TradeView Opening Instructions (Futures ATA)

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 = Futures
Exchanges Traded All Accounts
  (check all)
Individual Account
Joint Account
Limited Power Attorney
W-8 Ben

Clients older than 64 additional disclosure
Corporate Account
Limited Power Attorney
Corporate W-8 Ben
Click here if you’d like to download and print out account forms
Account Funding

2) To open an account from Spain, Portugal, South America & India

Platform = Futures
Exchanges Traded All Accounts (check all)
Individual
Joint Account
Limited Power Attorney
W-8 Ben
Clients older than 64 additional disclosure
Corporate Account
Limited Power Attorney
Corporate W-8 Ben
Account Funding

3) Limited Power of Attorney

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 acknowledgement 

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: Mainstream Group (MG oversees 100+Billion USD).

8) Account Trading Capabilities

One opening process enables you to trade Futures, Forex, Stocks, ETFs & CFDs

Exchanges Exchange location
BATS Options USA
BME (Madrid Stock Exchange) Spain
BOX (Boston Options Exchange) USA
CBOE (Chicago Board Options Exchange) USA
CBOT (Chicago Board of Trade) USA
CME (Chicago Mercantile Exchange) USA
CSE (OMX Copenhagen) Denmark
EURONEXT Amsterdam The Netherlands
EURONEXT Brussels Belgium
EURONEXT Lisbon Portugal
EURONEXT Paris France
FSE (Frankfurt Stock Exchange) Germany
HKEx (Hong Kong Exchanges) Hong Kong
HSE (OMX Helsinki) Finland
ISE (International Securities Exchange) USA
LSE (London Stock Exchange) UK
MEX (Mexican Stock Exchange) Mexico
MIL (Milan Stock Exchange) Italy
MOEX (Moscow Exchange) Russia
NASDAQ Options Market USA
NASDAQ USA
NYMEX (New York Mercantile Exchange) USA
NYSE (New York Stock Exchange) USA
NYSE ARCA USA
NYSE AMEX USA
NYSE MKT USA
OSE (Oslo Stock Exchange) Norway
PHLX (Philadelphia Stock Exchange) USA
SET (Stock Exchanges of Thailand) Thailand
SIX (Swiss Exchange) Switzerland
SSE (OMX Stockholm) Sweden
TSE (Tokyo Stock Exchange) Japan
TSE (Toronto Stock Exchange) Canada
TSX (Toronto Venture Exchange) Canada
UE (Ukrainian Exchange) Ukraine
VIE (Vienna Stock Exchange) Austria

Peter Knight Advisor
Direct VI Phone 24/7 +340 244 4310
Skype: Peter-Knight-Advisor
Message me

Schedule an online review
Peter_Knight@peterknightadvisor.com

 


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Asset Investment Management

Family Office, Advisors