1. Confirm whether the fund market supports off-exchange transfer to on-exchange custody;
2. If the transfer from different places to the floor is supported, you can first open an floor account (Shanghai and Shenzhen A-share account or floor securities investment fund account) in our company;
3. After you have an on-site corresponding market account, confirm whether your off-site account has established a corresponding relationship with the on-site account through the menu of Easy Gold Rush-I-Business Handling-Account Management-Maintenance of the corresponding relationship between on-site and off-site accounts in our company. If not, you can establish a corresponding relationship through this menu;
4. If the corresponding relationship between OTC and OTC has been established, you can operate the fund custody transfer from the transferor. If your OTC fund is held by our company, you can transfer it to custody through the self-service operation of mobile phone Easy Gold Rush-Transaction-General-Fund Products-Open Fund-OTC Transfer. If your OTC funds are held through other consignment agencies, please follow the instructions of the consignment agency. In the process of transferring custody, you need to provide our on-site seat number. You can check the seat number through the menu of Easy Gold Rush-I-Business Handling-Account Management. Shanghai market provides Shanghai A seat number, and Shenzhen market provides Shenzhen A seat number.
Note: The share transferred from sub-custody to the on-site can only be an integer, and the share less than 1 will remain off-site. Under normal circumstances, the share of sub-custody will arrive on T+2.