1. What information does the fund need to open an account?
1, ID card
Fund companies need to verify the identity information of investors when opening an account, so they need to provide valid identity documents. Generally speaking, investors need to provide a valid original and copy of the second-generation ID card.
2. Bank card
Fund companies need investors to provide effective bank account information when opening an account, so that they can quickly transfer money into the investor's bank account when redeeming. Therefore, investors need to provide valid original and copy of bank card.
3. Mobile phone number
Investors need to provide a valid mobile phone number so that the fund company can contact investors in time when needed.
4. Other information
In addition to the above information, investors need to provide other information when opening an account, such as tax registration certificate, business license, etc. The specific information to be provided can be determined according to the requirements of the fund company.
Second, personal account opening steps
1, select a fund company
First of all, investors need to choose a reputable fund company, which can be selected through internet financial platforms or banks.
2. Fill in the account opening application form
Investors need to fill in the application form for fund account opening and provide all kinds of information required above.
3. Sign relevant agreements
Investors need to sign relevant fund investment agreements, risk disclosure books and other agreements to ensure that they have fully understood the risks and rules of fund investment.
Step 4 Pay the subscription fee
Investors need to pay a certain subscription fee according to the requirements of the fund company before they can subscribe for fund shares.
5. Waiting for review
After receiving the investor's application for account opening, the fund company will review the investor's information, and after the approval, the fund account opening can be completed.
In short, the fund needs to provide certain identity information and bank account information. The steps of opening an account for an individual are relatively simple. Just choose a reputable fund company, fill in the relevant application form, sign the relevant agreement and pay the subscription fee. Of course, when investing in funds, investors should also pay attention to investment risks and choose appropriate fund products in order to obtain better investment returns.