When we open a 50ETF option account at a securities company or futures company, we need to meet the following requirements: 1. The investor's suitability assessment is 90 points or above and the risk tolerance assessment is above "stable".
2. When applying for account opening, the total market value of securities and the available balance of the capital account at the end of the previous trading day in the company's custody (excluding funds or securities introduced through margin trading and securities lending transactions) shall not be less than RMB 500,000.
The market value of securities refers to the market value of stocks, securities investment funds, bonds or other securities specified by the exchange listed and traded on the stock exchange, such as Hong Kong stocks purchased through Southbound Trading.
3. The designated trader has been with the company for more than 6 months and has a margin trading account or financial futures trading experience (financial futures trading experience refers to completing more than one transaction in a futures company).
4. Possess basic knowledge of options and pass the knowledge test of the corresponding level recognized by the exchange (you must take the knowledge test level by level. Those who fail to pass the exam of the previous level are not allowed to take the exam of the next level. The knowledge test results are valid for a long time and can be used in the future.
Other options operating institutions apply to open an account, unless otherwise specified by the exchange).
Summary: If we want to open an account with a securities company, we need to meet the 500,000 capital threshold, have experience in margin trading, and pass relevant tests recognized by securities companies (Level 3 trading qualification examination).
Watch the SSE options video Baidu options knowledge planet What information is there to open an SSE 50etf options account?
What information do I need to prepare?
To open an account with a securities company for 50ETF options, you need to prepare the following information, please remember: 1. Bring your original valid ID card and go to the local securities company’s business department in person to apply. 2. Provide financial assets and investment experience certification materials, your account number, bank card, financial
Futures trading records, options simulation trading experience, and financial asset status.
The staff of the Securities Sales Department will print out the following three information or steps for you, you just need to cooperate.
3. Participate in the assessment of investor suitability, and then take a grading test, with a score of no less than 90 points. If you pass the test, you can sign the "Comprehensive Evaluation Form for Option Business Investor Suitability."
4. Investor education, revealing risks, explaining contract text, and then signing the contract.
5. Customer image collection, etc., camera photography, risk warning recording Q&A, etc. In addition to the above information, if we want to open an account with a securities company, we also need to meet the 500,000 capital threshold, and we need to have experience in margin financing and securities lending, and we must also pass the securities company
Approved relevant tests, etc. (Level 3 Trading Qualification Examination).
Generally speaking, the process of opening an account through a securities company is actually relatively complicated. If investors cannot meet the conditions, they can open an account through an online sub-positioning platform.