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Alternative Investment Signup Form

This is a Managed Account Program
This is a Fund
If a Fund, is it a Futures Fund? or a Hedge Fund

Contact Information

(* required field)  
 
User Name *
Password *
Confirm Password *
Firm Name *
Program or Fund Name *
Address 1 *
Address 2
City *
State
Postal Code *
Country *
Salutation
Principal First Name *
Principal Last Name *
Telephone *
Fax     (ie. 555-555-5555)
Email *
Website
Salutation
Marketing First Name *
Marketing Last Name *
Marketing Phone
Marketing Fax
Marketing Email
 

Program Information
 
Start Date of Program * Insert Date
Date of Latest Disclosure * Insert Date
Currency Denomation
Legal Description
Minimum Investment *
Management Fee % *
Incentive Fee % *
Accepting New Money
Pool Available
Private Pool
Public Pool
Notional Funding Accepted
Minimum Notional
Round Turns Per Million $ *
Margin to Equity Ratio %
 

Performance Reporting
 
Send me email reminders to provide you my latest monthly performance.
I'll put you on my performance distribution list.
 
Notification Day of the Month *
* We'll send you an email on this day to remind you to send us your latest results.
If you don't select a day you'll be emailed on our default days of the month.

Strategy Information
 
This program is Systematic *      This program is Discretionary *
 
Trading Methodology
(Check all that apply)		 Trading Style
(Check all that apply)		 Trade Duration
(Check all that apply)
Fundamental
Technical
Breakout
Momentum Based
Volatility Base
Pattern Recognition
Other Method
Trend-Following
Non-Trend Following
Contrarian
Arbitrage
Discretionary
Spreads
Options
Other Style
Long-Term
Mid-Term
Short-Term
Day-Trade
Multi-Term
Other
 

Sectors and Markets Traded
 
Choose One:
US Markets Only Offshore Markets Only Global Markets
Choose One:
Diversified Portfolio Non-Diversified/Specific Sectors Portfolio

Sectors
(Check all that apply)
Stock Indexes
Metals
Softs
EFP's
Interest Rates
Energies
Meats
Cross-Rates
Currencies
Grains
Globex
Other Markets

Type of Instruments
(Check all that apply)
Futures
Interbank/Forex
Options
Physicals, Cash or Forwards
   
 

Registrations, Exemptions and Restrictions
(Check all that apply)
 
Registered CTA
Registered Investment Advisor
4.7 Exemption
Reg D Exemption
Accredited Investors Only
QEP's Only
Offshore Investors Only
Other Registrations
Other Exemptions
Other Restrictions
 

Professional Memberships and Registrations
(Check all that apply)
 
  NFA Member
NASD Member
SFA Member
Other Memberships
 
Trading Description (No more than 1300 characters -- about 18 lines)   
Manager Background
Risk Management Information
Accounting Notes
Disclosure Documents, Monthly Performance Records and Monthly Assets under Management should be emailed to
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