Dorman Opening Instructions

Founded by Bernard Dorman 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 to trade accounts 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)

Dorman Letter of Direction  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.

What AIM will need to trade the account,

AIM Advisory & Risk Control Agreement 

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

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, page 9, signature & date

Please email scanned copies of all forms

If you have any questions or need assistance please contact me.

Peter Knight Advisor

Privacy Notice


Published by

Asset Investment Management

Family Office, Advisors