\u671f\u65e5\u3001ISIN \u6216\u5ba2\u6237\u8bc6\u522b\u6570\u636e\u7684\u4efb\u4f55\u4fee\u6539\u90fd\u4f1a\u7834\u574f\u9a8c\u8bc1\u3002\u5373\u4f7f\u662f\u66f4\u6539\u4e00\u4e2a\u5b57\u7b26\uff0c\u4e5f\u4f1a\u5bfc\u81f4\u7531\u66f4\u6539\u540e\u7684\u6587\u4ef6\u751f\u6210\u7684\u54c8\u5e0c\u503c\u4e0e\u539f\u59cb\u52a0\u5bc6\u54c8\u5e0c\u503c\u4e0d\u540c\uff0c\u4ece\u800c\u7acb\u5373\u6807\u8bb0\u51fa\u7be1\u6539\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7531\u8bc1\u4e66\u9881\u53d1\u673a\u6784\u7ef4\u62a4\u7684\u65f6\u95f4\u6233\u3001\u8bc1\u4e66\u6709\u6548\u671f\u548c\u540a\u9500\u5217\u8868\u53ef\u786e\u4fdd\u5728\u539f\u59cb\u4ea4\u6613\u591a\u5e74\u540e\u4ecd\u80fd\u6301\u7eed\u4fe1\u4efb\u7b7e\u540d\u3002\u4fe1\u8a89\u826f\u597d\u7684\u6570\u5b57\u7b7e\u540d\u8f6f\u4ef6\u5c06\u8fd9\u79cd\u590d\u6742\u6027\u9690\u85cf\u5728\u7b80\u5355\u7684\u754c\u9762\u4e4b\u540e\uff0c\u4f46\u5408\u89c4\u56e2\u961f\u5e94\u4e86\u89e3\u5176\u57fa\u672c\u673a\u5236\uff0c\u4ee5\u8bc4\u4f30\u98ce\u9669\uff0c\u5e76\u5728\u5ba1\u8ba1\u8fc7\u7a0b\u4e2d\u89e3\u91ca\u6d41\u7a0b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-role-of-pki-certificates-and-swiss-data-sovereignty\">\u516c\u94a5\u57fa\u7840\u8bbe\u65bd\u3001\u8bc1\u4e66\u548c\u745e\u58eb\u6570\u636e\u4e3b\u6743\u7684\u4f5c\u7528<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u516c\u94a5\u57fa\u7840\u8bbe\u65bd\u4e3a\u91d1\u878d\u5408\u540c\u548c\u76d1\u7ba1\u62a5\u544a\u63d0\u4f9b\u6570\u5b57\u7b7e\u540d\u80cc\u540e\u7684\u4fe1\u4efb\u5c42\u3002PKI \u5efa\u7acb\u4e86\u4e00\u4e2a\u52a0\u5bc6\u5bc6\u94a5\u548c\u6570\u5b57\u8bc1\u4e66\u534f\u540c\u5de5\u4f5c\u7684\u6846\u67b6\uff0c\u7528\u4e8e\u9a8c\u8bc1\u8eab\u4efd\u548c\u4fdd\u62a4\u654f\u611f\u6570\u636e\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u5b57\u8bc1\u4e66\u7684\u529f\u80fd\u7c7b\u4f3c\u4e8e\u7531\u53d7\u4fe1\u4efb\u7684\u8bc1\u4e66\u9881\u53d1\u673a\u6784\u9881\u53d1\u7684\u6570\u5b57\u8eab\u4efd\u8bc1\u3002\u8be5\u673a\u6784\u5728\u7b7e\u53d1\u8bc1\u4e66\u524d\u4f1a\u9a8c\u8bc1\u8bc1\u4e66\u6301\u6709\u8005\u7684\u8eab\u4efd\uff0c\u4ece\u800c\u521b\u5efa\u4e00\u4e2a\u5176\u4ed6\u5404\u65b9\u53ef\u4ee5\u4f9d\u8d56\u7684\u4fe1\u4efb\u94fe\u3002\u5f53\u5bf9\u67d0\u4eba\u662f\u5426\u771f\u7684\u7b7e\u7f72\u4e86\u4e00\u4efd\u6587\u4ef6\u4ea7\u751f\u4e89\u8bae\u65f6\uff0c\u8bc1\u4e66\u63d0\u4f9b\u4e86\u4e0d\u53ef\u5426\u8ba4\u6027\uff0c\u56e0\u4e3a\u53ea\u6709\u76f8\u5e94\u79c1\u94a5\u7684\u6301\u6709\u8005\u624d\u80fd\u521b\u5efa\u8be5\u7b7e\u540d\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u673a\u6784\u5e94\u4f18\u5148\u9009\u62e9\u4e0e\u7b26\u5408 eIDAS\u3001WebTrust \u7b49\u6807\u51c6\u548c\u5f53\u5730\u76d1\u7ba1\u6307\u5357\u7684\u53ef\u4fe1\u8bc1\u4e66\u9881\u53d1\u673a\u6784\u5408\u4f5c\u7684\u4f9b\u5e94\u5546\u3002\u8bc1\u4e66\u9881\u53d1\u673a\u6784\u7684\u9009\u62e9\u76f4\u63a5\u5f71\u54cd\u4e0d\u540c\u53f8\u6cd5\u7ba1\u8f96\u533a\u5bf9\u7b7e\u540d\u7684\u6cd5\u5f8b\u627f\u8ba4\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u745e\u58eb\u6570\u636e\u4e3b\u6743\u662f\u6b27\u6d32\u548c\u5168\u7403\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u7684\u91cd\u8981\u8003\u8651\u56e0\u7d20\u3002\u5728\u745e\u58eb\u6570\u636e\u4e2d\u5fc3\u6258\u7ba1\u7b7e\u540d\u5de5\u4f5c\u6d41\u7a0b\u548c\u5ba2\u6237\u6587\u4ef6\uff0c\u6709\u52a9\u4e8e\u673a\u6784\u6ee1\u8db3\u6570\u636e\u9a7b\u7559\u8981\u6c42\u548c\u7f8e\u56fd\u91d1\u878d\u5e02\u573a\u7ba1\u7406\u5c40\uff08FINMA\uff09\u7684\u671f\u671b\u3002\u745e\u58eb\u5f3a\u5927\u7684\u6570\u636e\u4fdd\u62a4\u6cd5\u5f8b\u548c\u653f\u6cbb\u7a33\u5b9a\u6027\u4f7f\u5176\u6210\u4e3a\u5b58\u50a8\u91d1\u878d\u4ea4\u6613\u76f8\u5173\u654f\u611f\u4fe1\u606f\u7684\u7406\u60f3\u53f8\u6cd5\u7ba1\u8f96\u533a\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u53ef\u5b8c\u5168\u6258\u7ba1\u5728\u745e\u58eb\u6216\u5728\u745e\u58eb\u5883\u5185\u8fd0\u884c\uff0c\u5141\u8bb8\u94f6\u884c\u548c\u516c\u5171\u5b9e\u4f53\u5728\u5176\u7ba1\u8f96\u8303\u56f4\u5185\u4fdd\u5b58\u7b7e\u540d\u5bc6\u94a5\u548c\u5ba2\u6237\u6570\u636e\u3002\u8fd9\u79cd\u7075\u6d3b\u6027\u53ef\u786e\u4fdd\u5305\u542b\u654f\u611f\u5ba2\u6237\u4fe1\u606f\u7684\u7535\u5b50\u6587\u6863\u4fdd\u6301\u673a\u5bc6\uff0c\u5e76\u53d7\u5230\u9002\u5f53\u7684\u6cd5\u5f8b\u4fdd\u62a4\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-legal-and-regulatory-framework-for-digitally-signed-financial-documents\">\u6570\u5b57\u7b7e\u540d\u8d22\u52a1\u6587\u4ef6\u7684\u6cd5\u5f8b\u548c\u76d1\u7ba1\u6846\u67b6<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c3d\u7ba1\u4e0d\u540c\u6587\u4ef6\u7c7b\u578b\u548c\u884c\u4e1a\u7684\u5177\u4f53\u89c4\u5219\u5404\u4e0d\u76f8\u540c\uff0c\u4f46\u5b89\u5168\u6570\u5b57\u7b7e\u540d\u5728\u5168\u7403\u4e3b\u8981\u5e02\u573a\u90fd\u5f97\u5230\u4e86\u6cd5\u5f8b\u8ba4\u53ef\u3002\u4e86\u89e3\u6cd5\u5f8b\u6846\u67b6\u6709\u52a9\u4e8e\u673a\u6784\u5b9e\u65bd\u5408\u89c4\u7684\u7b7e\u7f72\u6d41\u7a0b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e3b\u8981\u6cd5\u5f8b\u6846\u67b6\uff1a<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u6761\u4f8b<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u7ba1\u8f96\u6743<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u4e3b\u8981\u6761\u6b3e<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>ESIGN \u6cd5\u6848<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7f8e\u56fd<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6839\u636e\u300a\u56fd\u5bb6\u5546\u6cd5\u300b\u7684\u89c4\u5b9a\uff0c\u8d4b\u4e88\u7535\u5b50\u7b7e\u540d\u548c\u7535\u5b50\u6587\u4ef6\u4e0e\u7eb8\u8d28\u6587\u4ef6\u76f8\u540c\u7684\u6cd5\u5f8b\u6548\u529b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u7edf\u4e00\u7535\u5b50\u4ea4\u6613\u6cd5<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7f8e\u56fd\uff08\u5dde\u4e00\u7ea7\uff09<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4e3a\u5404\u5dde\u7535\u5b50\u4ea4\u6613\u63d0\u4f9b\u7edf\u4e00\u89c4\u5219<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>eIDAS \u6cd5\u89c4<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6b27\u6d32\u8054\u76df<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5236\u5b9a\u7535\u5b50\u8eab\u4efd\u8bc6\u522b\u6807\u51c6\uff0c\u5b9a\u4e49\u5408\u683c\u3001\u9ad8\u7ea7\u548c\u7b80\u5355\u7b7e\u540d\u7ea7\u522b<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>ZertES<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u745e\u58eb<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7ba1\u7406\u745e\u58eb\u6cd5\u5f8b\u4e2d\u7684\u7535\u5b50\u7b7e\u540d\u548c\u8ba4\u8bc1\u670d\u52a1<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u7535\u5b50\u6587\u4ef6\u6cd5<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5404\u53f8\u6cd5\u7ba1\u8f96\u533a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4e3a\u6570\u5b57\u7b7e\u540d\u6587\u4ef6\u63d0\u4f9b\u6cd5\u5f8b\u8ba4\u53ef<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u670d\u52a1\u90e8\u95e8\u5fc5\u987b\u6839\u636e\u90e8\u95e8\u6cd5\u89c4\u8c03\u6574\u7b7e\u540d\u505a\u6cd5\uff0c\u5305\u62ec<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>MiFID II \u5bf9\u6b27\u76df\u5ba2\u6237\u901a\u8baf\u548c\u8bb0\u5f55\u4fdd\u5b58\u7684\u8981\u6c42<\/li>\n\n\n\n<li>\u5173\u4e8e\u53cd\u6d17\u94b1\u6587\u4ef6\u7684\u300a\u53cd\u6d17\u94b1\u6cd5\u300b\u6307\u4ee4<\/li>\n\n\n\n<li>\u745e\u58eb\u91d1\u878d\u7ba1\u7406\u5c40\uff08FINMA\uff09\u5173\u4e8e\u745e\u58eb\u91d1\u878d\u673a\u6784\u7684\u901a\u544a<\/li>\n\n\n\n<li>\u7f8e\u56fd\u4eba\u6d77\u5916\u8d26\u6237\u7684 FATCA \u62a5\u544a\u8981\u6c42<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u5e38\u9700\u8981\u66f4\u9ad8\u4fdd\u8bc1\u7b7e\u540d\u7684\u6587\u4ef6\u5305\u62ec\u62b5\u62bc\u5951\u7ea6\u3001\u8d28\u62bc\u534f\u8bae\u3001\u9ad8\u4ef7\u503c\u4fe1\u8d37\u989d\u5ea6\u548c\u5168\u6743\u8d44\u4ea7\u7ba1\u7406\u6388\u6743\u3002\u8fd9\u4e9b\u654f\u611f\u6587\u4ef6\u9700\u8981\u52a0\u5f3a\u5b89\u5168\u63aa\u65bd\uff0c\u4ee5\u4fdd\u62a4\u6240\u6709\u76f8\u5173\u65b9\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5408\u89c4\u56e2\u961f\u5e94\u6309\u8f96\u533a\u521b\u5efa\u5185\u90e8\u77e9\u9635\uff0c\u5c06\u6bcf\u79cd\u8d22\u52a1\u6587\u4ef6\u7c7b\u578b\u4e0e\u53ef\u63a5\u53d7\u7684\u6700\u4f4e\u7b7e\u540d\u7ea7\u522b\u548c\u4fdd\u7559\u8981\u6c42\u76f8\u5bf9\u5e94\u3002\u8fd9\u79cd\u7efc\u5408\u65b9\u6cd5\u53ef\u786e\u4fdd\u6cd5\u5f8b\u8981\u6c42\u5728\u6574\u4e2a\u7ec4\u7ec7\u5185\u7684\u4e00\u81f4\u5e94\u7528\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-typical-financial-use-cases-for-secure-digital-signing\">\u5b89\u5168\u6570\u5b57\u7b7e\u540d\u7684\u5178\u578b\u91d1\u878d\u7528\u4f8b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u65e6\u8eab\u4efd\u548c\u5de5\u4f5c\u6d41\u7a0b\u6570\u5b57\u5316\uff0c\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u4e2d\u51e0\u4e4e\u6240\u6709\u9762\u5411\u5ba2\u6237\u7684\u6d41\u7a0b\u90fd\u53ef\u4ee5\u5d4c\u5165\u5b89\u5168\u7b7e\u540d\u3002\u4ee5\u4e0b\u573a\u666f\u5c55\u793a\u4e86\u6570\u5b57\u7b7e\u540d\u5982\u4f55\u4e3a\u6574\u4e2a\u91d1\u878d\u670d\u52a1\u9886\u57df\u5e26\u6765\u4ef7\u503c\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-account-opening-and-kyc\">\u5f00\u6237\u548c KYC<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u53ef\u5728\u5bb6\u4e2d\u5ba1\u67e5\u5e76\u4ee5\u7535\u5b50\u65b9\u5f0f\u7b7e\u7f72\u98ce\u9669\u7b80\u4ecb\u3001\u670d\u52a1\u6761\u6b3e\u548c\u53d7\u76ca\u6240\u6709\u6743\u58f0\u660e\uff0c\u540c\u65f6\u673a\u6784\u53ef\u4fdd\u7559\u5b8c\u6574\u7684\u5ba1\u8ba1\u8ddf\u8e2a\u8bb0\u5f55\u3002\u6570\u5b57\u5165\u804c\u7cfb\u7edf\u53ef\u6355\u83b7\u8eab\u4efd\u8bc1\u4ef6\u3001\u6267\u884c\u9a8c\u8bc1\u68c0\u67e5\uff0c\u5e76\u5728\u65e0\u7f1d\u5de5\u4f5c\u6d41\u7a0b\u4e2d\u63d0\u4ea4\u5f00\u6237\u8868\u683c\u4ee5\u4f9b\u7b7e\u7f72\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-lending-and-credit\">\u501f\u8d37\u4e0e\u4fe1\u8d37<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6d88\u8d39\u8d37\u6b3e\u3001\u4e2d\u5c0f\u578b\u4f01\u4e1a\u4fe1\u8d37\u670d\u52a1\u548c\u623f\u5730\u4ea7\u878d\u8d44\u4e00\u63fd\u5b50\u65b9\u6848\u90fd\u53d7\u76ca\u4e8e\u5b89\u5168\u6570\u5b57\u7b7e\u540d\u3002\u5229\u7387\u62a5\u4ef7\u3001\u62b5\u62bc\u54c1\u8bf4\u660e\u3001\u5951\u7ea6\u548c\u8fd8\u6b3e\u8ba1\u5212\u5728\u7b7e\u7f72\u540e\u5fc5\u987b\u4fdd\u6301\u4e0d\u53d8\uff0c\u4ee5\u4fdd\u62a4\u8d37\u6b3e\u4eba\u548c\u501f\u6b3e\u4eba\u3002\u4e0e\u4f20\u7edf\u7684\u7eb8\u8d28\u6d41\u7a0b\u76f8\u6bd4\uff0c\u6570\u5b57\u7b7e\u7f72\u7684\u8d37\u6b3e\u534f\u8bae\u4ece\u7533\u8bf7\u5230\u83b7\u5f97\u8d44\u91d1\u7684\u901f\u5ea6\u8981\u5feb\u5f97\u591a\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-investment-management\">\u6295\u8d44\u7ba1\u7406<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7ba1\u7406\u6295\u8d44\u7ec4\u5408\u6240\u9700\u7684\u6295\u8d44\u653f\u7b56\u58f0\u660e\u3001\u9002\u5b9c\u6027\u8c03\u67e5\u8868\u548c\u6709\u9650\u6388\u6743\u4e66\u6587\u4ef6\u90fd\u53d7\u76ca\u4e8e\u6570\u5b57\u7b7e\u540d\u3002\u533b\u7597\u4fdd\u5065\u63d0\u4f9b\u5546\u3001\u517b\u8001\u57fa\u91d1\u548c\u4e2a\u4eba\u6295\u8d44\u8005\u53ef\u4ee5\u6388\u6743\u6295\u8d44\u4efb\u52a1\uff0c\u56e0\u4e3a\u4ed6\u4eec\u77e5\u9053\u8fd9\u4e9b\u6587\u4ef6\u5177\u6709\u6cd5\u5f8b\u7ea6\u675f\u529b\uff0c\u5e76\u53ef\u9632\u6b62\u672a\u7ecf\u6388\u6743\u7684\u4fee\u6539\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-insurance-and-wealth-planning\">\u4fdd\u9669\u4e0e\u8d22\u5bcc\u89c4\u5212<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4fdd\u5355\u63a5\u53d7\u3001\u8de8\u5883\u6295\u8d44\u62ab\u9732\u548c\u9057\u4ea7\u89c4\u5212\u6587\u4ef6\u90fd\u53ef\u4ee5\u5b89\u5168\u5730\u8fdb\u884c\u6570\u5b57\u7b7e\u540d\u3002\u516c\u53f8\u8d26\u6237\u6216\u4fe1\u6258\u5b89\u6392\u4e0a\u7684\u591a\u4e2a\u6388\u6743\u7b7e\u5b57\u4eba\u53ef\u4ee5\u6309\u987a\u5e8f\u7b7e\u5b57\uff0c\u5e76\u6e05\u6670\u8bb0\u5f55\u8c01\u5728\u4f55\u65f6\u7b7e\u5b57\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-corporate-banking\">\u4f01\u4e1a\u94f6\u884c\u4e1a\u52a1<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8463\u4e8b\u4f1a\u51b3\u8bae\u3001\u8d22\u52a1\u6388\u6743\u548c\u516c\u53f8\u95f4\u534f\u8bae\u5f80\u5f80\u9700\u8981\u4e0d\u540c\u5730\u70b9\u7684\u591a\u4f4d\u5b98\u5458\u7b7e\u540d\u3002\u6570\u5b57\u7b7e\u540d\u6d88\u9664\u4e86\u6536\u96c6\u7eb8\u8d28\u624b\u5199\u7b7e\u540d\u5e26\u6765\u7684\u5feb\u9012\u5ef6\u8bef\u548c\u8ddf\u8e2a\u96be\u9898\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-by-step-how-to-digitally-sign-financial-documents-securely\">\u6b65\u9aa4\uff1a\u5982\u4f55\u5b89\u5168\u5730\u5bf9\u8d22\u52a1\u6587\u4ef6\u8fdb\u884c\u6570\u5b57\u7b7e\u540d<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u8282\u4e3a\u94f6\u884c\u548c\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u63d0\u4f9b\u4e86\u4e00\u4efd\u5b9e\u65bd\u5b89\u5168\u7b7e\u7f72\u7684\u5b9e\u7528\u6e05\u5355\u3002\u9075\u5faa\u8fd9\u4e9b\u6b65\u9aa4\u6709\u52a9\u4e8e\u786e\u4fdd\u8d35\u673a\u6784\u80fd\u591f\u4ee5\u7535\u5b50\u65b9\u5f0f\u7b7e\u7f72\u6587\u4ef6\uff0c\u540c\u65f6\u6ee1\u8db3\u76d1\u7ba1\u8981\u6c42\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6b65\u9aa4 1\uff1a\u8bc4\u4f30\u6587\u4ef6\u8303\u56f4\u548c\u98ce\u9669<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9996\u5148\u786e\u5b9a\u54ea\u4e9b\u6587\u4ef6\u7c7b\u578b\u9700\u8981\u6570\u5b57\u7b7e\u540d\u3002\u6309\u98ce\u9669\u7b49\u7ea7\u6392\u5217\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4f4e\u98ce\u9669\uff1a\u5185\u90e8\u786e\u8ba4\u3001\u5e38\u89c4\u540c\u610f\u4e66<\/li>\n\n\n\n<li>\u4e2d\u7b49\u98ce\u9669\uff1a\u6807\u51c6\u5ba2\u6237\u534f\u8bae\u3001\u54a8\u8be2\u5408\u540c<\/li>\n\n\n\n<li>\u9ad8\u98ce\u9669\uff1a\u4fe1\u7528\u8d37\u6b3e\u3001\u5168\u6743\u59d4\u6258\u3001\u5176\u4ed6\u654f\u611f\u6587\u4ef6<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7b2c 2 \u6b65\uff1a\u9009\u62e9\u6570\u5b57\u7b7e\u540d\u5e73\u53f0<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9009\u62e9\u652f\u6301\u9ad8\u7ea7\u6216\u5408\u683c\u7b7e\u540d\u5e76\u5177\u6709\u5f3a\u5927\u8eab\u4efd\u9a8c\u8bc1\u529f\u80fd\u7684\u5e73\u53f0\u3002\u4e3b\u8981\u8bc4\u4f30\u6807\u51c6\u5305\u62ec<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7b26\u5408 ESIGN\u3001eIDAS \u548c ZertES \u6807\u51c6<\/li>\n\n\n\n<li>\u4e0e\u73b0\u6709\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\u7684\u96c6\u6210\u80fd\u529b<\/li>\n\n\n\n<li>\u8bc1\u4e66\u7ba1\u7406\u548c\u65f6\u95f4\u6233\u529f\u80fd<\/li>\n\n\n\n<li>\u7b26\u5408\u76d1\u7ba1\u8981\u6c42\u7684\u6570\u636e\u9a7b\u7559\u9009\u9879<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6b65\u9aa4 3\uff1a\u6ce8\u518c\u7528\u6237\u548c\u5ba2\u6237<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6587\u4ef6\u51c6\u5907\u5fc5\u987b\u5305\u62ec\u9002\u5f53\u7684\u8eab\u4efd\u8bc1\u660e\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9a8c\u8bc1\u5185\u90e8\u7528\u6237\u8eab\u4efd\u5e76\u5206\u914d\u9002\u5f53\u7684\u7b7e\u540d\u6743\u9650<\/li>\n\n\n\n<li>\u5728\u6570\u5b57\u5316\u5165\u804c\u8fc7\u7a0b\u4e2d\u83b7\u53d6\u5ba2\u6237\u8eab\u4efd\u4fe1\u606f<\/li>\n\n\n\n<li>\u7ed8\u5236\u516c\u53f8\u8d26\u6237\u7684\u6cd5\u5b9a\u7b7e\u5b57\u6743\u5730\u56fe<\/li>\n\n\n\n<li>\u6839\u636e\u6cd5\u89c4\u8981\u6c42\u9881\u53d1\u4e2a\u4eba\u8bc1\u4e66<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7b2c 4 \u6b65\uff1a\u914d\u7f6e\u7b7e\u540d\u5de5\u4f5c\u6d41\u7a0b<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8bbe\u8ba1\u7b26\u5408\u64cd\u4f5c\u8981\u6c42\u7684\u5de5\u4f5c\u6d41\u7a0b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u786e\u5b9a\u5173\u7cfb\u7ecf\u7406\u3001\u98ce\u9669\u5b98\u548c\u5ba2\u6237\u7684\u7b7e\u540d\u987a\u5e8f<\/li>\n\n\n\n<li>\u901a\u8fc7\u81ea\u52a8\u63d0\u9192\u8bbe\u7f6e\u6e05\u6670\u7684\u7b7e\u7f72\u987a\u5e8f<\/li>\n\n\n\n<li>\u786e\u5b9a\u65f6\u95f4\u654f\u611f\u4ea4\u6613\u7684\u622a\u6b62\u65f6\u95f4<\/li>\n\n\n\n<li>\u4e3a\u9ad8\u4ef7\u503c\u4ea4\u6613\u914d\u7f6e\u5ba1\u6279\u9608\u503c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6b65\u9aa4 5\uff1a\u6267\u884c\u548c\u5b58\u6863<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u9002\u5f53\u7684\u63a7\u5236\u5b8c\u6210\u7b7e\u7f72\u8fc7\u7a0b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u901a\u8fc7\u5b89\u5168\u6e20\u9053\u53d1\u9001\u6587\u4ef6<\/li>\n\n\n\n<li>\u76d1\u6d4b\u7b7e\u7f72\u60c5\u51b5\u5e76\u8ddf\u8fdb\u672a\u51b3\u9879\u76ee<\/li>\n\n\n\n<li>\u5728\u6700\u7ec8\u5b8c\u6210\u4ea4\u6613\u524d\u6838\u5b9e\u5df2\u5b8c\u6210\u7684\u7b7e\u540d<\/li>\n\n\n\n<li>\u5c06\u5df2\u7b7e\u540d\u7684 PDF \u6587\u4ef6\u5b58\u50a8\u5728\u7b26\u5408\u8981\u6c42\u7684\u5b58\u6863\u4e2d\uff0c\u5e76\u5177\u6709\u4e00\u6b21\u5199\u5165\u3001\u591a\u6b21\u8bfb\u53d6\u7684\u63a7\u5236\u529f\u80fd<\/li>\n\n\n\n<li>\u8fdb\u884c\u5b9a\u671f\u6d4b\u8bd5\uff0c\u4ee5\u786e\u8ba4\u591a\u5e74\u540e\u7b7e\u540d\u4ecd\u7136\u6709\u6548<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-choosing-a-digital-signature-provider-for-financial-institutions\">\u4e3a\u91d1\u878d\u673a\u6784\u9009\u62e9\u6570\u5b57\u7b7e\u540d\u63d0\u4f9b\u5546<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9009\u62e9\u5408\u9002\u7684\u63d0\u4f9b\u5546\u9700\u8981\u8bc4\u4f30\u91d1\u878d\u670d\u52a1\u7279\u6709\u7684\u591a\u4e2a\u56e0\u7d20\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u76d1\u7ba1\u5408\u89c4<\/strong>:\u9a8c\u8bc1\u5bf9 ESIGN\u3001eIDAS\u3001ZertES \u548c MiFID II \u8bb0\u5f55\u4fdd\u5b58\u7b49\u884c\u4e1a\u8981\u6c42\u7684\u652f\u6301\u3002\u63d0\u4f9b\u5546\u5e94\u5c55\u793a\u5bf9\u91d1\u878d\u884c\u4e1a\u6cd5\u89c4\u7684\u7406\u89e3\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8eab\u4efd\u9a8c\u8bc1<\/strong>:\u5bfb\u627e\u5f3a\u5927\u7684\u8eab\u4efd\u9a8c\u8bc1\u9009\u9879\uff0c\u5305\u62ec\u591a\u56e0\u7d20\u8eab\u4efd\u9a8c\u8bc1\u3001\u94f6\u884c\u7ea7\u767b\u5f55\u6d41\u4ee5\u53ca\u4e0e\u56fd\u5bb6\u7535\u5b50\u8eab\u4efd\u9a8c\u8bc1\u8ba1\u5212\u7684\u96c6\u6210\uff08\u5982\u6709\uff09\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6570\u636e\u9a7b\u7559<\/strong>:\u745e\u58eb\u6216\u6b27\u76df\u6258\u7ba1\u9009\u9879\u53ef\u4e3a\u9075\u5b88\u4e25\u683c\u6570\u636e\u4e3b\u6743\u89c4\u5219\u7684\u673a\u6784\u63d0\u4f9b\u4fdd\u969c\u3002\u660e\u786e\u7684\u5bc6\u94a5\u7ba1\u7406\u653f\u7b56\u548c\u72ec\u7acb\u7684\u5b89\u5168\u8ba4\u8bc1\uff08\u5982 ISO 27001\uff09\u589e\u5f3a\u4e86\u4fe1\u5fc3\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u96c6\u6210\u80fd\u529b<\/strong>:\u89e3\u51b3\u65b9\u6848\u5e94\u4e0e\u73b0\u6709\u5e73\u53f0\u8fde\u63a5\uff0c\u5305\u62ec\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u3001\u5165\u804c\u5de5\u5177\u548c\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u7cfb\u7edf\u3002\u5e94\u7528\u7a0b\u5e8f\u63a5\u53e3\uff08API\uff09\u53ef\u5b9e\u73b0\u81ea\u5b9a\u4e49\u5de5\u4f5c\u6d41\u7a0b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5c06\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3001\u6570\u5b57\u5165\u804c\u3001\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u5b89\u5168\u6587\u6863\u5de5\u4f5c\u6d41\u6574\u5408\u5230\u4e00\u4e2a\u5e73\u53f0\u4e2d\uff0c\u964d\u4f4e\u4e86\u94f6\u884c\u548c\u8d22\u5bcc\u7ba1\u7406\u673a\u6784\u7684\u6574\u5408\u590d\u6742\u6027\u3002\u8fd9\u79cd\u4e00\u4f53\u5316\u7684\u65b9\u6cd5\u6d88\u9664\u4e86\u4e3a\u76f8\u5173\u529f\u80fd\u7ba1\u7406\u591a\u4e2a\u4f9b\u5e94\u5546\u5173\u7cfb\u7684\u9700\u8981\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-configuring-identity-verification-and-access-control\">\u914d\u7f6e\u8eab\u4efd\u9a8c\u8bc1\u548c\u8bbf\u95ee\u63a7\u5236<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f3a\u5927\u7684\u8eab\u4efd\u9a8c\u8bc1\u529f\u80fd\u53ef\u9632\u6b62\u672a\u7ecf\u6388\u6743\u7684\u7b7e\u540d\u548c\u6f5c\u5728\u7684\u8eab\u4efd\u76d7\u7528\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5185\u90e8\u7528\u6237<\/strong>:\u5173\u7cfb\u7ecf\u7406\u548c\u5408\u89c4\u5b98\u5458\u5e94\u4f7f\u7528\u591a\u56e0\u7d20\u65b9\u6cd5\u8fdb\u884c\u8eab\u4efd\u9a8c\u8bc1\u3002\u57fa\u4e8e\u89d2\u8272\u7684\u8bbf\u95ee\u63a7\u5236\u53ef\u786e\u4fdd\u7528\u6237\u53ea\u80fd\u8bbf\u95ee\u4e0e\u5176\u804c\u4f4d\u76f8\u7b26\u7684\u529f\u80fd\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5ba2\u6237\u8eab\u4efd<\/strong>:\u4f7f\u7528\u6570\u5b57\u4e0a\u673a\u529f\u80fd\uff08\u5982\u8eab\u4efd\u8bc1\u4ef6\u6355\u83b7\u3001\u6709\u6548\u6027\u68c0\u67e5\u548c\u89c6\u9891\u8bc6\u522b\uff09\u8fdb\u884c\u8fdc\u7a0b\u9a8c\u8bc1\uff0c\u53ef\u4e3a\u7b7e\u7f72\u6d41\u7a0b\u5960\u5b9a\u53ef\u4fe1\u7684\u57fa\u7840\u3002\u7528\u6237\u7684\u8eab\u4efd\u9a8c\u8bc1\u7ed3\u679c\u5e94\u76f4\u63a5\u4f5c\u4e3a\u7b7e\u7f72\u8d44\u683c\u7684\u4f9d\u636e\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6cd5\u5f8b\u80fd\u529b\u7ed8\u56fe<\/strong>:\u5c06\u6bcf\u4e2a\u7b7e\u540d\u8005\u4e0e\u5176\u7279\u5b9a\u7684\u6cd5\u5f8b\u8eab\u4efd\u8054\u7cfb\u8d77\u6765\u3002\u53d7\u76ca\u6240\u6709\u4eba\u3001\u6388\u6743\u7b7e\u5b57\u4eba\u3001\u8463\u4e8b\u4f1a\u6210\u5458\u6216\u5916\u90e8\u987e\u95ee\u5404\u81ea\u9700\u8981\u4e0d\u540c\u7684\u6587\u4ef6\u548c\u6743\u9650\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7ba1\u7406\u5458\u63a7\u5236<\/strong>:\u5bf9\u7ba1\u7406\u8bc1\u4e66\u751f\u547d\u5468\u671f\u548c\u7b7e\u540d\u7b56\u7565\u7684\u8d26\u6237\u5b9e\u65bd\u4e25\u683c\u63a7\u5236\u3002\u5982\u679c\u88ab\u6076\u610f\u884c\u4e3a\u8005\u5165\u4fb5\uff0c\u8fd9\u4e9b\u7279\u6743\u8d26\u6237\u5c06\u9762\u4e34\u5de8\u5927\u98ce\u9669\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5168\u9762\u8bb0\u5f55<\/strong>:\u8bb0\u5f55\u6bcf\u6b21\u8bbf\u95ee\u3001\u7b7e\u540d\u5c1d\u8bd5\u548c\u653f\u7b56\u53d8\u66f4\uff0c\u4ee5\u652f\u6301\u672a\u6765\u7684\u76d1\u7ba1\u5ba1\u8ba1\u548c\u5185\u90e8\u8c03\u67e5\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ensuring-document-integrity-audit-trails-and-long-term-archiving\">\u786e\u4fdd\u6587\u4ef6\u5b8c\u6574\u6027\u3001\u5ba1\u8ba1\u8ddf\u8e2a\u548c\u957f\u671f\u5b58\u6863<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6bcf\u4efd\u7b7e\u7f72\u7684\u8d22\u52a1\u6587\u4ef6\u90fd\u5e94\u4fdd\u7559\u5b8c\u6574\u7684\u5ba1\u8ba1\u5386\u53f2\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u6d3b\u52a8\u7c7b\u578b<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u83b7\u53d6\u7684\u4fe1\u606f<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u521b\u5efa\u6587\u4ef6<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u65f6\u95f4\u6233\u3001\u521b\u5efa\u8005\u8eab\u4efd\u3001\u7248\u672c\u53f7<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u4fee\u6539<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7b7e\u540d\u524d\u7684\u66f4\u6539\uff0c\u7f16\u8f91\u8eab\u4efd<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u53d1\u9001\u6d3b\u52a8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6536\u4ef6\u4eba\u3001\u4ea4\u4ed8\u65b9\u5f0f\u3001\u65f6\u95f4\u6233<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u67e5\u770b\u6d3b\u52a8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u67e5\u770b\u5668\u8eab\u4efd\u3001\u8bbf\u95ee\u65f6\u95f4\u6233<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u7b7e\u540d<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7b7e\u540d\u8005\u8eab\u4efd\u3001\u65f6\u95f4\u6233\u3001\u8bc1\u4e66\u8be6\u7ec6\u4fe1\u606f<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c06\u5df2\u7b7e\u7f72\u7684\u6587\u4ef6\u5b58\u50a8\u5728\u5177\u6709\u9002\u5f53\u63a7\u5236\u63aa\u65bd\u7684\u5b89\u5168\u5b58\u6863\u4e2d\uff0c\u6700\u597d\u662f\u5728\u4e0e\u60a8\u7684\u76d1\u7ba1\u4e49\u52a1\u76f8\u4e00\u81f4\u7684\u53f8\u6cd5\u7ba1\u8f96\u533a\u3002\u9274\u4e8e FINMA \u7684\u8981\u6c42\uff0c\u745e\u58eb\u6258\u7ba1\u4e3a\u8bb8\u591a\u79c1\u4eba\u94f6\u884c\u63d0\u4f9b\u4e86\u5f88\u597d\u7684\u670d\u52a1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5229\u7528\u65f6\u95f4\u6233\u670d\u52a1\u548c\u957f\u671f\u9a8c\u8bc1\u6570\u636e\uff0c\u5728\u8bc1\u4e66\u8fc7\u671f\u540e\u4fdd\u7559\u7b7e\u540d\u9a8c\u8bc1\u80fd\u529b\u3002\u5982\u679c\u6ca1\u6709\u8fd9\u4e9b\u89c4\u5b9a\uff0c\u4e00\u65e6\u8bc1\u4e66\u8fc7\u671f\uff0c\u5c31\u65e0\u6cd5\u9a8c\u8bc1\u65e7\u7b7e\u540d\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fdb\u884c\u5b9a\u671f\u5185\u90e8\u5ba1\u67e5\uff0c\u7531\u5408\u89c4\u56e2\u961f\u968f\u673a\u9009\u62e9\u5386\u53f2\u7b7e\u540d\u6587\u4ef6\uff0c\u5e76\u4f7f\u7528\u72ec\u7acb\u5de5\u5177\u9a8c\u8bc1\u7b7e\u540d\u3002\u8fd9\u79cd\u505a\u6cd5\u53ef\u786e\u8ba4\u5f52\u6863\u7cfb\u7edf\u6b63\u5e38\u8fd0\u884c\uff0c\u5e76\u652f\u6301\u64cd\u4f5c\u98ce\u9669\u7ba1\u7406\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5728\u5176\u745e\u58eb\u6258\u7ba1\u57fa\u7840\u8bbe\u65bd\u5185\u96c6\u4e2d\u7ba1\u7406\u8fd9\u4e9b\u6863\u6848\uff0c\u540c\u65f6\u5c06\u5df2\u7b7e\u7f72\u7684\u6587\u4ef6\u8f93\u5165\u6838\u5fc3\u94f6\u884c\u6216\u6295\u8d44\u7ec4\u5408\u5e73\u53f0\u7b49\u4e0b\u6e38\u7cfb\u7edf\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-risk-management-and-best-practices-for-secure-financial-signing\">\u5b89\u5168\u8d22\u52a1\u7b7e\u540d\u7684\u98ce\u9669\u7ba1\u7406\u548c\u6700\u4f73\u505a\u6cd5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6570\u5b57\u7b7e\u540d\u964d\u4f4e\u4e86\u4e0e\u7eb8\u8d28\u6d41\u7a0b\u76f8\u5173\u7684\u8bb8\u591a\u98ce\u9669\uff0c\u4f46\u4e5f\u5e26\u6765\u4e86\u5bc6\u94a5\u7ba1\u7406\u3001\u7f51\u7edc\u9493\u9c7c\u548c\u5b9e\u65bd\u8d28\u91cf\u65b9\u9762\u7684\u65b0\u95ee\u9898\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4fdd\u62a4\u79c1\u4eba\u5bc6\u94a5<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u79c1\u4eba\u5bc6\u94a5\u662f\u6570\u5b57\u7b7e\u540d\u5b89\u5168\u7684\u6700\u5173\u952e\u8981\u7d20\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8003\u8651\u673a\u6784\u7b7e\u540d\u5bc6\u94a5\u7684\u786c\u4ef6\u5b89\u5168\u6a21\u5757<\/li>\n\n\n\n<li>\u5b9e\u65bd\u5b89\u5168\u8981\u7d20\u6216\u96c6\u4e2d\u7ba1\u7406\u7684\u5bc6\u94a5\uff0c\u5e76\u4e25\u683c\u63a7\u5236\u8bbf\u95ee\u6743\u9650<\/li>\n\n\n\n<li>\u7edd\u4e0d\u5141\u8bb8\u5c06\u79c1\u4eba\u5bc6\u94a5\u5bfc\u51fa\u6216\u590d\u5236\u5230\u4e0d\u5b89\u5168\u7684\u5b58\u50a8\u8bbe\u5907\u4e2d<\/li>\n\n\n\n<li>\u5efa\u7acb\u5bc6\u94a5\u5b89\u5168\u8f6e\u6362\u548c\u62a5\u5e9f\u7a0b\u5e8f<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8ba4\u8bc6\u4e0e\u57f9\u8bad<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u63d0\u9ad8\u5458\u5de5\u548c\u5ba2\u6237\u7684\u8ba4\u8bc6\uff0c\u9632\u6b62\u793e\u4ea4\u5de5\u7a0b\u653b\u51fb\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u57f9\u8bad\u5458\u5de5\u8bc6\u522b\u865a\u5047\u7b7e\u540d\u8bf7\u6c42<\/li>\n\n\n\n<li>\u5411\u5ba2\u6237\u5ba3\u4f20\u5408\u6cd5\u7684\u6c9f\u901a\u6e20\u9053<\/li>\n\n\n\n<li>\u5236\u5b9a\u660e\u786e\u7684\u7a0b\u5e8f\uff0c\u6838\u5b9e\u4e0d\u5bfb\u5e38\u7684\u7b7e\u7f72\u8bf7\u6c42<\/li>\n\n\n\n<li>\u62a5\u544a\u548c\u5206\u6790\u672a\u9042\u653b\u51fb\uff0c\u6539\u8fdb\u9632\u5fa1\u63aa\u65bd<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8ba4\u8bc1\u8981\u6c42<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6301\u7eed\u5e94\u7528\u5f3a\u5927\u7684\u8eab\u4efd\u9a8c\u8bc1\u529f\u80fd\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8981\u6c42\u5bf9\u6240\u6709\u7b7e\u540d\u64cd\u4f5c\u8fdb\u884c\u591a\u56e0\u7d20\u8eab\u4efd\u9a8c\u8bc1<\/li>\n\n\n\n<li>\u5bf9\u8d85\u8fc7\u8bbe\u5b9a\u9608\u503c\u7684\u4ea4\u6613\u5b9e\u65bd\u5347\u7ea7\u9a8c\u8bc1<\/li>\n\n\n\n<li>\u8003\u8651\u5bf9\u4ef7\u503c\u6700\u9ad8\u7684\u6587\u4ef6\u8fdb\u884c\u751f\u7269\u8bc6\u522b\u9a8c\u8bc1<\/li>\n\n\n\n<li>\u76d1\u63a7\u53ef\u80fd\u8868\u660e\u5b58\u5728\u6f0f\u6d1e\u7684\u5f02\u5e38\u7b7e\u540d\u6a21\u5f0f<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e8b\u4ef6\u54cd\u5e94\u89c4\u5212<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u968f\u65f6\u51c6\u5907\u5e94\u5bf9\u5b89\u5168\u4e8b\u4ef6\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u521b\u5efa\u5173\u952e\u7b7e\u540d\u6587\u4ef6\u7c7b\u578b\u548c\u76f8\u5173\u63a7\u5236\u63aa\u65bd\u767b\u8bb0\u518c<\/li>\n\n\n\n<li>\u8bb0\u5f55\u8bc1\u4e66\u6216\u8d26\u6237\u53d7\u635f\u7684\u4e8b\u4ef6\u54cd\u5e94\u7a0b\u5e8f<\/li>\n\n\n\n<li>\u5b9a\u671f\u8fdb\u884c\u6f14\u4e60\uff0c\u7ec3\u4e60\u5e94\u5bf9\u6b65\u9aa4<\/li>\n\n\n\n<li>\u5236\u5b9a\u901a\u77e5\u53d7\u5f71\u54cd\u5404\u65b9\u7684\u6c9f\u901a\u8ba1\u5212<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u6d89\u53ca\u7b7e\u540d\u51ed\u8bc1\u7684\u6570\u636e\u6cc4\u9732\u9700\u8981\u5feb\u901f\u53cd\u5e94\uff0c\u4ee5\u9632\u6b62\u6b3a\u8bc8\u6027\u4ea4\u6613\u5e76\u4fdd\u62a4\u6574\u4e2a\u673a\u6784\u7684\u6570\u636e\u5b89\u5168\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"701\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-main-CRM-2024-c2cb8f3a-2-1024x701.png\" alt=\"\" class=\"wp-image-46861\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-main-CRM-2024-c2cb8f3a-2-1024x701.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-main-CRM-2024-c2cb8f3a-2-300x205.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-main-CRM-2024-c2cb8f3a-2-768x526.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-main-CRM-2024-c2cb8f3a-2-1536x1052.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/03\/InvestGlass-main-CRM-2024-c2cb8f3a-2.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-implementing-secure-signing-with-investglass\">\u4f7f\u7528 InvestGlass \u5b9e\u65bd\u5b89\u5168\u7b7e\u540d<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass 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class=\"wp-block-paragraph\"><strong>\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u96c6\u6210<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u7ba1\u7406\u6587\u4ef6\u7b7e\u7f72\u65f6\uff0c\u5173\u7cfb\u7ecf\u7406\u5b8c\u5168\u5728 InvestGlass CRM \u4e2d\u5de5\u4f5c\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u76f4\u63a5\u4ece\u5ba2\u6237\u8bb0\u5f55\u89e6\u53d1\u7b7e\u540d\u8bf7\u6c42<\/li>\n\n\n\n<li>\u65e0\u9700\u5207\u6362\u5e94\u7528\u7a0b\u5e8f\u5373\u53ef\u76d1\u63a7\u7b7e\u540d\u72b6\u6001<\/li>\n\n\n\n<li>\u5728\u5ba2\u6237\u6863\u6848\u4e2d\u81ea\u52a8\u5b58\u50a8\u5df2\u5b8c\u6210\u7684\u6587\u4ef6<\/li>\n\n\n\n<li>\u5728\u5ba2\u6237\u5bf9\u8bdd\u671f\u95f4\u8bbf\u95ee\u7b7e\u540d\u5386\u53f2\u8bb0\u5f55<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u745e\u58eb\u6258\u7ba1\u548c\u4e3b\u6743<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass 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class=\"wp-block-paragraph\">\u5df2\u7b7e\u7f72\u7684\u6295\u8d44\u59d4\u6258\u3001\u4ea4\u6613\u6388\u6743\u548c\u6295\u8d44\u7ec4\u5408\u518d\u5e73\u8861\u5ba1\u6279\u5728\u5e73\u53f0\u5185\u81ea\u7136\u6d41\u8f6c\u3002\u5ba2\u6237\u53ef\u901a\u8fc7\u7edf\u4e00\u7684\u5ba2\u6237\u95e8\u6237\u4f53\u9a8c\u67e5\u770b\u5176\u6295\u8d44\u7ec4\u5408\u5e76\u7b7e\u7f72\u76f8\u5173\u6587\u4ef6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8003\u8651\u5ba1\u67e5\u60a8\u5f53\u524d\u7684\u6587\u6863\u6d41\u7a0b\uff0c\u5e76\u786e\u5b9a\u4e00\u4e2a\u9488\u5bf9\u7279\u5b9a\u4f7f\u7528\u6848\u4f8b\uff08\u5982\u8fdc\u7a0b\u5f00\u6237\uff09\u4f7f\u7528 InvestGlass \u7684\u8bd5\u70b9\u9879\u76ee\u3002\u4ece\u4e00\u4e2a\u5b9a\u4e49\u660e\u786e\u7684\u5de5\u4f5c\u6d41\u7a0b\u5f00\u59cb\uff0c\u8ba9\u60a8\u7684\u56e2\u961f\u79ef\u7d2f\u7ecf\u9a8c\uff0c\u7136\u540e\u518d\u6269\u5c55\u5230\u5176\u4ed6\u6587\u6863\u7c7b\u578b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faq\">\u5e38\u89c1\u95ee\u9898<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-are-digitally-signed-financial-documents-always-valid-in-court\">\u6570\u5b57\u7b7e\u540d\u7684\u8d22\u52a1\u6587\u4ef6\u5728\u6cd5\u5ead\u4e0a\u662f\u5426\u59cb\u7ec8\u6709\u6548<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5305\u62ec\u7f8e\u56fd\u3001\u6b27\u76df\u548c\u745e\u58eb\u5728\u5185\u7684\u5927\u591a\u6570\u53f8\u6cd5\u7ba1\u8f96\u533a\u7684\u6cd5\u9662\u90fd\u627f\u8ba4\u6b63\u786e\u7b7e\u53d1\u7684\u6570\u5b57\u7b7e\u540d\u4e3a\u6709\u6548\u8bc1\u636e\u3002\u7edf\u4e00\u7535\u5b50\u4ea4\u6613\u6cd5\u300b\u548c\u7c7b\u4f3c\u7acb\u6cd5\u4e3a\u63a5\u53d7\u7535\u5b50\u7b7e\u540d\u548c\u4f20\u7edf\u6e7f\u58a8\u7b7e\u540d\u63d0\u4f9b\u4e86\u6cd5\u5f8b\u57fa\u7840\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6709\u6548\u6027\u53d6\u51b3\u4e8e\u662f\u5426\u9075\u5faa\u4e86\u6b63\u786e\u7684\u7a0b\u5e8f\uff0c\u662f\u5426\u4f7f\u7528\u4e86\u516c\u8ba4\u7684\u8bc1\u4e66\u9881\u53d1\u673a\u6784\u9881\u53d1\u7684\u53ef\u4fe1\u8bc1\u4e66\uff0c\u4ee5\u53ca\u662f\u5426\u8bc1\u660e\u7b7e\u7f72\u4eba\u7684\u8eab\u4efd\u5df2\u5f97\u5230\u6838\u5b9e\uff0c\u6587\u4ef6\u5728\u7b7e\u7f72\u540e\u672a\u88ab\u7be1\u6539\u3002\u673a\u6784\u5e94\u5168\u9762\u8bb0\u5f55\u5176\u7b7e\u7f72\u653f\u7b56\u5e76\u4fdd\u5b58\u8be6\u7ec6\u7684\u5ba1\u8ba1\u8ddf\u8e2a\uff0c\u4ee5\u4fbf\u5728\u51fa\u73b0\u4e89\u8bae\u65f6\u80fd\u6e05\u695a\u5730\u89e3\u91ca\u5176\u6d41\u7a0b\u3002\u4e0e\u5408\u683c\u7684\u6cd5\u5f8b\u987e\u95ee\u5408\u4f5c\uff0c\u786e\u8ba4\u7a0b\u5e8f\u7b26\u5408\u5f53\u5730\u6cd5\u5f8b\u8981\u6c42\uff0c\u53ef\u63d0\u4f9b\u66f4\u591a\u4fdd\u8bc1\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-long-should-a-bank-or-wealth-manager-keep-digitally-signed-documents\">\u94f6\u884c\u6216\u7406\u8d22\u7ecf\u7406\u5e94\u5c06\u6570\u5b57\u7b7e\u540d\u6587\u4ef6\u4fdd\u5b58\u591a\u957f\u65f6\u95f4<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4fdd\u5b58\u671f\u9650\u53d6\u51b3\u4e8e\u5f53\u5730\u6cd5\u89c4\u548c\u5408\u540c\u7c7b\u578b\u3002\u4e00\u822c\u8981\u6c42\u4e3a\u4e94\u81f3\u5341\u5e74\uff0c\u6709\u4e9b\u8bb0\u5f55\u9700\u8981\u4fdd\u7559\u66f4\u957f\u65f6\u95f4\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6295\u8d44\u8bb0\u5f55\uff1a\u901a\u5e38\u4e3a 7 \u81f3 10 \u5e74<\/li>\n\n\n\n<li>\u62b5\u62bc\u8d37\u6b3e\u548c\u623f\u5730\u4ea7\u4ea4\u6613\uff1a\u53ef\u80fd\u8981\u6c42\u5728\u8d37\u6b3e\u5e74\u9650\u52a0\u4e0a\u989d\u5916\u5e74\u9650\u5185\u4fdd\u7559<\/li>\n\n\n\n<li>\u7a0e\u52a1\u76f8\u5173\u6587\u4ef6\uff1a\u901a\u5e38\u81f3\u5c11 7 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The days of printing, signing with wet ink, and scanning documents are rapidly fading as institutions embrace more efficient and secure alternatives. Introduction to Secure Digital Signing in Finance Since around 2020, remote onboarding and digital [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":29251,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,95],"class_list":["post-49126","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-wealth-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Digitally Sign Financial Documents Securely | InvestGlass<\/title>\n<meta name=\"description\" content=\"Secure digital signatures have become the default standard for financial contracts, loan files, and onboarding forms across the globe. The days of\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/zh\/\u5982\u4f55\u5b89\u5168\u5730\u5bf9\u8d22\u52a1\u6587\u4ef6\u8fdb\u884c\u6570\u5b57\u7b7e\u540d\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Digitally Sign Financial Documents Securely\" \/>\n<meta property=\"og:description\" content=\"Secure digital signatures have become the default standard for financial contracts, loan files, and onboarding forms across the globe. 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