1. The ID number required for opening an account with a fund company is the ID number. Fund account, also known as TA fund account (Transaction Account, referred to as TA fund account), refers to an account established by a registrant for an investor to manage and record changes in investor transactions in the type and quantity of funds registered by the registrant.
2. Fund account opening procedures:
1. Original and copy of my valid identity document;
2. When an individual investor entrusts another person to do it on his or her behalf, authorize the entrustment The person should also provide a notarized power of attorney and the original and copy of the client’s ID card.
3. Instructions for opening a fund account:
1) Natural persons under the age of 16 are not allowed to open a fund account. Natural persons between the ages of 16 and 18 should provide proof of income when applying for opening a fund account;
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2) To open a fund account, you need to go to the counter of the securities company in person. If you entrust someone else to open a fund account on your behalf, you must also provide a notarized letter of entrustment and the original valid identity certificate of the agent (if 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 fund account, the "Securities Customer Risk Tolerance Assessment Questionnaire" must be filled in;
< p>4) To apply for bank third-party custody, you need to fill in the "Third-Party Custody Agreement for Customer Transaction Settlement Funds". At the same time, when opening a fund account, I will bring my bank debit card to the bank outlet counter for confirmation. Those who do not have the bank's debit card only need to Just apply for a new debit card at the bank counter;5) Fund account opening time: Fund account opening can be done between 9:00 and 15:00 from Monday to Friday. If you open a fund account during other time periods, including weekends, you will have to wait until the next trading day to successfully open it. This is because the fund account opening application needs to be connected to the China Securities Depository and Clearing Corporation, and Zhongdeng Company is closed during non-trading hours;
6) Finally, there is no fee for opening a fund account. .