Analysis of the whole process of margin trading, account opening, and account transfer

Mondo Finance Updated on 2024-01-30

First of all, two points are clear:

1. One person can only open one financial account;2. If you are not satisfied with the current brokerage, you can cancel the new opening.

Write-off:

Preparations: Repay the liabilities and liquidate the positions or transfer them to the ordinary account, settle the interest of the two financings, and end the business in transit, such as buying and selling transaction entrustment, and subscribing for new shares and new debts.

Next, bring your documents to the counter of the sales department. It will take about 2-3 working days, and you can close the account after it is over.

Transfer: The process is similar to that of cancellation, clearing debts, settling interest, and Lingui handles the two financial accounts, but when the two financial accounts are sold, you can directly transfer the ** to the new brokerage, and you can re-open it when the capital conditions are met. Suitable for short-lived** or those who don't want to move.

Margin Contracts.

With liabilities, two financial agreements are formed, and the contract should also pay attention to these three points:

The maximum length of a single contract.

Generally speaking, the contract period for a single margin or securities lending transaction is six monthsThe six-month period is automatically calculated by the system as 180 days. When the contract expires, you'll need to pay off your debts without worrying about penalty interest.

Ah yes, if the day the contract expires is a week.

6. On Sunday or other non-trading days, the contract will be repaid on Friday!

Can it be extended?How do I roll over?

Contracts that are eligible for rollover can be self-service through online trading.

The credit account maintenance ratio is higher than 150% and there is no default.

Is there any interest for selling on the same day?

If you raise funds on the same day and repay the debt after selling, there is no interest. The fastest amount of securities borrowing and lending can be repaid at T+1.

Trading skills. Hey friends!Today we're going to talk about some tips for trading in two ways!

First of all, if you want to maximize the use of the two financial quotas, there is a trick.

You can use the financing funds *** and then your own funds *** because we can finance on a 1:1 ratio with cash as collateral. If you use your own funds first, you can only use ** as collateral. And **the company will convert**, for example, only give you 80% of the financing amount.

The second is the skill of T+0 operation.

When you buy ** on margin on the same day, but want to sell again, you can borrow and sell the same amount of **, and then use the financing ** to repay the securities borrowing and lending debt. Or you can sell ** and then buy the same amount ** to pay off the debt. This allows you to repay on the same day, and there are no interest charges, only trading commissions.

However, it should be noted that not all ** can be financed from the coupon source. The source of securities has always been a big problem in securities lending and borrowing transactions, and there are often shortages. So keep an eye on it!

Let's talk about securities lending skills.

In fact, this is not a skill, mainly to remind everyone. When the company does not have the coupon source you want, you can get it by making an appointment. That is, you apply to the brokerage and tell them which coupon you want, when and how much you want to use it. The brokerage will go to the market to find the corresponding source of securities. And for the agreed time, only you can use the coupon source. However, you will have to pay interest for the duration of useIf you don't use it in advance, you will also have to charge interest at the agreed time. However, if the securities are used within the agreed time, the corresponding interest will not be charged.

Finally, about the margin contract time.

Typically, the duration of financing or borrowing and lending is 6 months per margin transaction. However, you can apply for an extension, and each extension is also 6 months. There are no conditions or restrictions on rollover, but interest will continue to accrueHowever, it is important to note that applications for rollovers need to be submitted 20 trading days in advance.

Well, that's all there are some tips for trading in the middle of the two. I hope it helps!If you have any questions, just ask me!

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