What are the rules for opening an account with SSE 50etf options?

Opening a 50ETF option in a securities company or futures company requires the following terms:

1. The investor's suitability assessment is above 90 points, and the risk tolerance assessment is above "stable".

2. The market value of the securities entrusted to the Company at the end of the last trading day when applying for account opening and the available balance of the fund account (excluding the funds or securities integrated through margin financing and securities lending), the total is not less than RMB 500,000. The market value of securities refers to the market value of stocks, securities investment funds, bonds or other securities designated by the exchange, such as Hong Kong stocks purchased through Hong Kong Stock Connect.

3. The designated transaction has been in the company for more than 6 months, and he has experience in margin trading or financial futures trading (financial futures trading experience means that he can complete 1 or more transactions in the futures company).

4. Have the basic knowledge of options and pass the corresponding level of knowledge test recognized by the Exchange (the knowledge test shall be conducted step by step, and those who fail the previous level of examination shall not take the next level of examination, and the results of the knowledge test are valid for a long time and can be used to apply for opening an account in other options operating institutions, unless otherwise stipulated by the Exchange).

Summary: If you want to open an account in a securities company, you need to reach the capital threshold of 500,000 yuan, have experience in margin financing and securities lending, and pass the relevant tests recognized by the securities company (three-level trading qualification examination).

Watch the Shanghai Stock Exchange Option Video Baidu Option Knowledge Planet

What information does SSE 50etf option need to open an account? What information do you need to prepare?

50ETF options need to prepare the following information when opening an account in a securities company. Please remember:

1. Bring my original valid ID card and go to the sales department of the local securities company in person.

2 provide proof of financial assets and investment experience, my account number, bank card, financial futures trading records, option simulation trading experience and financial assets.

The staff of the securities business department will print the following three materials or steps for you, and you only need to cooperate.

3. Participate in the assessment of investors' adaptability, and then take the grading examination with a score of not less than 90 points. If you pass the examination, you can sign the Comprehensive Evaluation Form for Investor Suitability of Option Business.

4. Educate investors, reveal risks, explain the contract text, and then sign the contract.

5. Customer image collection, camera taking, risk warning recording and question answering, etc.

In addition to the above information, if you want to open an account in a securities company, you need to meet the capital threshold of 500,000 yuan, have experience in margin financing and securities lending, and pass the relevant tests recognized by the securities company (level 3 trading qualification examination). Generally speaking, the process of opening an account through a securities company is complicated. If the conditions are not met, investors can open an account through the online warehouse platform.