A · Important
[Integrated account management of securities companies’ customers welcomes further standardization, with a 500,000 yuan threshold for fund transfers from general accounts of the same name] On August 31, China Securities Association was soliciting opinions from the industry on the "Guidelines for the Management of Integrated Accounts of Customers of Securities Companies", aiming to optimize the account management functions of securities companies, standardize the management of customers’ comprehensive accounts, and improve the level of wealth management services of securities companies. This is also a landmark step in the transformation of the pilot comprehensive account management of securities companies’ customers into a regular one. In the early stage, 21 securities companies have obtained pilot qualifications. Fund transfer between accounts with the same name is one of the core capabilities that the industry focuses on. It refers to providing customers with fund transfer between general capital accounts, credit capital accounts, stock option capital accounts, etc. under their names. The new regulations require that customers must meet at least one of the opening conditions: first, they have opened a credit capital account; second, they have opened a stock option capital account; third, they have opened a general capital account for more than three months, have been engaged in securities trading for more than half a year, and their average daily assets in the 20 trading days before opening the service are not less than 500,000 yuan. (Reporter Lin Jian)
🕐 2026-08-31 19:16

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