① Provide the company's transaction settlement sheet or capital statement;
② The balance of available funds in the margin account at the end of five working days before applying for the transaction code shall not be less than 500,000 yuan or equivalent foreign currency, and the "Special Seal for Appropriateness Assessment and Settlement" shall be affixed; The conversion formula between foreign currency and RMB is: the amount of foreign currency x the central parity of RMB exchange rate announced by China Foreign Exchange Trading Center on the same day x the discount rate of foreign exchange offset. Among them, the discount rate of foreign currency and foreign exchange write-off is stipulated by the energy center.
Knowledge test requires crude oil futures account.
① The customer himself takes the knowledge test and uses the latest daily test paper (OA account opening column);
② The score is not lower than the requirements of the Energy Center (24 questions /30 questions);
(3) The customer developer shall not concurrently be the knowledge test supervisor;
(4) The customer's signature and the supervisor's signature are stamped with the "Special Seal for Testing and Examining Investors' Knowledge" or the business seal for opening an account of Everbright Securities;
⑤ When collecting photos of customers taking the knowledge test, be sure to read the volume number clearly.