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1、華寶興業(yè)基金管理有限公司開放式基金直銷投資者交易指南華寶興業(yè)基金管理有限公司2017-06版目錄風險提示...........................................................................................................................................3第一部分華寶興業(yè)開放式基金直銷中心----交易辦理指南.................................................41.釋義：...................
2、.................................................................................................................42.基本規(guī)則..................................................................................................................................53.基金賬戶類業(yè)務.................................
3、.....................................................................................53.1基金賬戶開戶、增加交易賬號、基金賬號登記.................................................................63.2資料變更...............................................................................................................
4、................73.3專業(yè)投資者............................................................................................................................83.4普通投資者............................................................................................................................93.5普通投資者申請
5、轉化成為專業(yè)投資者申請及確認...........................................................93.6專業(yè)投資者申請轉化成為普通投資者..............................................................................103.7普通投資者風險承受能力測評及與產(chǎn)品及服務的匹配..................................................104.基金交易類業(yè)務.................................
6、...................................................................................125.傳真交易................................................................................................................................176.特殊交易..................................................................
7、..............................................................187.資金結算..............................................................................................................................198.咨詢服務......................................
