The average daily assets in the 20 trading days before the opening of the authority are more than 500,000 yuan (including 500,000 yuan), and the identification of assets includes the net assets in A-share accounts, B-share accounts, closed-end fund accounts, open-end fund accounts, OTC wealth management accounts, derivative contract accounts and credit accounts. (excluding funds and securities included in credit accounts)

Interpretation: The assets in the above account include: the fund balance under the customer's fund account and securities account, A shares, B shares, Hong Kong Stock Connect, third board stocks, bonds, funds, wealth management products and the market value of option contracts (including restricted shares). (The funds and securities included in the credit account are not counted; The market value of B shares and Hong Kong Stock Connect shares is converted into RMB at the exchange rate)

If a business license is applied for on T day, whether the assets meet the requirements shall be calculated according to the daily average of the first 20 days of T day (excluding T day).

2. Trading experience requirements: trading experience must exceed 2 years (including 2 years). (The starting point is the date when the investor's account under the name of One Code Connect is first traded on the Shanghai and Shenzhen Stock Exchanges and the share transfer system, subject to the data of Deng Zhong Company).

3. Pass the business knowledge assessment of the Science and Technology Innovation Committee.

4. Appropriate matching requirements: risk level-medium and high risk, investment period-short term, investment variety-equity category.

5. Ordinary accounts and credit accounts need to be opened separately within the authority of the Science and Technology Innovation Bureau. Before opening the credit account science and technology innovation board permission, you need to open the ordinary account science and technology innovation board permission.

6. The age at the time of applying for business license shall not exceed 70 years old. (70 years old or above, but meet other business conditions, you can apply for business at the counter. )

7. Other requirements: the customer's risk tolerance is not specially protected, and the account status is normal without abnormality.