Preparation of futures accounts:
1, my ID card, through which I can check the age of the customer (female must not be over 59 years old and male must not be over 60 years old);
2. Education certificate. The higher the education, the higher the score in the subsequent comprehensive evaluation. Of course, this does not mean that you cannot successfully open an account without academic qualifications;
3, commodity futures and securities trading certificate, with commodity futures trading experience should be issued by the delivery sheet, investors with securities trading experience should be issued in the securities company certificate, in addition, if there is no commodity futures trading experience should have 20 simulated trading records;
4. Financial assets and income status certificates issued, including stocks and futures. , the certificate scored 50 points in the subsequent comprehensive evaluation;
5. Personal integrity record certificate.
Extended data:
The process of futures account:
1. code: After the customer obtains the fund account in the futures company, the futures company will handle the trading code for the customer in various exchanges, and the transaction can be carried out after the code is approved.
2. Deposit: Most investors make deposits (cash, wire transfer, money order, check, etc.) by using the bank transfer system in the trading software. ). Among them, telegraphic transfer, bill of exchange and cheque are deemed to have arrived after the funds are deposited in the account of the futures company; Foreign customers can open a current account in any local bank and transfer it to the company account through the bank. After the funds are in place, it is considered a success.
3. Trading: Futures companies will fully open electronic trading. After the brokerage contract is opened, we will also ask customers to sign the login password for online transactions. After the customer signs, please log in to the system according to the initial password and modify the password as soon as possible. All commissions can enter the trading hall directly through the computer.
Online customers use the special trading software provided by futures companies to watch, analyze and self-help online transactions through the Internet. When there is a problem in the network, customers can place an order through the emergency telephone of the futures company (please refer to the account opening information of the futures company for the telephone number), and quote your trading account number and trading code to place an order by telephone.
If the communication of the futures company fails, the system will automatically switch to manual entrustment to place orders, and customers can still conduct online self-service transactions, but the speed of placing orders and returning goods will be reduced.
4. Settlement: the electronic system of the futures company carries out real-time dynamic settlement, so that customers can make reconciliation during the transaction. After the market closes every day, the settlement department of the futures company makes the final settlement. Customers can choose to view the settlement results in writing, fax, e-mail and online inquiry. You can also log in to China Futures Margin Monitoring Center to inquire about the detailed transaction records of the current week and month.
5. Withdrawal: It can be done through trading software, and most investors use bank transfer in trading software to handle withdrawal. You can also send the withdrawal instruction by fax, and the finance department of the futures company will handle the withdrawal for the customer by cash, wire transfer, draft or check.
The customer goes through the withdrawal formalities with the withdrawal application form and the original settlement form of the previous trading day, and the futures company will remit the funds to the designated account. Foreign customers need to send the originals of the above two documents back to our company. If there is an urgent need, you can record the phone first, and then we will remit the money and send it back to the original.
6. Account cancellation: After the customer completes the account cancellation procedures stipulated by the futures company, both parties sign a termination agreement to terminate the agency relationship (referring to the customer and the futures company). If customers want to close their accounts, they should download the Confirmation Letter of Settlement Form of Futures Trading, Confirmation Letter of Customer Closing and Application Form for Closing Accounts of Investors in Futures Market from the website of the futures company, and fax or send them to the futures company after signing.
Baidu Encyclopedia-Futures Account
Baidu encyclopedia-futures