How many kinds of fund accounts are there?
There are two kinds of fund accounts: one is the fund account (called * * securities investment fund account) used to buy and sell exchange-listed funds, such as ETF, closed-end fund and open-end fund. The other is a fund account used by fund companies or securities companies to purchase and redeem fund products. * * The securities investment fund account can only be opened by opening a shareholder account, so a shareholder card must be opened when opening a securities investment fund account; The opening of subscription and redemption capital accounts does not necessarily need to open a shareholder account, but only a capital account, but the information required for both is the same.
Individuals and institutions need to provide the following information when opening a fund account:
I. Individual investors:
1. Original and photocopy of my valid identity certificate;
2. When an individual investor entrusts others, the authorized client shall also provide the official power of attorney and the original and photocopy of the agent's identity certificate.
Description of opening a fund account:
A natural person under 1) 16 may not open a fund account, and a natural person under 16- 18 shall provide income when applying for opening a fund account;
2) To open a fund account, I need to go to the counter of * * Securities Company in person. If I entrust others to open an account in www.southmoney.com, I must also provide the power of attorney of * * and the original valid identity certificate of * * (if the client is the second generation of * *, copies of both parties are required);
3) When opening a fund account, you need to fill in the questionnaire on risk tolerance assessment of securities customers;
4) To handle the three-party deposit of the bank, you need to fill in the Agreement on the Third Party Deposit of Customer Transaction Settlement Funds, and at the same time, the person who opens the fund account will bring his/her bank debit card to the counter of the bank outlet for confirmation. If there is no such bank debit card, just go to the bank counter to apply for a new debit card;
5) Opening time of the fund account: the opening time of the fund account is 9:00- 15:00 from Monday to Friday. Other time periods, including opening a fund account on weekends, will not be successful until the next trading day. This is because the application for opening a fund account needs to be networked with China Securities Depository and Clearing Company, and Deng Zhong Company is resting during non-trading hours;
6) Finally, there is no charge for opening a fund account.
Second, institutional investors:
1. The valid business license of legal person issued by the administrative department for industry and commerce (photocopy) or the original and photocopy of the registration certificate issued by the civil affairs department and other competent departments;
2. Letter from the legal representative and a copy of the legal representative's identity;
3. Power of attorney of the legal representative (stamped with the official seal of the institution and signed by the legal representative) (hereinafter referred to as "power of attorney");
4. The identity of the authorized client and its copy;
5. Fill in the Application Form for Opening an Account for Open-end Fund Consignment Business of Guotai Junan Securities Co., Ltd. (hereinafter referred to as the Application Form for Opening an Account) in duplicate, and affix the official seal and the signature of the legal representative.