When an investor opens an account in a securities company, he must fill in the account opening form and sign a customer contract. The Code of Conduct for Registrants of the Securities and Futures Commission sets out the requirements for customer contracts (requiring the designation of risk disclosure statements).

As the client contract is a legal document binding on investors, investors must confirm that all information is true before signing the client contract. In case of doubt, investors should seek legal advice.

In order to protect their own interests, investors should personally go to the office of the securities company to open an account. Before trading securities, investors should know the channels and forms of placing orders, the calculation of commissions, and the collection methods of interest and other fees.

Extended information limits the highest or lowest price of investors' transactions. When buying securities, investors must clearly indicate to the staff of the securities company the highest purchase price they are willing to buy. If an investor wants to sell securities, he must issue a minimum selling price to the securities company. The securities company can only sell securities for him if the stock price is equal to or higher than the minimum selling price.

However, when placing an order at the limit plate, the customer needs to clearly indicate the validity period. On the day of placing an order, if it is not executed at the closing time, the limit order will be automatically cancelled, which is called "today's order". If the customer chooses "no order", the broker will list for the customer every day until the sale is completed at the instruction price.

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