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Become a client
Please contact us to obtain account opening documents
Below is a brief overview of our procedure to become a client with Avantage Financial:
For Equity, Forex and Futures Managed Accounts:
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Fill out A and K forms. The Client needs to sign only form A.
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Fill out "Client Profile"
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Fill out and Sign 2 copies of the "Avantage Financial Management Agreement”
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Open a trading account with one of our partners (contact us for info)
For all Managed Accounts we need the following documents:
Individual Accounts:
Corporate Accounts:
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Notarized true copy of valid passport for person signing the agreement
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Certificate of incorporation (notarized true copy) not older then 3 months
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Resolution of board of directors authorizing opening of the account (notarized true copy)
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1 bank statement and another document verifying the company address (utility bill etc)
US residents: Due to regulatory restrictions Futures trading cannot be offered to US residents. |
