How does Huatai Securities open an account?

Huatai Securities accounts are divided into the following five steps:

1. Investors need to determine whether the securities companies and business departments that open accounts are qualified for margin financing and securities lending business.

Securities companies must be approved by the China Securities Regulatory Commission to carry out pilot financing and securities lending business; Without the approval of the China Securities Regulatory Commission, a securities company may not provide any convenience and services for the margin financing and securities lending activities between customers or between customers and others.

2, investors need to determine whether they meet the requirements of securities companies margin customers.

Margin trading has certain requirements for investors' assets, professional level and investment ability. Due to the principle of appropriate management, securities companies will initially screen investors who apply to participate in margin trading.

3. Investors need to grant credit through the headquarters of securities companies.

Before margin financing and securities lending to customers, securities companies will conduct credit surveys on investors who apply for margin financing and securities lending business, so as to understand the identity, property and income status, securities investment experience and risk preference of customers, and keep records in written and electronic ways.

4. Investors need to sign financing and securities lending contracts, risk disclosure books and other documents with securities companies.

Before signing a margin trading contract with a securities company, investors should listen carefully to the explanations of the relevant personnel of the securities company on the business rules and contract contents, understand the business rules and risks of margin trading, and sign the margin trading contract and risk disclosure book for confirmation. Investors can only sign financing and securities lending contracts with securities companies to integrate funds and securities into them.

5. Investors open credit securities accounts and credit fund accounts in the account opening business department.

After an investor signs a margin trading contract with a securities company, the securities company will open a real-name registration system credit securities account for the investor in accordance with the provisions of the securities registration and settlement institution. After signing the margin financing and securities lending contract with the securities company, investors need to sign the third-party depository agreement of customer credit funds with the securities company and commercial bank.

Extended data:

Huatai Securities Development Goals:

Since its establishment, Huatai Securities has always adhered to the core values of "high efficiency, honesty, stability and innovation", formed its own brand advantage with standardized and scientific management, sustained growth in business performance, talented professional team and unique Huatai culture, and became a well-known national securities company with large scale, strong strength and great influence in China. ?

Taking the opportunity of obtaining the qualification as an innovative pilot brokerage firm, Huatai Securities successfully managed to acquire Asian securities, holding United Securities, Xintai Securities and Great Wall Ye Wei Futures Company, and holding shares in Jiangsu Bank, and set up a Hong Kong subsidiary on the basis of holding southern fund Company and establishing AIA Huatai Fund Company. The structure of the securities holding group has basically taken shape, laying a solid foundation for further development and growth in the future.

Looking ahead, we are more confident. China's securities market has undergone fundamental changes and is facing historic opportunities for development. Facing the new situation, Huatai Securities will continue to adhere to the development strategy of standardization, collectivization and internationalization, further accelerate the pace of becoming bigger and stronger, and strive to turn the company into a securities holding group with core competitiveness, and its business scale and comprehensive strength will enter the forefront of the industry as soon as possible.

Xiongguan road is as iron as iron, and now it is still one step away from the beginning! Huatai Securities will make full use of market opportunities and sincerely cooperate with all sectors of society and customers for a long time in the spirit of waiting for time and pursuing Excellence, and be the most responsible financial expert, and make unremitting efforts to create a better tomorrow for China securities market! ?

Huatai Securities-How to open an account for margin financing and securities lending business

Baidu Encyclopedia-Huatai Securities