Additional Account Forms
In addition, certain types of accounts will need additional paperwork to be completed before opening. Additional Forms for Discretionary Accounts:
- Account Transfer Form
- Discretionary Trading Authorization / Power of Attorney
- Representations Regarding Discretionary Accounts
- A.P.S. Disclosure CTA Exemption Letter
- Hedge Accounts
- CPO Exemption Letter
- Proprietary Account Representation Letter
- Foreign CTA Exemption Letter
- Corporate Account Resolution
- Personal Guarantee
- W9 Form
- Canadian Non Solicit
- Address Change Authorization
- Own Funds Letter
- Important Information
- Check Request
- 2nd Account Request
- Indemnity
- Electronic Delivery of Statements
- Corporate Funds Letter
- Additional risk disclosure statement
- Trust Application
U.S. Tax Forms for Foreign Entities