Financial Markets

Procedure

Procedure:

1. As an individual investor, you may take your own ID card, and as an institutional investor, you may take your account-opening material to open an IB wealth management card or bank settlement account.

2. Investors may go to a futures company or securities company with the qualification to introduction brokerage (IB business) to open a futures fund account.

3. After signing the "Bank-futures Transfer Service Agreement of Industrial Bank" at the banking channels (counter of outlet and electronic banking) or channels of futures companies (Client for trading), investors may bundle bank settlement accounts with corresponding futures fund accounts.

4. Investors may handle fund transfer between bank settlement account and futures funds account at the banking channels (counter of outlet and electronic banking) or channels of futures companies (Client for trading)

List of business supported by each channel

  Counter Internet Banking Mobile Banking Telephone Banking Client at futures companies
Sign agreement ▲★ ▲★   ▲★
Cancel agreement ▲★    
Transfer ▲★ ▲★ ▲★ ▲★ ▲★
Inquiry ▲★ ▲★ ▲★ ▲★ ▲★
Print voucher ▲★        

Note: ▲: available for individual clients; ★: available for organization clients

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