Generally, it is in the form of questionnaire survey to understand investors' own risk identification and ability and confirm that investors meet the conditions of qualified investors.

Purchase process 2. Participate in product promotion meeting.

Participate in the appropriate product recommendation meeting, and choose the product with the highest matching degree according to your risk-taking ability with the help of the organization.

Purchase process 3. Sign the risk disclosure statement.

Investors should be clear about the risks and their own rights and interests of the selected products. Because of the complicated steps, each clause not only needs to be confirmed sentence by sentence, but also needs the signature and seal of the relevant parties.

Purchase process 4. Provide proof of assets or income.

It is required to provide supporting documents to prove that individual investors can become qualified investors only if their financial assets are not less than 3 million yuan or their personal income is not less than 500,000 yuan in the last three years. And it is clear that the product is purchased by itself, so the product will not be split.

Purchase Process 5, Signature and Payment

Investors are required to be clear about the authenticity of cooperation information and the risks of products, and to be qualified investors.

Purchase process 6. Investment cooling-off period

After signing the contract, investors have a cooling-off period of not less than 24 hours. During this period, the investor can terminate the contract, and the fund-raising institution cannot contact the investor on its own initiative.

Purchase process 7, return visit confirmation

At the end of the cooling-off period, the non-sales staff of the institution will pay a return visit to the investors for confirmation, and it is necessary to check the core information of the investors one by one. If the investor knows nothing, he can also terminate the contract.

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