Step 1: Bring the required information and go to the account opening branch in person.

A. Domestic natural persons:

A valid second-generation ID card;

Bank debit card.

B. Domestic general legal person/special legal person:

Original and duplicate of business license;

Bank account opening license;

The transaction management system and information notification system stamped with the official seal;

Identity cards and identification certificates of the legal representative, authorized account holder, designated subscriber, statement confirmer and fund allocator, and the power of attorney of the legal representative;

Other materials specified in the unified account opening operation guidelines for special units.

Step 2: Receive investor education and suitability assessment (three necessities)

A. Experienced

It has a record of no less than 65,438+00 trading days and more than 65,438+00 domestic futures simulation transactions, or has a record of more than 65,438+00 domestic futures or options transactions in the last three years; Or conducted more than 65,438+00 futures or options transactions in overseas futures trading places supervised by the futures regulatory authorities of countries (regions) that signed a memorandum of understanding on regulatory cooperation with China Securities Regulatory Commission (hereinafter referred to as China Securities Regulatory Commission) in the past three years.

B. Have knowledge

Domestic natural persons and domestic general legal persons designate subscribers to participate in the crude oil futures knowledge test, and the number of correct answers shall not be less than 24 (***30).

C. availability of funds

Domestic natural person: the balance of available funds in the margin account after settlement shall not be less than RMB 500,000 yuan or equivalent foreign currency five trading days before applying for transaction code;

Domestic general legal person: five trading days before applying for transaction code, the balance of available funds in the margin account after settlement shall not be less than RMB 1 10,000 yuan or equivalent foreign currency.

D. No bad credit record

Domestic natural persons: persons who have full capacity for civil conduct, have no serious bad credit record or are not listed as prohibited from entering the futures market;

Domestic general legal person: a person who has a sound futures trading management system and information notification system, and has no serious bad credit record or is not listed as prohibited from entering the futures market.

Note: customers of special units do not need to meet the "three haves" principle, but they need to have a sound management system and information notification system for crude oil futures trading, and they have no serious bad credit records or are not included in the list of prohibited futures markets.

Step 3: Sign the brokerage contract, appropriate related forms and related documents.

Step 4: Collect image data.

Step 5: Obtain the trading password, fund password and futures market monitoring center password (the initial password must be modified before deposit).

Step 6: Handle bank transfer.