Dorman Opening Instructions

Founded by Bernard Dorman in 1956, currently run by Daniel Dorman, excellent old school firm, deep roots, deep pockets equipped with the latest tools and platforms for professional traders.

Member of Chicago Mercantile Exchange.
Funds are protected plus or minus trading by the Financial Safeguard System
Dorman Website
Clearing and Execution
Trading Platforms

The broker we use at Dorman

Jakob Schneider
Geissbergstrasse, Schaffhausen
Switzerland 8200
Tel +41 52 624 60 22

What Dorman Trading requires to open an account

Account opening link  You’ll need to provide a scanned copy of a Government ID (passport or drivers license) and proof of address (Bank statement or utility bill)

LOD with Third Party Executor  A letter of direction limits trading to a specific program, using a specific trading methodology, in specific markets with leverage and risk defined before trading begins.


Dorman Power of Attorney Allows trading in any market using any client approved trading program.

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)

 After the account is approved and funded what we’ll need

 AIM Advisory & Risk Control Agreement  pages that need to be completed

Advisory Agreement, page 5, signature & date

Fee Payment Agreement, page 6, signature & date

Defining Overall Account Risk, page 7, initial & maintenance balance, broker, base currency, programs, signature & date

Risk Disclosure, page 8, signature & date

Q.E.P. Acknowledgement for non-U.S. citizens and entities, page 9, signature & date  

Please send scanned copies to we need to sign off on them.

Peter Knight Advisor

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Asset Investment Management

Family Office, Advisors