Futures Account Opening Risk Tolerance Questionnaire

The next step is to bind the bank-futures transfer. This requires a mobile phone to take a frontal photo of the bank card (with the card number). Then go to the next step and start to evaluate the suitability of investors. First, you have to choose whether you are an ordinary investor or a professional investor. Generally, if you choose an ordinary investor, you can directly enter the next step.

Professional investors have certain requirements, such as financial assets greater than 5 million, average annual income of the past three years greater than 500,000, and financial investment experience of more than 2 years, financial product design, investment, and risk management experience of more than 2 years, or Financial executives with relevant CPA and lawyer qualifications. If these are not available, it is best to choose ordinary investors, and be careful not to choose wrongly, otherwise it will be very troublesome to do it all over again.

After that, you need to enter the risk tolerance questionnaire. These are some questions about futures investment, and you can answer them truthfully. You must have a certain tolerance for risks. If you choose options such as unwillingness to take risks, and the system test score fails, you will be refused to open an account. Then choose an account in the next step. At this time, there are four futures exchanges. To open a commodity futures account, you can choose Zhengzhou Commodity Exchange, Dalian Commodity Exchange, and Shanghai Futures Exchange. There is no capital threshold. If you need to open a stock index, treasury bond, etc., you can wait for the commodity account to be opened, and then choose the China Financial Futures Exchange for the second account opening, which requires a capital verification of 500,000.
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Followed by video verification, the account opening specialist will give investors a video to tell whether they are customers introduced by XX, tell about the risks of opening a futures account, and whether investors have understood the content of the contract, whether they are aware of the risks, account opening introduction Has anyone promised benefits, etc. Investors can answer yes or no, pay attention to listen carefully. After the video verification, it is necessary to set the digital certificate.

Finally, the agreement is signed. Contents include: "Futures Trading Risk Disclosure Statement", "Client Notice", "Futures Brokerage Contract", "Personal Digital Certificate Responsibility Letter", "Investor Suitability of XX Futures Company", "Ordinary Investor Suitability Matching Opinion Letter" , "Bank Futures Transfer Agreement" and so on. These contents have to be opened and read, flipped from top to bottom, and then click to agree. After this step is completed, just wait quietly for the account to come out. If you open an account in the morning, the account number will usually be issued in the afternoon of the same day, and you can bind the bank futures for trading the next day (some silver futures are bound last).

The whole process of opening a futures account is about so many, and the order of each futures company may be different, but there will be these contents. Please be careful when opening an account, and don't open a fake futures account. If you have any questions, you can consult the employees of the futures company.

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Origin blog.csdn.net/shuimengan8/article/details/130621537