OTC fund purchase process: Open the trading software - log in to your account - financial management - fund - purchase. OTC funds are generally products sold on an agency basis and can be purchased directly. The shares can be determined and redeemed the next day after subscription. The funds will not be available until the share is determined the next day.

On-site fund purchase process: Open the trading software - log in to your account - enter the fund name or fund code - buy. On-site funds need to open a fund account.