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How long does the customer statement of the securities company need to be kept?
Customer-related information, including paper and electronic documents, shall be kept for 15 years. If the securities company refuses to provide it for various reasons, please complain to the local securities regulatory bureau.

The delivery note is similar to the statement, except that the statement contains a little more content, including the deposit and withdrawal of funds. Delivery note mainly refers to inventory access.

Delivery is the settlement of funds between investors and securities companies in the settlement process. Except for B-shares, the securities (A-shares, funds and bonds) listed and traded in Shanghai and Shenzhen stock markets all implement the T+ 1 delivery system. T+ 1 system means that the stocks bought on the same day cannot be sold on the same day, and the funds can only be received and delivered on the next business day of the trading day, and the cash cannot be withdrawn from the account on the same day.

Monthly Statement The issuing bank will print the details of the credit card into a statement every month and send it to the cardholder, indicating the consumption amount and payment term.

The cardholder should first carefully check whether the statement is consistent with the retained signature. If there is any difference, he can notify the bank and suspend the payment.