1) low threshold. At present, the limited pool financing set up by securities companies accepts no less than 50,000 yuan for a single customer and no less than 654.38+10,000 yuan for unlimited pool financing. However, the "Exposure Draft" does not clearly stipulate the entry threshold for account management business. In theory, as long as brokers are willing to reach an agreement with customers, customers can enjoy account management business almost at zero threshold.

2) One-to-one customized service. Compared with other collective or public asset management plans, the highlight of this account management is "customization". Through the account management service agreement, brokers and customers can agree on the service content, methods, time limit, rights and obligations of both parties, etc. And create tailor-made investment products according to customer needs.

3) Brokers can act as agents for account investment transactions, and the customer experience is better. The opinion draft clearly stated that licensed institutions qualified for account management can conduct account investment or transaction management on behalf of customers. This means that securities companies can finally break through the rule that customers' funds and securities are not allowed to be used in specific accounts and take the initiative to finance and invest for customers. As long as the agreement is clear, customers do not need to perform the complicated process of giving investment advice → screening customers → issuing trading instructions → placing orders with customers, and customers are directly responsible for the investment results.