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Opening an Account at Common Sense
Capital
is as easy as 1-2-3:
Simply hit the following link and follow the easy step
by step instructions -
Click here to
Open An Account
Online
Just follow the easy step by
step instructions. You will be able to print each
document of the online application. After you have submitted the
application, you will receive an e-mail confirmation within
one business day. If you do not, please call or e-mail so
that we may see if there are any problems.
If you would prefer to download and
print the forms as a PDF file, see below
Foreign Accounts -
MUST complete the W8-BEN, include
passport copy and utility bill.
Fax or mail your documents to Common Sense Capital:
(NO
NEED TO FAX THE WHOLE APPLICATION - ONLY PAGES WITH YOUR INFO AND/ OR
SIGNATURE ON THEM NEED TO BE FAXED)
Common
Sense Capital
3356 W. 550 North
West Point, Utah. 84015
Toll Free -
1.877.857.0948 / Local - 1.801.525.0845 / Fax -
1.801.728.0341
Click
here to open a Demo trading account
Transferring
Your Account is Also as Easy as 1-2-3:
If you
currently have an account with another broker but you
want better rates, better service or simply need another
broker to work with (one familiar with the Common Sense
Commodities course), we're ready to work for you.
In addition to the account form, simply fill out this
one page form
Account Transfer
and fax to us. There is no need to contact your current
broker. CSC will take care of all the necessary
paperwork.
Common
Sense Capital will not charge you any fees associated
with transferring your account.
Call us
today, to get the ball rolling.
Commissions
Should Be Affordable:
It is our belief that
a brokerage firm should provide its clients with
prompt and courteous service that does not cost an
"arm and a leg." Commissions and fees are a cost
of doing business for the trader, but they should not
be so high as to be prohibitive to your trading.
Of course, any
commission rate is too high if the brokerage firm is
not providing quality service. Some of our
services include our award winning research,
experienced brokers, excellent technical analysis and
of course access to David Duty of Common Sense
Commodities.
MAN FINANCIAL APPLICATION CHECKLIST
v
ALL DOCUMENTS MUST BE LEGIBLE
v
FOREIGN APPLICATIONS &
DOCUMENTATION MUST BE TRANSLATED IN ENGLISH
INDIVIDUAL ACCOUNT:
·
Application (pages 1 & 2)
·
Contractual Agreement (page 9)
·
Risk Acknowledgement (page 10)
·
Risk Disclosure (page 11)
·
Retirement Holdings Representation (if applicable; page
12)
·
W9 (page 13) or W8-BEN
·
Hedge form (if applicable; page 15)
·
Electronic Media (page 17)
·
Electronic Trading Agreement (page 21)
·
External Transfer (if applicable; page 22)
·
Copy of current passport or drivers license
·
Copy of recent utility bill if relocated in the last year
JOINT ACCOUNT (IN ADDITION TO ABOVE):
·
Application for ALL parties (pages 1 and 2)
·
Contractual Agreement signed by ALL parties (page 9)
·
Risk Acknowledgement signed by ALL parties (page 10)
·
Risk Disclosure signed by ALL parties (page 11)
·
Retirement Holdings Representation (if applicable; page
12)
·
W9 (page 13) or W8-BEN
·
Hedge form completed and signed by ALL parties (if
applicable; page 15)
·
Electronic Media completed and signed by ALL parties (page
17)
·
Electronic Trading Agreement completed and signed by ALL
parties (page 21)
·
External Transfer (if applicable; page 22)
·
Copy of current passport or drivers license for ALL
parties
·
Copy of recent utility bill for ALL parties if relocated
in the last year
CUSTODIAL ACCOUNT (IN ADDITION TO INDIVIDUAL
AND/OR JOINT DOCUMENTS):
Note: If the Custodian is
not a current
Man Financial client, he/she must also submit an Individual
Account Application. Custodian signs all documents using the following
language “custodian for”. i.e. Mary Smith, Custodian for William Smith.
CORPORATE ACCOUNT:
·
Corporate Application (page 1 & 2)
·
Contractual Agreement (page 9)
·
Corporate Resolutions & Certificate (page 10)
·
Account Application & Guaranty (page 13 and 14)
·
Risk Agreement (page 15)
·
Additional Risk Disclosure (page 16)
·
NFA Exemption Letter (page 17)
·
W9 (page 19) or W8-BEN
·
Hedge Form (page 21; not applicable for speculative
accounts)
·
Electronic Media (if applicable, page 23)
·
Electronic Trading Agreement (page 27)
·
External Transfer (if applicable; page 28)
·
Articles of Incorporation
·
Certificate of Incorporation (including State Seal)
·
Copy of current passport or drivers license
LIMITED LIABILITY COMPANY ACCOUNT:
·
LLC Application (page 1 & 2)
·
Contractual Agreement (page 9)
·
LLC Resolutions (page 11)
·
Account Application & Guaranty (pages 13 & 14)
·
Risk Agreement (page 15)
·
Additional Risk Disclosure (page 16)
·
NFA Exemption (page 17)
·
Tax Form (page 19) or W8-BEN
·
Hedge Form (page 21; not applicable for speculative
accounts)
·
Electronic Media (if applicable, page 23)
·
Electronic Trading Agreement (page 27)
·
External Transfer (if applicable; page 28)
·
Articles of Organization and State Certificate
·
Copy of current passport or drivers license
PARTNERSHIP ACCOUNT (IF APPLICABLE TO ABOVE):
·
Account Application (page 1)
·
Application for EACH General Partner (page 2)
·
Contractual Agreement signed by EACH General Partner (page
10)
·
Risk Disclosure signed by EACH General Partner (page 11)
·
Additional Risk Disclosure completed and signed by EACH
General Partner (page 12)
·
W9 (page 13)
·
Hedge Form (page 15; not applicable for speculative
accounts)
·
Electronic Media completed and signed by EACH General
Partner (page 17)
·
Electronic Trading Agreement signed by EACH General
Partner (page 21)
·
External Transfer (if applicable; page 22)
·
CPO Exemption Letter (if applicable)
·
Complete Copy of Partnership Agreement
·
Certificate of LP issued by the State
·
Offering Memorandum (if a registered pool)
TRUST ACCOUNT:
·
Application for the Trust (page 1)
·
Application for EACH Trustee (page 2)
·
Trust Authorization completed and signed by EACH Trustee
and NOTARIZED (page 3)
·
Contractual Agreement completed and signed by EACH
Trustee (page 10)
·
Trustee Certificate of Investment Powers and signed by
EACH Trustee (page 11)
·
Account Application & Guaranty (pages 13 & 14)
·
Risk Disclosure completed and signed by EACH Trustee (page
15)
·
Retirement Holdings Representation (if applicable; page
16)
·
Additional Risk Disclosure completed and signed by EACH
Trustee (page 17)
·
W9 completed and signed (page 19)
·
Electronic Media completed and signed by EACH Trustee
(page 21)
·
External Transfer (if applicable; page 26)
·
Electronic Trading Agreement completed and signed by EACH
Trustee (page 25)
·
Complete Copy of Trust Agreement
·
Trust accounts must submit copies of documents authorizing
the trust to trade and, if requested, an opinion of legal counsel
stating the conditions for trading and the commodities that can be
traded.
The following, at a
minimum, should be included in any trust agreement:
The Trustee is authorized
to invest and make purchases and sales, on margin or otherwise, covered
or uncovered, of securities, futures contracts, options on commodities
or commodity futures contracts, forward contracts, partnership
interests, or other real or personal property, however speculative. In
order to exercise the powers granted in the foregoing sentence, the
Trustee is further authorized to open and maintain such account or
accounts which are necessary or desirable in the Trustee’s judgment.
If this language is not
included in the Trust Agreement, your client has to sign
Man Financial’s
“Futures language for a Trust Account” form.
FOR COMMODITY TRADING ADVISORS (CTA’s):
MANAGED
ACCOUNT AUTHORIZATION BOOKLET:
·
Managed or Discretionary Account Authorization sign by the
account holder (page 1)
·
Authorization to remit funds (page 2)
·
Manager’s Agreement & Customer Acknowledgement signed by
BOTH the CTA and Account Holder (page 3)
·
CTA Exemption Letter (page 6)
·
Foreign CTA Exemption Letter (if applicable; page 7)
THIRD PARTY ACCOUNT TRADERS:
MANAGED
ACCOUNT AUTHORIZATION BOOKLET:
·
Managed or Discretionary Account Authorization signed by
the account holder(s) (page 1)
·
Manager’s Agreement & Customer Acknowledgement signed by
BOTH the Third Party Trader and the account holder(s) (page 3)
·
CTA Exemption Letter (page 6 or if applicable page 7)
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