1. I need to open an account at the counter in person.
2. Individual investors must complete the assessment of the risk tolerance of individual customers before conducting fund transactions.
3. When you open an account, your ID number is short of characters, multi-characters, and it is duplicate with others', so opening an account will not succeed. To open an account with an ID card, it must be 18 digits (if the last digit is X, it must be capitalized).
4. When an investor opens an account in China Bank, an individual customer must designate the main savings account associated with his debit card as the fund settlement account (i.e. the fund account), and the debit card password is the fund transaction password.
5. The bank trading account of an individual customer is associated with a debit card when it is opened, and the debit card is associated with the customer's main account. If the customer invests in a foreign currency fund, the system will automatically associate the corresponding foreign currency account, and the transaction method is the same as RMB.
6. Individual customers must go to the counter of China Bank with valid ID card to open an account, and the identity of ID card and debit card must be the same.
Tips:
1. The same investor may not open two or more fund trading accounts in China Bank at the same time, and one fund account can only correspond to one fund account;
2. Subscription and subscription transactions can be conducted on the day of account opening. If the account opening transaction is unsuccessful, the subsequent subscription and subscription transaction will also fail;
3. After investors successfully open a bank trading account in BOC, they will automatically apply to the fund company to open a fund account only when there is a subscription or subscription transaction. The application for opening a fund account must be confirmed by the fund registration agency before it can be officially successful. Investors can check whether the account opening (fund account) is successful at any online agent bank counter after T+2 days, and print the account opening confirmation;
4. If your registered shareholder account is correct, once you purchase the fund registered by China Securities Depository and Clearing Company, you will open a fund account for it after being confirmed by Deng Zhong Company: the fund account of Shanghai Registration Center is 99+ the shareholder account of Shanghai Stock Exchange; The capital account of Shenzhen Registration Center is the shareholder account of 98+ Shenzhen Stock Exchange. If the customer fails to fill in the account number of Shanghai and Shenzhen stock exchanges, China Securities Depository and Clearing Co., Ltd. will open a new account for the customer and allocate a capital account (starting with 98 or 99). The last ten accounts of this fund account are valid accounts that can handle fund business in the market.
(Answer time: February 4, 2024)
The above contents are for your reference. Please refer to the actual business regulations.
You are cordially invited to download and use China Bank Mobile Banking APP or China Bank Cross-border GOAPP to handle related business.