RJO Account Opening Instructions

RJO Website

• RJO account forms
• AIM Advisory & Risk Agreement
• History of RJO 1914 to 2019
• How funds are protected

Please print out this pdf. containing all pages that need to be completed

Check list

Send completed forms to peter_knight@peterknightadvisor.com

Additional Forms for Corporate, Trust and LLC Accounts

1. 1. RJO Account Opening Instructions for Corp., Trust & LLC 
   2. AIM Advisory & Risk Agreement
   3. All types account booklet
   4. Disclosure booklet
   5. Corporations-Partnerships-Limited Liability Company
   6. Individual-Joint-Sole Proprietorship-IRA-Trust
   7. Account Transfer Form
   8. Managed Accounts (Power of Attorney)
   9. Exempt Commodity Trading Advisor Forms
   10. Power of Attorney Revocation
   11. Security Agreement and Assignment of Account
   12. RJO Hedge Representation Letter
   13. “Doing Business As” (DBA) Letter
   14. Statement Delivery
   15. Related Account Authorization Form
   16. Customer Address Change Form
   17. LME Disclosure Form
   18. End User License Agreement (January 2016 version)
   19. Agreement for Direct ACH Debits and Credits
   20. W8BEN
   21. W8BEN-E

If you have any questions or need additional information contact us.

Regards,
Peter Knight Advisor
Contact Information

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