How to operate and how to open the Science and Technology Innovation Board online

Conditions that individual investors should meet to participate in the trading of the Science and Technology Innovation Board**:

a. In the 20 trading days prior to the opening of the application authority**, the assets in the ** account and the capital account shall not be less than RMB 500,000 per day (excluding the funds and ** invested by the investor through margin financing and securities lending);

b. Participated in ** trading for more than 24 months; If conditions A and B are met at the same time, you can try to apply for opening through the official channels of the corresponding ** company. (In general, investors over 80 years old need to go to the business department to open it on-site, and it cannot be opened online);

c. Pass the comprehensive assessment of the suitability of investors on the Science and Technology Innovation Board.

For institutional clients to open the Science and Technology Innovation Board, please consult the account opening business department. For specific matters, it is recommended to consult through the official customer service channel of the corresponding ** company.

Log in to your account in the app of your mobile phone or computer, and there is an opening project in the account settings, if you meet the requirements (that is, the average daily assets of more than 500,000 in the last 20 trading days, and participate in ** trading for more than 2 years) You can open it yourself, and you need to meet several other conditions before opening:

1 Account has been rated for risk.

2 There is no bad record in the account (such as margin financing and securities lending not repaid on time, new shares won the lottery did not pay enough money, etc.) 3 You need to do a GEM knowledge quiz test, 60 points to pass, the answer can be checked online, or ask your customer service manager, who will generally tell you in the group.

4. Have signed an electronic signature agreement.

5. Complete basic personal information.

How to apply for an account on the STAR Market.

1.Individual Investors: ** account opened in our company 20 trading days before applying for permission.

and the assets in the fund account are not less than RMB 500,000 per day (excluding the approval of investors).

Funds incorporated into margin trading and**; Engaged in** trading for more than 24 months; 500,000 or more.

Investors participate through public offerings.

2.Institutional investors: Institutional investors participating in the trading of the Science and Technology Innovation Board** shall comply with the environment.

the provisions of the laws and regulations of the Exchange.

Easy permission to open and apply; Individual investors have a risk tolerance due to abnormal assets or transactions.

If you are low or elderly, you may need to apply over the counter; Institutional investors bring relevant information to the pro.

Cabinet handling. 4.Other supporting materials required by Shanghai ** Stock Exchange, local securities regulatory bureaus and our company.

1. It has been 24 months since the first transaction occurred in any ** account under the customer's one-code pass in Shanghai, Shenzhen** exchange and stock transfer system;

2. When applying for opening permission, the average daily assets of the company in the first 20 trading days shall not be less than RMB 500,000;

3. In the previous 20 trading days, at least any 3 trading days have day-end assets of not less than RMB 500,000;

Hello, you can apply for opening on the trading software of the broker with which you have opened an account. Take our company as an example:

Log in to the Golden Explorer Trading Software - Trading - Other Business - Business Authority of the Science and Technology Innovation Board - Open it according to the prompts.

It is necessary to meet: 1. The assets in the ** account and capital account in the ** account and capital account in the 20 trading days before the opening of the application authority shall not be less than RMB 500,000 per day (excluding the funds and ** invested by the investor through margin financing and securities lending).

2. The customer's first transaction date in China's settlement is greater than or equal to 24 months.

3. In the past 20 trading days, at least 3 days have assets of 500,000 yuan or more.

Prerequisites: Junhong's opening process must meet the following conditions at the same time before it is allowed to continue.

2. The status of the logged in fund account is normal.

3. There must be a Shanghai A shareholder account and the account status is normal.

4. Must be a customer with a personal ID card.

5. It must meet both the asset conditions and experience conditions for the opening of the Science and Technology Innovation Board.

6. You must have installed a common digital certificate and signed an agreement for the use of identity authentication products.

7. Must have done a risk assessment and be within the validity period.

Knowledge Q&A: A total of 10 multiple-choice questions are fully matched by the four elements, and a total of 15 multiple-choice questions are not completely matched by the four elements, and the correct rate must reach 80% before proceeding.

Suitability Judgment & Signing Agreement: If you are a professional investor, you need to sign the Risk Disclosure Letter of the Science and Technology Innovation Board; If you are an ordinary investor and the customer risk assessment level is C0, you are not allowed to open it; If you are an ordinary investor and the four elements of suitability are fully matched, you need to sign the "Risk Disclosure Letter of the Science and Technology Innovation Board" and the "Guotai Junan** Suitability Assessment Confirmation"; If you are an ordinary investor and the four elements of suitability do not fully match, you need to sign the "Risk Disclosure Letter of the Science and Technology Innovation Board", "Special Risk Warning Letter of the Science and Technology Innovation Board", and "Guotai Junan** Financial Services Inappropriate Warning and Investor Confirmation".

Clause.

1. The average daily assets in the account of **investor** in the past 20 trading days shall not be less than 500,000 yuan; Clause.

2. Investors need to be engaged in investment for more than 2 years; Clause.

3. The risk assessment of investors should be positive or above.

The conditions that investors need to meet to open an account on the STAR Market are:

First, have more than 2 years of ** trading experience;

Second, before the opening of the Science and Technology Innovation Board, the average daily account assets of the ** account in the past 20 trading days must reach more than 500,000;

Thirdly, the risk assessment questionnaire is rated either aggressive or aggressive.

After satisfying the above conditions, investors have two ways to open the trading authority of the STAR Market:

First, ** company sales department.

This requires you to bring your original ID card to the business department between 9 a.m. and 17 p.m. on the trading day.

Second, ** company trading software opened.

After meeting the conditions for opening an account on the Science and Technology Innovation Board, investors can open the trading software of **Company, find "Business Handling", "Open the Science and Technology Innovation Board", and then sign the relevant agreement according to the system prompts to go through the opening procedures of the Science and Technology Innovation Board.

The conditions for opening an account on the Science and Technology Innovation Board are:1If you have participated in ** trading for more than two years, and the assets in your personal ** account have an average of not less than RMB 500,000 per day in the first 20 trading days before the opening, you can open an account on the STAR Market.

In fact, users who already have an A-share trading account do not need to open a separate account on the Science and Technology Innovation Board, as long as they open the trading authority of the Science and Technology Innovation Board. 2. Have more than 2 years of trading experience. 3. Other conditions approved by the CSRC.

4. After meeting the above conditions, you can open the ** exchange with the opening authority, and you can buy and sell related ** after opening.

To open an account on the STAR Market, you need to meet the following two conditions:1**The account has been open for at least two years and has been trading during the period; 2.

In the past 20 trading days, the average assets (cash or **) of ** account reached 500,000 yuan. After meeting the conditions, you can apply to the ** company to open an account.

1. What is the Science and Technology Innovation Board?

The establishment of the Science and Technology Innovation Board is a major reform measure of the capital market to enhance the ability to serve scientific and technological innovation enterprises, enhance market inclusiveness, and strengthen market functions. Through new systems such as issuance, trading, delisting, investor suitability, and capital constraints of ** companies, as well as supporting measures such as the introduction of medium and long-term funds, incremental pilots, step by step, and new funds are matched with the progress of the pilot, and strive to achieve a balance between investment and financing, a balance between the primary and secondary markets, and a balance between the interests of new and old shareholders of the company on the Science and Technology Innovation Board, and promote the formation of good expectations in the existing market.

2. How to apply for an account on the STAR Market?

On the premise of satisfying the suitability conditions, the general steps for investors who already hold a Shanghai A-share account to open the STAR Market online are as follows:1complete suitability matching; 2.

Complete customer questionnaires; 3.Sign the Investor Suitability Matching Confirmation Letter, which should meet the requirements that the risk assessment results are valid and positive or relatively positive; 4.Sign the Risk Disclosure Statement; 5.

Select the account you want to open and click Apply to open it. 6.Waiting for the result of the business is generally notified in the form of SMS.

With the mobile phone model: Apple 12, ios14, the following introduces the opening method of Galaxy**, Zhongtai**, and Guotai Junan.

1.Galaxy**.

The steps to open an individual investor are: "Galaxy Palm Hall" - Science and Technology Innovation Board - Log in to the account - choose to open a shareholder account - complete the customer questionnaire - sign the "two books" - click I accept.

2.Zhongtai**.

3.Guotai Junan.

The Science and Technology Innovation Board is a newly listed section, and many investors may not know the relevant regulations of the Science and Technology Innovation Board.

What are the conditions for the opening of the Science and Technology Innovation Board?

In fact, the conditions for the opening of the science and technology innovation board are very simple, as long as you remember two numbers: 500,000 and 24 months. 500,000 means:

In the 20 trading days prior to the opening of the application permission**, the average daily assets in the ** account and capital account shall not be less than RMB 500,000; 24 months refers to more than 24 months of participation in ** trading. The Science and Technology Innovation Board is different from the current ChiNext and SME boards in that it relaxes the limit on the rise and fall, with no limit on the rise and fall for 5 days before listing, and a limit of 20% on the sixth day.

Enterprises on the STAR Market are reviewed by the Shanghai Stock Exchange and registered by the China Securities Regulatory Commission, focusing on information disclosure review within 3 months and registration within 20 days. The listing of unprofitable enterprises and the listing of red-chip enterprises with weighted voting rights are allowed, and the standard is the CDR draft.

In addition, according to regulatory requirements, the assets in the ** account and capital account shall not be less than RMB 500,000 per day in the 20 trading days prior to the opening of the application authority, and the following circumstances have not occurred:

1. Take the investor's application date as the T day, and there is a fund greater than or equal to RMB 500,000 into the ** account and capital account from T-20 to T-1;

2. Taking the investor's application date as the T day, the trading days with day-end assets greater than or equal to RMB 500,000 in the ** account and capital account from T-60 to T-21 are less than 5 days (including 5 days).

If an individual does not meet the above conditions, he or she can also participate in the Science and Technology Innovation Board through a public offering**. In addition, institutional investors who comply with laws and regulations and the business rules of the Shanghai Stock Exchange can also apply for the access of the Science and Technology Innovation Board. For the specific process, please consult the account opening business department or the exclusive financial consultant.

For the trading session, investors are required to invest in the STAR Market* with a minimum capital requirement of RMB500,000, and there is no limit on the rise and fall of the new shares for 5 trading days before the listing, and the limit for the rise and fall of the shares after 5 trading days is 20%, and the STAR Market allows the trading of funds for Stock Connect. Ordinary investors can participate in the investment of the Science and Technology Innovation Board through the public offering**, the previously released CDR ** is a strategic placement**, and the new shares issued by the Science and Technology Innovation Board can also participate.

The Science and Technology Innovation Board is a board designed for technology-based and innovative small and medium-sized enterprises, which belongs to the over-the-counter market, focusing on small and medium-sized enterprises that have not yet entered the mature stage but have growth potential, and meet the relevant normative, technology-based and innovative characteristics.

The opening of the STAR Market requires that the assets in the ** account and capital account in the 20 trading days prior to the opening of the Science and Technology Innovation Board shall not be less than RMB 500,000 per day, and the ** trading period shall be more than 24 months. Compared with ***, the investment threshold of the Science and Technology Innovation Board is relatively low. However, at the same time, in order to protect the interests of investors, the Science and Technology Innovation Board will have a 50% rise and fall limit.

Users who meet the conditions for opening the STAR Market can activate the access to the STAR Market on their A-share accounts already held by the Shanghai Stock Exchange, and the steps are as follows:

1. Complete suitability matching;

2. Complete customer questionnaires;

3. Sign the confirmation of investor suitability matching, which should meet the requirements that the risk assessment results are valid and positive or relatively positive;

4. Sign the risk disclosure letter;

5. Select the account you want to open and click Apply to open it.

Hello, the new board of science and technology innovation board needs to open the science and technology innovation board permission, and the following conditions must be met at the same time:

1. The average daily assets of not less than 500,000 yuan in the first 20 trading days before applying for the trading authority of the Science and Technology Innovation Board;

2. Within 20 trading days before the opening of the application permission, the number of days when the assets are greater than or equal to 500,000 shall not be less than 5 trading days (if it is less than 5 trading days, it cannot be opened through online self-service, it can be opened by providing asset proof offline);

3. Conduct ** transactions for more than 24 months;

4. Meet other conditions stipulated by the Shanghai Stock Exchange.

After opening the permission, you can have the qualification to launch new products on the Science and Technology Innovation Board. If part of the funds are withdrawn subsequently, it will not affect the subscription eligibility, but it may have an impact on the subscription limit.

Note that the rise and fall range of the Science and Technology Innovation Board is large, and the risk is relatively high, if you plan to invest in the Science and Technology Innovation Board, you must assess your risk tolerance.

Hello, the opening conditions of the Science and Technology Innovation Board (individual).

1.The assets in the ** account and capital account in the 20 trading days prior to the opening of the account shall not be less than RMB 500,000 per day (excluding the funds and ** invested by the investor through margin trading and securities lending);

2.Engaged in** trading for more than 24 months;

3.Risk tolerance level should be C4 (aggressive) and above;

4.Pass the business knowledge assessment of the Science and Technology Innovation Board.

According to regulatory requirements, the assets in the ** account and capital account shall not be less than RMB 500,000 per day in the 20 trading days prior to the opening of the application authority, and the following circumstances have not occurred:

1. Take the investor's application date as the T day, and there is a fund greater than or equal to RMB 500,000 into the ** account and capital account from T-20 to T-1;

2. Taking the investor's application date as the T day, the trading days with day-end assets greater than or equal to RMB 500,000 in the ** account and capital account from T-60 to T-21 are less than 5 days (including 5 days).