1. Asset requirements: the average daily assets in the 20 trading days before the application for account opening shall not be less than RMB 500,000, and the assets at the time of account opening shall not be less than RMB 500,000 (including the total assets of general accounts and the net assets of financial accounts).
2. Trading experience: Investors must have been trading in a designated securities company or futures company for more than 6 months, and have the qualification to participate in margin trading or financial futures trading experience.
3. Knowledge level: Investors need to have some basic knowledge of options and prove that they have enough knowledge of options trading through relevant tests recognized by the exchange.
4. Simulated trading experience: Have experience in simulated trading of options recognized by the exchange, and ensure that investors have practical experience in the options market.
5. Risk tolerance: Investors need to have corresponding risk tolerance to adapt to the risks and fluctuations that may be brought about by option trading.
6. No bad records: investors cannot have serious bad credit records, nor can they be prohibited from engaging in option trading in violation of laws, regulations or exchange rules.
7. Personal application: The application for option account must be made by the investor himself, and the original ID card must be handled at the counter in person.
These conditions help to ensure that investors have enough experience and understanding of the option market, and at the same time can bear the risks that may be brought by option trading. Before considering options trading, investors should understand and meet the corresponding account opening conditions in detail.
In the second case, if you can't reach the capital threshold, you can choose to open an account on the options trading platform, which is suitable for investors with small capital operation, and have some investment experience in derivatives, so you can understand the options trading mode faster.
The first step of opening an account on the options trading platform is to submit an option risk disclosure statement, indicating that I have understood and understood the option risk.
The second step is to answer the platform risk return visit, ensure that idle funds are used for trading, options are high-risk varieties, and it is strictly forbidden to use loans and other funds for trading.
The third step is to get the option trading software and register an account to start trading. Trading varieties are limited to all ETF options of Shanghai Stock Exchange.
Do options have strategies suitable for low-risk investors?
Yes, the options market provides a variety of strategies suitable for low-risk investors. For example, in a trend market, the following strategies can be adopted:
1. buy protection strategy: after holding an index product (such as 50ETF) and gaining a certain floating profit, you can buy a put option as protection. This is equivalent to adding an insurance to your portfolio. For example, if the index rises from 3,000 points to 3,500 points, you can spend a small sum of money to buy put options and lock the selling price at 3,500 points, so that even if the index falls back to 3,000 points after one month, you can still sell your ETF at 3,500 points. This is the role of put options in reducing portfolio risk.
2. Reserve strategy: When holding the underlying securities, you can also sell call options. This means that you are willing to provide others with the right to buy and sell the underlying securities at a specific price. In this way, royalties can be collected, income can be increased, and additional income can be obtained under the condition of less market fluctuation.
These strategies can not only effectively reduce the risk of portfolio, but also provide investors with more profit opportunities under different market conditions.