1. Risk tolerance: Investors need to have certain risk tolerance, because the OTC option business has certain investment risks. Product managers and sales organizations should assess the risk tolerance of investors according to their actual conditions, so as to ensure that they have appropriate risk tolerance and can bear investment risks.
2. Investment experience: OTC option business is a high-risk and high-yield financial product, which requires investors to have certain investment experience and knowledge, especially the knowledge of relevant contracts. Product managers and sales organizations need to know investors' investment experience and knowledge level in detail to ensure that they have appropriate investment experience and knowledge level and can understand and bear relevant investment risks.
Before selling products, market participants should check the risk tolerance, investment experience, investment purpose and source of funds according to the actual situation of investors, and ensure the authenticity and suitability of product investment through relevant investigation and evaluation.