0 1 What is the difference between investor fitness and trader fitness?
If the investment varieties in the whole futures market are regarded as all the items in a playground, then "investor suitability" is equivalent to the playground ticket, and only with the ticket can you enter the playground.
However, there are many amusement parks, some of which are in Xian Yi, some of which are only suitable for adults, and some of which put forward strict requirements for players' health. The special requirements put forward by some specific amusement projects are equivalent to the so-called "trader suitability" in the futures market.
Which varieties need to meet the suitability requirements of traders?
Specific varieties: At present, it includes crude oil, No.20 glue, iron ore, PTA, low sulfur fuel oil, palm oil futures, CICC and options.
What are the specific requirements for the appropriateness of traders?
The appropriateness of traders can be summarized in four words: three noes. "Three haves" means knowledge, capital and trading experience, while "none" means no bad credit record.
First of all, we must have knowledge.
The customer (the ordering person designated by the unit customer) conducted an online test through the China Futures Association's futures investors' appropriate knowledge testing platform, and scored above 80 points. Please answer the questions independently, and the exam platform will secretly capture them!
Test website: https://eztest.org/exam/session/41672/#/login.
There is no limit to the number of exams. You must use computer equipment with camera function. Mobile phones and tablets are not supported for the time being! )
Second, there are funds.
After settlement for 5 consecutive trading days before the application date, the available funds in the account meet the application requirements. Every word of this sentence is the key point. Different trading varieties have different requirements for the amount of available funds. See the picture above for details.
Available funds after settlement = account equity-position margin. Note that the position margin here is calculated according to the settlement price of the day and the company margin ratio. So don't check the available funds in your disk.
3. Have trading experience (choose one from three)
(1) Simulated trading experience: there are 20 or more simulated trading records of futures contracts or option contracts accumulated in domestic trading places for at least 10 trading days in the last three years (not to be confused with simulated accounts, and simulated trading experience cannot be used as proof materials);
(2) Real domestic trading records: there are 10 centralized liquidation trading records of futures contracts, option contracts or other derivatives in the last three years (to put it bluntly, the trading experience of domestic futures exchanges or stock options trading experience of stock exchanges);
(3) Real overseas trading experience: there are 65,438+00 or more overseas futures contracts, options contracts or other derivatives trading records in the last three years (unfortunately, CICC does not recognize this experience).
4. No bad credit record.
The account holders of futures companies inquired about the credit risk of investors in China Futures Association, the record of dishonesty in the futures market of China Securities Regulatory Commission, and the financial blacklist, but there was no result.
Can you handle the appropriateness of online traders?
Not yet. Both individual customers and corporate customers need to sign the paper "Guolian Futures Trader Suitability Assessment Form" and provide identification materials. Please consult your account opening business department for details.