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How to Open a PFG Account


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

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

International Toll-Free Telephone Numbers click here


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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