開戶要告知投資額度? - 股票

By Ivy
at 2018-08-22T23:51
at 2018-08-22T23:51
Table of Contents
雖然之前已經在別家開過戶
但還算是新手,有問題想請教各位前輩
今天到富邦證券開完戶後
被營業員詢問打算放多少錢在戶頭投資
當下我覺得疑惑為何要告訴他,所以只先告訴他還沒確定
但他又說因為金管會有新規定
他們要知道客戶有多少錢在戶頭要做投資
經過他們核准後,客戶才有辦法操作
然後又說明天會打電話給我再問我
因為之前在別家開戶沒有這個問題
不確定這是否是新規定
所以想請教大家,謝謝。
--
但還算是新手,有問題想請教各位前輩
今天到富邦證券開完戶後
被營業員詢問打算放多少錢在戶頭投資
當下我覺得疑惑為何要告訴他,所以只先告訴他還沒確定
但他又說因為金管會有新規定
他們要知道客戶有多少錢在戶頭要做投資
經過他們核准後,客戶才有辦法操作
然後又說明天會打電話給我再問我
因為之前在別家開戶沒有這個問題
不確定這是否是新規定
所以想請教大家,謝謝。
--
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