1. Strong funds and good reputation. 2. The communication tools are fast and advanced, and the service quality is good. 3. Be able to provide customers with various detailed futures market information on their own initiative. 4. Proactively introduce favorable trading opportunities to customers, have online guidance from a certain team of experts, and have a good business image and background. 5. Collect reasonable performance bond. Set a reasonable and transparent trading commission. 7. Can provide customers with ideal brokers and high-end services.
(2) Specific procedures for opening an account
1. The requirements for customers require customers to meet at least the following conditions: (1) Having full capacity for civil conduct; (2) Having its own funds or other property suitable for futures trading, and being able to bear the risks of futures trading. (3) Having a fixed residence; (4) Comply with the relevant provisions of the state and industry. 2. Specific procedures for opening an account (1) The customer provides relevant documents and supporting materials. (2) A futures company shall issue a risk disclosure statement and futures trading rules to customers, explaining the risks and basic rules of futures trading to customers. On the basis of an accurate understanding of the risk disclosure and futures trading rules, customers should sign and seal the risk disclosure. (3) The futures brokerage institution and the customer both * * * sign a customer brokerage contract, which clarifies the rights and obligations of both parties and formally forms a cooperative relationship. (4) A futures brokerage institution shall provide customers with a special account for futures trading funds, which shall be separated from its own fund account. The customer must have a full deposit in the account before placing an order.
The detailed process of editing futures accounts in this section.
I. Confirmation of Personal Data
1, copy or scanned bank card 1 2, scanned ID card (electronic version) (if it is an old ID card, scan the front; If it is a new ID card, double-sided scanning) 3. Personal digital photo (more than 5 million pixels, the overall upper body size accounts for 60% of the total photo) 4. Information required for opening an account: individual: the original ID card of the customer's own bank card or passbook (foreign customers need to provide a scanned copy of their front digital avatar ID card, and legal person: business license (copy of the original, copy of the original, copy of the original), tax registration certificate (copy), organization code certificate (original, copy), original ID card of the legal representative of the organization or legal person power of attorney stamped with the official seal of the organization and the legal representative, original ID card of the account opening agent, and bank.
Second, the application code
After the customer obtains the capital account in the futures company, the futures company will handle the trading code in each exchange for the customer, and the transaction can be carried out after the code is approved.
Third, deposits.
At present, most investors use the bank-to-transfer system in trading software to deposit and withdraw money (cash, wire transfer, money order, check, etc.). ). 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. Note: The futures company requires that the remitter's name must be the same as the account holder's name in the company before the money can be deposited in the account holder's name, otherwise the remitter must issue a "capital certificate" to the futures company. When customers remit money, it is best to fill in the column of "use of funds" as "XXX deposit account".
Fourth, trading.
Futures companies have fully opened 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. 1, online trading system of order-based futures companies. At present, the online trading system of Kingstar V6 2 is widely used in China. Watch system: Boyi Master (free) Fuyuan Quotes Software (free) Wenhua Finance (capital requirement) 3. Other paid software.
Verb (short for verb) solution
The electronic system of the futures company carries out real-time dynamic settlement, and customers can inquire about the situation in their accounts 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.
Six, gold
It can be done through trading software. At present, most investors use the silver transfer in trading software to withdraw funds. You can also send the withdrawal instruction by fax, and the financial department of the futures company will handle the withdrawal for customers by cash, wire transfer, draft or check. The customer goes through the withdrawal formalities with the withdrawal application form and the original settlement 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.
Seven, cancel the account
After the customer goes through the formalities of account cancellation stipulated by the futures company, the two 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.