Tradeview provides access to these exchanges, their team is headed by Tim Furey, (X CBOT floor trader) and Mike Lombardo (ran a prop desk for 20 years) they’ve provided us with superior service, order execution and a knowledgeable polite back office that gets the job done. See sections 6 and 7 below for information on capabilities, regulation and compliance, contact me any questions.
1) To open an account from North America, Europe & Asia. x
Platform = MT4 Innovative Liquidity Connector
Management of account = Third party manager
Individual Account
Non-Professional Certification (date and sign the bottom)
Tradeview Market Data Futures Options (check non pro, all US & sign)
Electronic Trading & Routing Disclosure (date and sign the bottom)
W8 Ben (name and address on top, #9 your country, date and sign the bottom)
Limited Power Attorney (please download and complete)
Hereby Authorize: Peter Knight/Asset Investment Management
Incentive Fees = 7.50% to 12.50% of net new high profits quarterly
Yes, to Incentive/Commission payout
Commission Schedule: Yes
Your Email
Customer Name and Title
Date
Authorized Client Signature
Clients older than 64 additional disclosure
Joint Account
Non-Professional Certification (date and sign the bottom)
Tradeview Market Data Futures Options (check non pro, all US & sign)
Electronic Trading & Routing Disclosure (date and sign the bottom)
W8 Ben (name and address on top, #9 your country, date and sign the bottom)
Limited Power Attorney (please download and complete)
Clients older than 64 additional disclosure
Account Funding
Corporate Account
Non-Professional Certification (date and sign the bottom)
Tradeview Market Data Futures Options (check non pro, all US & sign)
Electronic Trading & Routing Disclosure (date and sign the bottom)
W8 Ben (name and address on top, #9 your country, date and sign the bottom)
Limited Power Attorney (please download an
Click here if you’d like to download and print out account forms
Account Funding
2) To open an account from Spain, Portugal, Jamaica, South America & India
Platform = MT4 Innovative Liquidity Connector
Management of account = Third party manager
Individual
Joint Account
Corporate Account
Non-Professional Certification (date and sign the bottom)
Tradeview Market Data Futures Options (check non pro, all US & sign)
Electronic Trading & Routing Disclosure (date and sign the bottom)
W8 Ben (name and address on top, #9 your country, date and sign the bottom)
Limited Power Attorney (please download an
Clients older than 64 additional disclosure
Account Funding
Hereby Authorize: Peter Knight/Asset Investment Management
Incentive Fees = 7.50% to 12.50% of net new high profits quarterly
Yes, to Incentive/Commission payout
Commission Schedule: Yes
Your Email
Customer Name and Title
Date
Authorized Client Signature
4) ID and proof address
Color scan of a Passport or other Government issued Identification (Passport, Government ID or Driver License)
Proof of Address, this can be a utility bill or bank statement. (It has to be issued within 3 months)
5) AIM Advisory & Risk Control Agreement pages that need to be completed
3) Advisory Agreement, page 5, signature & date
4) Broker, currency, initial and maintenance balance, allocation, date and sign
5) Risk disclosure date and sign
6) Fee agreement, start balance date and sign
7) QEP acknowledgment
Please send scanned copies to peter_knight@peterknightadvisor.com we need to sign off send them to the clearing form and return copies to you.
6) Regulation: CIMA, Tradeview Ltd., License 585163, the CIMA regulates
The World’s largest domicile for hedge funds
The World’s second largest domicile for captive insurance companies
The World’s 7th largest banking center assets in excess of $1.14 trillion
Over 10,600 mutual and other funds, assets in excess of $3.575 trillion
Trust companies which manage thousands of smaller trusts.
7) How Tradeview balances are guaranteed plus or minus trade activity
Omnibus Accounts are guaranteed by The Financial Safeguard System.
All customer accounts are Segregated and independently audited.
Independent Auditors: Apex Group (12,000 employees 50+ global offices)
8) Account Trading Capabilities
One opening process enables you to trade Futures, Forex, Stocks, ETFs & CFDs
9) Institutional Services
MetaTrader 4 Bridge
Omnibus Partnership
FIX API, Financial Information Exchange
Clearing and liquidity
Clearing Terms Agreement
If you have any questions please contact me.
Peter Knight
Direct VI Phone 24/7 +340 244 4310
Skype: Peter-Knight-Advisor
Message me
Schedule an online review
Peter_Knight@peterknightadvisor.com