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About PFG Best
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An insight into the value
   of Portfolio Diversification

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What are Managed Futures?
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Informative Research,
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Account Forms And Documents


You may also have the account documents sent to you per U.S. mail, please contact:
Platinum Capital Asset Management
at (877)866-5990 or (305) 866-5990

Complete Set Account documents
   
Email Statement

Required for customers who wish to receive their daily and monthly statements via email

   
Power Of Attorney

Required for customers that indicate a third party will be trading the account on behalf of the customer

   
Account Transfer This form is used when a customer needs to transfer money or positions from another firm to PFG
 
Second Account Request Letter Required for customers that want more than one Account
   
Auto Liquidation Acknowledgement  
   
Letter Of Direction The Letter of Direction is a requirement for those customers who have a broker that will trade a third party trading system
   
Own Funds Required for customers that indicate their occupation may be investment related
   
Corporate Own Funds Required for corporate accounts trading corporate funds only
   
Canadian Non Solicit Required for Canadian customers
   
W-8BEN Certificate of Foreign Status The W-SBEN form is required for all foreign customers



To open an IRA account and to download additional forms (click here) 



*Account Forms and Documents are stored in PDF format. PDF is a way to view and print documents specifically designed for electronic distribution. PDF documents will view and print correctly regardless of your type of computer or operating system.

*If you don't already have a PDF reader installed on your computer, click the Adobe icon below to retrieve the FREE Acrobat Reader from Adobe's web site. This program or a similar PDF reader is required to view or print these account documents.

 

Past performance is not indicative of future results. The risk of loss in futures trading is substantial.

 

 
 
 

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