1. documents and documents required for opening an account:
① My original ID card;
② My bank card;
③
Cash Account Opening fee
(Optional ). 2. account owner:
★New User★Securities account opened★Fund account opened
① Only the following two types of securities account should be opened:
② Open a fund account
③ Activate the banking service
★Opening a securities account
1. The investor himself goes to the business department of the securities company and fills in the natural person securities account registration application form;
2,
Investors pay the account opening fee
, Submit the application form and present the documents and documents. After being approved and confirmed by the business department of the securities company, submit an account opening application to the CSI Board Company, investors can obtain the securities account they have opened and the corresponding securities account card.
★★Open a capital account
1. The investor himself goes to the business department of the securities company, fills in the "securities account opening text", and signs the contract documents;
2. The investor submits the account opening text, presents his/her creden。 and the securities account card. After being approved and confirmed by the business department of the securities company, the investor is given a capital account and a capital account card is issued to the investor.
3. The securities company's business department handles the designated trading procedures for the Shanghai Securities account for investors at the specified time.
★★★Activate the Bank Certificate Service 1. Handle third-party deposit management of A-share funds
A. The investor himself goes to the business department of the securities company, fills out the form for opening/changing third-party deposit management of settlement funds for securities client transactions, and signs the third-party deposit management agreement for client transaction settlement funds;
B. The investor submits the application form and agreement and presents his/her creden (the original ID card, my bank passbook, securities account card, and fund account card). After being approved and confirmed by the Hua Lin business department, investors are provided with the pre-designated procedures for third-party depository accounts.
C. The investor himself submits the agreement and presents his/her creden at the pre-designated bank counter (as described above), and confirms the activation of the third-party depository business after the Bank approves and confirms the above materials. 2. Investors can now transfer funds from their passbooks to their securities company's capital account through the transaction system (telephone commission or online Commission) to conduct securities transactions.
Tip:
After completing the above procedures, investors should properly keep the information generated during the above process, especially the securities account card and fund account card. When they want to deal with other securities business in the future, the preceding account card and valid ID card must be taken to our securities business department for handling procedures. If any loss is found, contact the business department of the securities company immediately. |
