② Take the basic knowledge test of stock index futures and pass it;
There is no bad record, and there are other circumstances that prohibit participation in transactions, such as violation of laws and regulations. Compared with ordinary futures, futures account stock index has stricter capital and risk control threshold, mainly because the trading risks and returns of stock index futures go hand in hand, which is difficult for ordinary investors to adapt to, and it is also an appropriate restriction on trading subjects from the perspective of protecting the safety of investment funds.
First, the concept
1. Stock account opening refers to the process in which investors open securities accounts and capital accounts in securities companies and establish business relationships with banks such as savings before buying and selling stocks in the securities exchange market.
2. With the development of securities trading, stock account opening can be divided into on-site account opening and off-site account opening, in which on-site account opening refers to the process of investors opening accounts at the counter of the sales department of securities companies; Off-site account opening includes witness account opening, online account opening and other off-site account opening methods recognized by China Clearing Company. This entry describes the on-site account opening process and off-site account opening process in detail.
II. Opening an account in the securities business department
1. required documents: investors need to provide the original and photocopy of their personal identity cards, and the original and photocopy of Shenzhen and Shanghai securities account cards;
2. Fill in the account opening information and sign the securities trading entrustment contract (or securities trading entrustment agreement) with the securities business department, and sign the designated trading agreement of Shanghai Stock Exchange;
3. The securities business department opens a capital account for investors;
4. Investors who need to open the bank-securities transfer business function of the securities business department should pay attention to the instructions on the use of such business functions by the securities business department.
Third, open an account with a bank card
1. Go through the account opening formalities at the bank outlets: Go through the account opening formalities at the bank outlets with my valid ID card, bank passbook with the same name (if not, it can be opened on the spot) and Shenzhen-Shanghai shareholder code card;
2. Fill in the form: fill in the Entrusted Securities Trading Agreement and the Entrusted Silver Securities Agreement;
3. Password setting: After the form is verified to be correct, enter the transaction password on the spot and obtain a copy of the customer's agreement, and then you can inquire and entrust the transaction.