Opening An Account
To open an account with Liverpool Capital Management, you will need to complete an account application for a Futures Commission Merchant (“FCM”). You will also need to read and complete the necessary sections of our disclosure document.
Please download the application, supplement and disclosure document below, complete them and send them to your broker. Please also e-mail or fax your broker a clear copy of your photo ID. Note you should contact us to find out which FCM's we currently have clearing arrangements with, it can make the account opening smoother, but investors can
choose to open an account at the FCM of their choice.
CTA Managed Account Paperwork
New Account Applications Coming Soon!
- <="pdfs/Fut.Disclosures.pdf" target="_blank" class="slb">Application and Customer Agreement Information and Disclosures
- <="pdfs/Fut.IndJt.pdf" target="_blank" class="slb">Individual, Joint or Sole Proprietorship
- <="pdfs/Fut.Corp.pdf" target="_blank" class="slb">Corporations, LLCs, Partnerships, Trusts & Pension Plans
- <="pdfs/transferauthorization.pdf" target="_blank" class="sl">Account Transfer Authorization
- <="pdfs/addacct.pdf" target="_blank" class="sl">Additional Account Request
- <="pdfs/add_risk_disc.pdf" target="_blank" class="sl">Additional Risk Disclosure for LOD Accounts
- <="pdfs/canadian.pdf" target="_blank" class="sl">Canadian Non-Solicitation Statement
- <="pdfs/addresschange.pdf" target="_blank" class="sl">Change of Address Form
- <="pdfs/electronic_statements_consent.pdf" target="_blank" class="sl">Electronic Statements Consent Form
- < href="pdfs/ffworksheet.pdf" target="_blank" class="sl">Foreign Financial Institution Worksheet
- < href="pdfs/foreign.pdf" target="_blank" class="sl">Foreign Questionnaire
- < href="pdfs/individualprop.pdf" target="_blank" class="sl">Individual Proprietary Letter
- < href="pdfs/letterofdirection.pdf" target="_blank" class="sl">Letter of Direction (Opened directly with MF Global)
- < href="pdfs/letterofdirection_ib.pdf" target="_blank" class="sl">Letter of Direction (Opened via Introducing Broker)
- < href="pdfs/mtradepro_fees.pdf" target="_blank" class="sl">MTrade Pro Notice of Fees
- < href="pdfs/retirement_holdings.pdf" target="_blank" class="sl">Retirement Holdings Representation
- < href="pdfs/sfp_disclosure.pdf" target="_blank" class="sl">Risk Disclosure Document for Security Futures Contracts
- < href="pdfs/sec_fut_addendum.pdf" target="_blank" class="sl">Security Futures Addendum
- < href="pdfs/sf_omnibus_cert.pdf" target="_blank" class="sl">Security Futures Omnibus Account Certification
- < href="pdfs/solepropcert.pdf" target="_blank" class="sl">Sole Proprietorship Certification
- < href="pdfs/supplementalcustomer.pdf" target="_blank" class="sl">Supplemental Customer Information
- < href="pdfs/supplementalrisk.pdf" target="_blank" class="sl">Supplemental Risk Disclosure
|
|
||
 |
||
 |
||
 |
||
 |
||
| Buy our Best-Selling Books on Amazon.com | ||
|
||
|
|
||
| Follow Us | ||
 |
 |
 |