Get the free FUTURES ADVISORY AGREEMENT

Account forms can be downloaded at forms.altavra.com or requested .... advisory fees as follows: A management fee shall be a monthly fee of 1/12th of 2% of the.

How to fill out futures advisory agreement

How to fill out a futures advisory agreement:

1. Review the agreement: Read through the entire futures advisory agreement carefully to understand the terms and conditions.
2. Basic information: Fill in your name, contact information, and any other required personal details in the designated fields.
3. Understanding the scope: Familiarize yourself with the services being offered by the futures advisor and ensure they meet your investment needs.
4. Investment objectives and risk tolerance: Clearly articulate your investment goals and risk tolerance level to guide the advisor in providing suitable recommendations.
5. Fee structure: Understand the fee structure outlined in the agreement, including management fees and any other charges that may be applicable.
6. Informed consent: Acknowledge that you have received and understood important disclosures, such as potential conflicts of interest, risks associated with futures trading, and any regulatory disclaimers.
7. Signature and date: Sign the agreement and provide the date to indicate your acceptance and commitment to the terms.

Who needs futures advisory agreement?

1. Individuals interested in trading futures: If you plan to engage in futures trading and seek professional advice, you may need a futures advisory agreement to establish a formal relationship with a licensed advisor.
2. Institutional investors: Firms, pension funds, or other large entities that engage in futures trading may require a futures advisory agreement with the advisory service provider they choose to work with.
3. Commodity Pool Operators (CPOs) and Commodity Trading Advisors (CTAs): These entities, involved in managing investment funds or providing advice on futures trading, often utilize futures advisory agreements to outline their services and responsibilities to clients.

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What is futures advisory agreement?

A futures advisory agreement is a contract between a futures commission merchant (FCM) and a customer that outlines the terms and conditions of the advisory services being provided.

Who is required to file futures advisory agreement?

Both the FCM and the customer are required to file a futures advisory agreement.

How to fill out futures advisory agreement?

The futures advisory agreement can be filled out by including the relevant information about the parties involved, the advisory services being provided, and any fees or commissions that will be charged.

What is the purpose of futures advisory agreement?

The purpose of a futures advisory agreement is to establish the terms and conditions of the relationship between the FCM and the customer, including the scope of advisory services and any fees or charges.

What information must be reported on futures advisory agreement?

The futures advisory agreement must include details about the parties involved, the advisory services being provided, and any fees or commissions that will be charged.