Process 1: specific object confirmation. Generally, investors' own risk identification and tolerance are understood in the form of questionnaires, and the requirements of qualified investment are met through written commitments.

Process 2: Attend the product promotion meeting. Participate in product recommendation meetings appropriately, and choose the products with the highest matching degree with their own abilities through the help of institutions.

Process 3: Sign the risk disclosure. Investors should be clear about the risks and their own rights and interests of the selected products. Due to the complexity of the steps, all terms need not only to be confirmed sentence by sentence, but also to be signed and sealed by the relevant parties.

Process 4: Provide proof of assets or income. The supporting documents require individual investors to have financial assets of not less than 3 million yuan or personal income of not less than 500,000 yuan in the last three years to confirm that they are qualified investors. And because the product is purchased by itself, the product will not be split.

Process 5: Sign the contract and make the payment. Investors are required to clarify the authenticity of cooperation information, the risks of products and the absolute qualifications of investors.

Process 6: investment cooling-off period. After signing the contract, investors have a cooling-off period of not less than 24 hours. During this period, the investor can terminate the contract, and the fundraising institution cannot contact the investor on its own initiative.

Process 7: Return visit for confirmation. At the end of the cooling-off period, the non-sales staff of the institution will pay a return visit to the investors to confirm, and only need to check a piece of core information of the investors. If the investor knows nothing, he can also terminate the contract.