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To open a PFG account please
print and complete the following forms:
PFG Account Forms
Trading Authorization FCM Advisory Agreement
1)
AccountForms.pdf = all forms necessary to open any type of account,
pages that need to be completed:
- Pages 3 and 4 account holder information
- Page 13 Signature
- Page 14 Social Security number and signature
- Page 16 Signature
- Page 31 Signature
- Page 37 Income and net worth verification
signatures
2)
TradingAuthorization.pdf = Limited Power of Attorney for Managed
Accounts.
- Page 1, Forex Capital at the top, signature
on the bottom
- Page 2 acknowledgement
3)
FCMAdvisoryAgreement.pdf = Forex Capital Agreement pages
- Page 7 is redundant and not necessary with
the PFG accounts
- Page 8 customer name on top, signature at
the bottom
- Page 9 managed account program, funding and
risk parameters next, for example 100K initial ( amount invested ) 70K
maintenance, ( maintenance = the equity stop on the account, the point at which
all positions would be liquidated ) , customer signature at the bottom
- Page 10 acknowledgement only, introducing
broker information and dealing center is left blank ( unless introduced by a
3rd party to FCM )
- Page 11 Authorization to pay quarterly
incentive, signature at the bottom.
- Page 12 limited trading authorization,
signature at the bottom
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Funding instructions for PFG accounts are here. (Should you decide to work with a different firm please advise and funding instructions will be emailed immediately) |
For IRA accounts:
Millennium Trust Company
Website: http://www.mtrustcompany.com Account Forms
North Star Trust
Website: www.northstartrust.com Account Forms (** If you are a first time customer, you
have to login in in order to request information).
Fiserv ISS (used to be
Lincoln Trust) Website:
https://www.fiserviss.com Account Forms
Entrust Website:
http://www.entrustadmin.com/ Account forms
Please forward the completed account
documents to: Victoria Voet Catranis & Company
31351 Rancho Viejo Rd Suite 201 San Juan Capistrano, CA 92675
If you have any questions please call
800-994-5757 or email
Peter
Catranis
Regards, Peter Catranis
USA + 949-376-8020 direct US toll-free
800-994-5757 Mobile 949-933-1449 Email
Peter
Catranis
Risk Disclosure
The risk of loss in
trading foreign exchange can be substantial. You should therefore carefully
consider whether such trading is suitable in light of your financial condition.
You may sustain a total loss of funds and any additional funds that you deposit
with your broker to maintain a position in the foreign exchange market. Actual
past performance is no guarantee of future results. Simulated performance
results also have certain limitations unlike actual performance records,
simulated results do not represent composite trading. Also, since trades have
not actually been executed for this composite, the results may have
under-or-over compensated for the impact, if any, of certain market factors,
such as lack of liquidity, simulated trading results, in general are also
subject to the fact they are designed with the benefit of hindsight. No
representation can or is being made that any trading system will, or is likely,
to achieve profits or losses similar to those shown in this simulated
performance record.
The performance records
have been calculated in a manner we believe to be reasonable and is based on
the respective leverage factors intended to be used. Prospective investors must
recognize that any simulation of a hypothetical record, even when based on
actual trading systems, with qualified trade execution, has inherent
limitations. We believe that the records as presented should be of interest to
investors in determining whether to participate, such rates of return should by
no means be taken as an indication of how the system will perform or would have
performed, even given the same trades. Any performance record compiled from
individual performance records of any trading methodologies has certain
hypothetical and artificial characteristics and must be evaluated accordingly.
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