To confirm the right, we must first open an open-end fund account in the fund company where the closed-end fund is located. It is more and more convenient to open a fund account now. Take the optimization of Hua 'an strategy for long-term fund transformation as an example. Customers who hold debit cards such as China Merchants Bank, China Construction Bank, Agricultural Bank, Industrial Bank, Shanghai Pudong Development Bank and open the fund investment function can open an account online.
Then, individual investors need to go to the sales outlets in person and provide the following information: (1) the original (required) and photocopy of their valid identity documents; (2) Original (required) and photocopy of the investor's on-site trading securities account; (3) Completed, signed, signed and sealed "Application Form for Confirming Customs and Opening Right" or the application form provided by the sales organization; If you go to the bank, you need to bring your financial account card with you.
It should be noted that the acceptance of the confirmation application by the sales organization does not mean that the application must be successful, but only means that the sales organization has accepted the confirmation application. The success of the application shall be subject to the confirmation result of the fund registration agency. There is no handling fee for confirming business.