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Alternative Investment Signup Form
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This is a Fund
If a Fund, is it a Futures Fund? or a Hedge Fund

CONTACT INFORMATION
(* required field)
 
User Name *
Password *
Confirm Password *
CTA or Manager Name *
Program or Fund Name *
Address 1 *
Address 2
City *
State
Postal Code *
Country *
Salutation
Principal First Name *
Principal Last Name *
Telephone * (ie. 555-555-5555)
Fax     (ie. 555-555-5555)
Email *
Website
Salutation
Marketing First Name
Principal Last Name
Marketing Phone
Marketing Fax
Marketing Email

Program Information
Start Date of Program * Insert Date (ie. yyyy-mm-dd)
Date of Latest Disclosure * Insert Date (ie. yyyy-mm-dd)
Currency Denomation
Legal Description
Minimum Investment * (ie. enter $50,000 as 50000)
Management Fee * (ie. enter 2% as .02)
Incentive Fee * (ie enter 20% as .20)
Accepting New Money
Pool Available
Private Pool
Public Pool
Notional Funding Accepted
Minimum Notional
Round Turns Per Million $ * (ie. enter 1,750 as 1750)
Margin to Equity Ratio     (ie. enter 25% as .25)

Strategy Information
This program is Systematic *      This program is Discretionary *
   
Trading Methodology
(Check all that apply)		 Trading Style
(Check all that apply)		 Trade Duration
(Check all that apply)
Fundamental
Technical
Breakout
Momentum Based
Volatility Base
Pattern Recognition
Other Method
Trend-Following
Non-Trend Following
Contrarian
Arbitrage
Discretionary
Spreads
Options
Other Style
Long-Term
Mid-Term
Short-Term
Day-Trade
Multi-Term
Other

Sector and Markets Traded
Choose One: US Markets Only Offshore Markets Only Global Markets
Choose One: Diversified Portfolio Non-Diversified/Specific Sectors Portfolio

Sectors
(Check all that apply)
Stock Indexes
Metals
Softs
EFP's
Interest Rates
Energies
Meats
Cross-Rates
Currencies
Grains
Globex
Other Markets

Type of Instruments
(Check all that apply)
Futures
Interbank/Forex
Options
Physicals, Cash or Forwards
   


Registrations, Exemptions and Restrictions
(Check all that apply)
Registered CTA
Registered Investment Advisor
4.7 Exemption
Reg D Exemption
Accredited Investors Only
QEP's Only
Offshore Investors Only
Other Registrations
Other Exemptions
Other Restrictions


Professional Memberships and Registrations
(Check all that apply)
NFA Member
NASD Member
SFA Member
Other Memberships
Trading Description
Manager Background
Risk Management Information
Accounting Notes
Disclosure Documents, Monthly Performance Records and Monthly Assets under Management should be emailed to

To submit you must enter the 4 digit code from the box below:

PDS8


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