How does the fund open an account? Fund opening process.
Fund account opening process: 1. Investors must open a capital account before handling subscription and subscription business. Two, investors in the application to open a fund account at the same time, the direct counter will open a trading account for them at the same time. 3. Individual investors need to prepare the following information to open an account: 1. Produce the original valid ID card and provide a copy (including China People's ID card, China People's passport, military officer's card, soldier's card, citizen's card and police officer's card). In addition to the above-mentioned valid identity documents, if the investor submits other documents, the registration authority will finally determine whether they are valid. ; 2. Show the original bank card or savings passbook with the same name or the certificate of opening an account with a designated bank, and provide a copy; 3. Provide a complete application form for daily account business of open-end funds. 4. Opening a fund account must be handled by the investor himself. 4. Institutional investors need to prepare the following materials to open an account: 1. Produce a valid business license or the original legal person registration certificate of the enterprise and provide a copy stamped with the official seal of the unit; 2. Provide a complete power of attorney for open-end fund business; 3. Show the valid identification of the business manager and provide a copy; 4. Provide the completed reserved seal card in triplicate (the reserved seal must include at least one official seal and one private seal); 5. Produce the original account opening certificate of the designated bank settlement account, and provide the original or copy with official seal or reserved seal; 6. Provide a complete application form for daily account business of open-end funds, and affix the official seal and the signature of the legal representative. 7. Institutional investors can open fax transactions and need to provide a fax transaction agreement with official seal and legal person seal in quadruplicate. 5. When submitting an account opening application, investors can specify the frequency of sending statements. The default delivery frequency is quarterly delivery. 6. Investors can submit the application for subscription business at the same time on the day of account opening. If the account opening confirmation fails, all business applications of the day will not be confirmed. 7. When submitting an account opening application, investors must provide at least (but not limited to) complete mailing address, postal code and contact telephone number in addition to the correct name, certificate type, certificate number and bank account details. Eight. Other notes: 1. After the account opening is confirmed successfully, the institutional investor will handle the business with the agent's ID card and reserved seal; Individual investors handle business with their identity documents. 2. If the investor type is an individual and the certificate type is an ID card, the ID card number must be legal, that is, the number of digits, the date of birth information and the check bit of 18 ID card contained therein must be legal. 3. If the investor is an institution, the requirements for the certificate number of its legal representative and manager are the same as those in point 2; 4. On the day when the investor opens an account on T day, the direct selling center will allocate a temporary fund account number and a formal trading account number. Investors can use temporary fund accounts or trading accounts to conduct transactions on T-day. If the investor's account opening is confirmed successfully, the registration authority will assign him a formal fund account number, and T+2 can find the investment. 5. When opening a fund account at the direct counter, investors must abide by the Management Rules for Open-end Fund Business of Guohai Frank Fund Management Co., Ltd. and other relevant regulations and documents. Disclaimer of Related Reading This article only represents the author's own views and has nothing to do with Tianjin Investment. com。 Stiff head Com is neutral about the statements and opinions in this article and does not provide any express or implied guarantee for the accuracy, reliability or completeness of the content. Please take full responsibility for readers' reference only.