(1) Requirements for available funds:
Individual: The balance of available funds in the margin account in the five trading days before applying for the transaction code shall not be less than RMB 500,000 or equivalent foreign currency.
General unit: the balance of available funds in the margin account in the first five trading days of applying for the trading code is not less than RMB 6,543,800+0,000 yuan or equivalent foreign currency.
(2) Knowledge test requirements:
At present, it is a computer test, the test paper is updated daily, and it has passed the mid-term exam platform exam. The exam lasts 40 minutes and has 30 questions. If you answer 24 questions correctly, you are qualified. During the inspection, it is necessary to take close-up photos of the test and photos of the test supervisor and the customer. The examination paper is completed by the individual customer himself and the orderer designated by the company customer. The customer developer of a futures company shall not concurrently be the supervisor of knowledge testing.
(3) Requirements for trading experience (one out of three):
1. Experience of domestic futures trading (refers to the experience of real commodity trading)
The customer shall provide a futures trading history entrustment form officially issued by the futures company, proving that it has a futures or option trading record of more than 10 in the last three years.
2. Experience in simulated futures trading (referring to simulated trading of crude oil futures)
The simulation futures trading experience that needs the approval of the energy center refers to the simulation trading test of the joint debugging simulation system of the energy center. Simulated trading experience should include a total of 65,438+00 trading days and more than 65,438+00 simulated trading records.
3. Experience in overseas futures trading
Customers should provide details of futures trading records, settlement documents or other vouchers officially issued by overseas financial institutions as proof that they have more than 65,438+00 futures or options trading records in the last three years.
(4) Credit status: 1. Customers with serious bad credit records or prohibited from entering the futures market by the regulatory authorities may not apply for trading codes; 2. Do not apply for trading codes for customers who are prohibited or restricted from engaging in futures trading by laws, regulations, rules and business rules of the Energy Center.