Answer: Hello!
Regarding "How to open an account to buy a fund, and how to buy a fund after opening an account?", we have given you the following detailed answers: Funds are divided into open-end funds, closed-end funds, ETF funds, hierarchical funds and many other categories, which can be operated
All types of funds are available only in securities companies.
There are three ways to apply for open-end funds: at the bank counter or online banking, using online banking on the official website of the fund company, and using securities capital accounts at securities companies and using online trading software.
The first two methods are suitable for open-end funds. All funds traded on the exchange must still be conducted through securities companies.
The procedures and instructions for opening an account at a securities company are as follows: 1. Information that individual investors need to bring when opening an A-share securities account: 1. The original ID card of the person opening a securities account; 2. The original securities account card (new
Those who open securities accounts do not need to provide it).
2. Instructions for opening a securities account for individual investors: 1. Natural persons under the age of 16 are not allowed to open a securities account. Natural persons between the ages of 16 and 18 must provide proof of income when applying for opening a securities account; 2. To open a securities account, you must go to the counter of a securities company in person.
If you entrust another person to open a securities account on your behalf, you must also provide a notarized letter of entrustment and the original valid identity certificate of the agent (if the client’s ID card is a second-generation ID card, a copy of both sides of the ID card must be provided); 3
. When opening a securities account, you need to fill in the "Securities Trading Account Opening Document Signing Form" and the "Securities Customer Risk Tolerance Assessment Questionnaire"; 4. If the customer has never opened a securities account, you need to fill in the "Natural Person Securities Account Registration Application Form"; 5.
If the customer is investing in the stock market, he/she needs to fill in the "Share Transfer Risk Disclosure Form"; 6. To apply for bank three-party custody, he/she needs to fill in the "Third-Party Custody Agreement for Customer Transaction Settlement Funds", and at the same time, when opening a securities account, I need to bring my bank debit card.
Go to the bank branch counter to confirm the card. If you don’t have the bank’s debit card, you only need to apply for a new debit card at the bank counter. 7. Securities account opening fee: China Securities Depository and Clearing Corporation Shanghai Branch charges a securities account opening fee of 40 yuan per account.
, China Securities Depository and Clearing Corporation Shenzhen Branch charges a securities account opening fee of 50 yuan per account, which is collected uniformly by the securities company; 8. Securities account opening time, if you handle securities account opening between 9:00 and 15:00 from Monday to Friday, a new account will be opened.
Those who open a securities account during other time periods, including weekends, can obtain two paper shareholder account cards on the spot; the securities account card can only be obtained on the next trading day or delivered by express delivery, but this does not affect normal securities transactions.
This is because the securities account opening application needs to be connected to the China Securities Depository and Clearing Corporation, and Zhongdeng Company is closed on weekends; 9. One ID card for Shanghai A shares can only open one securities account, and one identity card for Shenzhen A shares
You can open multiple securities accounts with the certificate.