What are the requirements for opening a margin account and what information should be bringed?

Hello, Guotai Junan ** Jiangxi Branch is happy to answer for you!

Guotai Junan now requires customers to have a minimum of 100,000 yuan in funds and an account opening time of at least 6 months, and if they meet the above conditions, they can bring your ID card and shareholder account card to the local ** business office to apply for margin trading qualifications.

The threshold for opening an account varies from region to region:

The customer has opened a ** account in Lu Yu'an of Guotai Junting Hall for more than 18 months, and has no bad records, and is not limited to the business department.

If the market value of the assets in the customer's account reaches more than RMB 500,000, it only meets the requirements at the time of account opening.

The process of handling margin financing and securities lending:

Meet the admission conditions and submit application materials.

Credit rating, determine the credit line.

Risk warning, sign the "Business Contract".

Open a credit account and handle a tripartite depository.

Transfer collateral and start margin trading.

Information required for margin account opening:

Personal identification materials, A-share ordinary** account card, margin trading business knowledge test papers, and proof of residence (including but not limited to the customer's fixed ** fee, mobile communication fee, water, electricity, gas (gas) fee, cable TV fee, property management fee and other payment vouchers, valid property lease contract, etc.

The items to be submitted are as follows:

Credit report of the People's Bank of China, proof of employment, proof of income, proof of other financial assets other than the A-share account, proof of non-financial assets (such as real estate, car, etc.), and other including education, professional title and family support, etc.

The three banks that handle margin account opening are:

Industrial and Commercial Bank of China, Agricultural Bank of China, China Construction Bank, Bank of Communications, China Merchants Bank, Industrial Bank, Bank of China. The same bank can be designated for both the credit account and the regular account.

The process of opening a margin account is as follows:

Individual investors are eligible to apply, pass the basic knowledge test of margin trading, fill in the application form for margin trading and submit materials, and can apply for it at any time. Within 10 working days, the business department confirms the credit result, and the individual investor signs the relevant contract and opens a credit account during the trading period after the application is approved. On T day of margin account opening, investors can activate their accounts, including:

NetEase mailbox password change, third-party bank confirmation.

1. Threshold for opening a margin account for securities lending:

1. The customer has opened a ** account in Guotai Junan for more than 18 months and has no bad records, regardless of the sales department;

2. The market value of the assets in the customer's ** account reaches more than RMB 500,000, which can only be met when opening an account.

2. Account opening process:

Individual investors are eligible to apply and can apply at any time after passing the basic knowledge test of margin trading, filling in the application form for margin trading and securities lending and submitting materials (the quota of margin trading and securities lending is mixed, and special application can be made). Within 10 working days, the business department confirms the credit result, and the individual investor signs the relevant contract and opens a credit account during the trading period after the application is approved.

Materials required for natural persons to open margin accounts:

1) Domestic residents: the original second-generation ID card of the People's Republic of China;

2) Residents of Hong Kong and Macao Special Administrative Regions: Original Mainland Travel Permit for Hong Kong and Macao Residents, original Hong Kong and Macao Resident Identity Card, and original Certificate of Temporary Residence Registration issued by the Public Security Bureau;

3) Residents of Taiwan: the original Mainland Travel Permit for Taiwan Residents, the original Taiwan Resident ID Card, and the original Temporary Residence Registration Certificate issued by the Public Security Bureau;

4) Overseas natural persons who have obtained permanent residence qualifications in China: the original permanent residence permit for foreigners issued by the public security organs;

What are the requirements for opening margin trading?

Guotai Junan Fuyi has self-service financing, click on Fuyi, choose self-service financing, and then choose micro-financing (from 100,000) or easy financing (capped at 50 million) according to your needs, first understand the financing details, transaction flow and other instructions, and then fill in the content according to the prompts on the webpage. If self-service financing does not meet your requirements, bring your ID card to the brokerage business department for processing. FYI.

1. The customer has opened a ** account in Guotai Junan for more than 18 months and has no bad records, regardless of the sales department; 2. The market value of the assets in the customer's ** account reaches more than RMB 500,000, which can only be met when opening an account.

Margin trading conditions: **6 months of trading experience; In the last 20 trading days**, the average daily assets of the account reached 500,000 yuan; Comply with other conditions for margin trading.

To open margin financing and securities lending, you need to bring your ID card to the counter of the business department.

The account capital is 500,000, and you can find your account opening broker.

Have opened an account with a broker qualified for margin trading for at least 6 months.

Assets are required to be not less than 500,000 yuan;

Can you open an account Now you can open an account online ID card bank card camera directly open for you Many companies can be opened.

If you need to open a dual-financing account over the counter, you need to meet the average daily assets of 500,000 yuan in the first 20 trading days and half a year of trading experience.

Hello, Guotai Junan ** Jiangxi Branch is happy to answer for you!

Guotai Junan's margin financing and securities lending business handling process:

At present, customers who apply for margin financing and securities lending business from ** company must meet the following conditions:

1) Comply with the provisions of laws, regulations and relevant business rules of China ** Depository and Clearing Co., Ltd., and be able to open ** account;

2) Have opened an ordinary account in Guotai Junan** for more than 18 months (inclusive) and have no bad records;

3) The value of assets in the account opened by the customer in Guotai Junan** company reaches a certain scale (the asset value of the account of individual customers is more than RMB 500,000, and the value of the assets of the account of institutional customers is more than RMB 1 million);

4) There are no outstanding debts due to ** company. If Guotai Junan** customers meet the above conditions (you are reminded to pay attention to the duration of account opening and asset scale) and pass the margin trading test, individual customers should bring valid identity documents, Shanghai and Shenzhen shareholder account cards, and relevant credit certificates (please consult the account opening business department for details) to the business department to open an account on the spot.