1. Investors present relevant documents and materials. General partner account: a copy of the identity certificate of the bank account holder, a copy of the identity certificate of the authorized asset allocator and the instruction issuer, and the bank account of the financial institution where the bank account holder is located; Legal representative: enterprise business license (original), photocopy of tax registration, authorization certificate signed by legal representative, photocopies of identity documents of authorized asset distributor, order issuer and legal representative, and bank account.

2. The staff of the sales and marketing unit remind customers of the risks of commodity futures, help customers read the terms of futures brokerage contracts, and let customers know about various terms.

3. All departments in the sales market should verify the true identity of customers, and specifically guide customers to sign the statement on the protection of customers' rights and interests, the application form for opening a bank account, the customer authorization certificate, the application form for opening a bank account, the customer statement, the futures brokerage contract, the risk prevention and transfer agreement between financial institutions and futures trading, and the application form for the bank settlement account of investors' futures trading.

4. All departments in the sales market shall submit the customer's consumer rights protection statement, bank account opening application form, contract format, transfer agreement between financial institutions and futures trading, and futures trading bank settlement account application form to the transaction settlement department for review. The purchasing and sales department promises to apply for transaction codes and specific asset accounts for customers.

5. After the contract is approved and sealed by the sales department, one copy will be handed over to the customer for preservation.

6. Marketers realize the transfer of financial institutions and futures transactions for customers. The trading department informs the customer of the trading password, asset allocation password, clearing search password, etc. In writing or by telephone.