First, the account opening process
Under normal circumstances, customers only need to go to the sales department once, but they need to communicate well in advance.
Second, simulate trading.
Notify the business department to open an option simulation account and complete the following 12 transactions:
1. Opening and closing of reserves;
2. Buy and open positions, sell and close positions, sell and open positions, buy and close positions and exercise options;
3. Buy and close put options, sell and close positions, sell and close positions, buy and close positions, and exercise.
Third, knowledge testing.
The knowledge test needs to be completed on site in the sales department. It is recommended to select a comprehensive volume and go directly to the third level after passing:
As long as retail investors complete the above steps, they can open an option account and then participate in option trading. Unqualified investors can trade through leasing or sub-accounts.
Retail investors should realize that options are different from stock trading before trading options. Stock trading can become a shareholder of listed companies, while options are only a speculative transaction and cannot be held for a long time. The 50ETF option in Shanghai Stock Exchange is a European option, that is, the buyer of the option can only exercise on the expiration date, which is the fourth Wednesday of each expiration month.