step 1, confirmation of specific objects: generally, it is necessary to fill out a questionnaire survey to let investors know their risk identification and risk-taking ability, and make a written commitment to meet the requirements of qualified investment;

Step 2: Participate in the product promotion meeting: properly participate in the product recommendation meeting, and choose the matching products according to your own ability with the help of the organization;

Legal basis:

Article 465 of the Civil Code of the People's Republic of China

A lawfully formed contract is protected by law. A legally established contract is legally binding only on the parties, except as otherwise provided by law.

article 466 if the parties have disputes over the understanding of the terms of the contract, they shall determine the meaning of the disputed terms in accordance with the provisions of the first paragraph of article 142 of this law.

if a contract text is concluded in two or more languages and the agreement is equally authentic, the words and expressions used in each text are presumed to have the same meaning. If the words and expressions used in each text are inconsistent, they shall be interpreted according to the relevant terms, nature, purpose and principle of good faith of the contract.