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      ALTAVRA Managed Futures

      Questions? Call 1-800-998-7870

       Contact us

      Account Forms

      forms.altavra.com

      Open A Futures and/or Forex Trading Account.

      ALTAVRA DOES NOT CHARGE A LOAD, UPFRONT FEE OR INITIAL FEE ON ANY ACCOUNT

      The documents required to open a new managed account are provided below.  If you are not sure which forms apply to your account or need any assistance, please request assistance or call 1-800-998-7870 (International +1-561-829-8291). 

       

      To help the United States government help fight the funding of terrorism and money laundering activities, federal law requires ALL financial institutions to obtain, verify and record information that identifies each person or entity who opens an account.  When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you.  A copy of a valid government issued photo identification may be required to open an account.  Privacy Policy.

      Account Forms

      Account Application

      R.J. O'Brien Account Application  R.J. O'Brien Account Application

      Disclosure Booklet

      R.J. O'Brien Account Application Disclosure Booklet  R.J. O'Brien Account Application: Account Application Disclosure Booklet

       

      Account Funding by Check

       

      Account Funding by Wire

      Checks payable to:

      *R. J. O'Brien - Customer Segregated Account

      NOTE: If available, please notate your account number in the memo of the check.

       

      Mail to:

      R. J. O'Brien
      222 South Riverside Plaza, Suite 900
      Chicago, IL 60606

       

      A certified check or cashier's check needs to include the name of the remitter and made payable to R.J. O'Brien. If the cashier or certified check does not reflect the remitter a copy of the receipt showing the remitter will be required. A certified check or cashier's check will allow you to begin trading immediately. A personal check, money market check or savings & loan check may require clearance before you can trade from a new account. Cash currencies cannot be accepted. In addition, all funds coming into the account must match the name on the account.

       

      Futures Accounts:

      Harris Bank; Chicago, IL.

      ABA/Routing #: 071-000-288

      Swift Code: HATRUS 44

      Account #: 367-171-6

      Further Credit to: Account Title, Account # (if available)

       

      If you are wiring currency other than U.S. Dollars please contact ALTAVRA at 1-800-998-7870 (international +1-561-829-8291) or [email protected] for alternative wire instructions.

      *All checks must be made payable to R. J. O'Brien. Any checks made payable to ALTAVRA Inc. will be marked VOID upon receipt and returned.

       

      Submit Completed Forms

      by Fax
      USA 1-800-998-7871  /  International +1-561-829-8190

      by Email

      [email protected]

      by U.S. Mail / Overnight Courier*

      ALTAVRA Inc.
      20009 Tamiami Ave

      Tampa, FL 33647

      *If you would like a Fed-Ex pickup scheduled, please call 1-800-998-7870 (international +1-561-829-8291) to arrange this service. 

       

      Supplemental Forms

      Account Transfer Account Transfer Form  Account Transfer Hedge Representation Hedge Representation Letter  Hedge Representation
      Additional Account Request Additional Account Request  Additional Account Request IRS Tax Form W8 IRS Tax Form W8  IRS Tax Form W8
      Additional Risk Disclosure Additional Risk Disclosure  Additional Risk Disclosure IRS Tax Form W9 IRS Tax Form W9  IRS Tax Form W9
      Address Change Change of Address  Change of Address

      Managed Account Authorization

      Managed Account Authorization  Managed Account Authorization
      Electronic Statements Electronic Statements Authorization  Electronic Statements Signature Verification Signature Verification  Signature Verification
      Exempt CTA Exempt CTA  Exempt CTA    

       

      Corporate / LLC / Trust Forms

      Corporate Resolution Corporate Resolution  Corporate Resolution Personal Guarantee Personal Guarantee  Personal Guarantee
      Trustee Certification Trustee Certification  Trustee Certification Trust Amendment Amendment To Trust  Amendment To Trust

       

      In an effort to achieve full transparency, ALTAVRA provides free online access to the disclosure documents of many CTA's. While disclosure documents older than one year may still provide useful risk information and disclosure, they are no longer valid and cannot be used to setup an account with a CTA. To verify that you have the most recent disclosure document, please email [email protected] or call +1-561-829-8291.

       

      Managed Futures CTA Forms

      Bocken Trading      

      Disclosure Document

      Bocken Trading: Disclosure Document  Bocken Trading: Disclosure Document

      Management Agreement

      CALL

      Claughton Capital

      Disclosure Document

      Claughton Capital: Disclosure Document  Claughton Capital: Disclosure Document

      Management Agreement

      Claughton Capital: Management Agreement  Claughton Capital: Management Agreement

      Diamond Capital Management

           

      Disclosure Document

      Diamond Capital Management: Disclosure Document  Diamond Capital Management: Disclosure Document

      Management Agreement

      Diamond Capital Management: Management Agreement  Diamond Capital Management: Management Agreement

      Opus Futures

           

      Disclosure Document

      Opus Futures: Disclosure Document  Opus Futures: Disclosure Document

      Management Agreement

      CALL

      Rosetta Capital Management

           

      Disclosure Document

      Rosetta Capital Management: Disclosure Document  Rosetta Capital Management: Disclosure Document

      Management Agreement

      Rosetta Capital Management: Management Agreement  Rosetta Capital Management: Management Agreement

      Schindler Capital Management

           

      Disclosure Document

      Schindler Capital Management: Disclosure Document  Schindler Capital Management: Disclosure Document

      Management Agreement

      Schindler Capital Management: Management Agreement  Schindler Capital Management: Management Agreement

      White Indian Trading Company

           

      Disclosure Document

      White Indian Trading Company: Disclosure Document  White Indian Trading Company: Disclosure Document

      Management Agreement

      White Indian Trading Company: Management Agreement  White Indian Trading Company: Management Agreement

      White River Group

           

      Disclosure Document

      White River Group: Disclosure Document  White River Group: Disclosure Document

      Management Agreement

      White River Group: Management Agreement  White River Group: Management Agreement

      If the document that you are looking for is not listed, please request forms-by-mail,

      email [email protected] or call 1-800-998-7870. 

       

      Get Acrobat

      You will need the Adobe?/span> Acrobat?/span> Reader to view these documents.

       

      didn't find what you were looking for?

      .

      CHECK THE MANAGED FUTURES CTA DATABASE

      performance information on approximately 100+ managed accounts

      setup a free access key at ALTAVRA.com or call 1-800-998-7870

       

      have questions...  too shy to call...

      send an email [email protected]

      THE RISK OF LOSS IN TRADING FUTURES AND OPTIONS CAN BE SUBSTANTIAL. PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. THIS MATERIAL HAS BEEN PREPARED BY A SALES OR TRADING EMPLOYEE OR AGENT OF ALTAVRA AND IS, OR IS IN THE NATURE OF A SOLICITATION. THIS MATERIAL IS NOT A RESEARCH REPORT PREPARED BY AN ALTAVRA RESEARCH DEPARTMENT. YOU AGREE THAT YOU ARE AN EXPERIENCED USER OF THE FINANCIAL MARKETS, CAPABLE OF MAKING INDEPENDENT TRADING DECISIONS, AND AGREE THAT YOU ARE NOT, AND WILL NOT RELY SOLELY ON THIS DOCUMENT IN MAKING TRADING DECISIONS. (ALTAVRA.CO/RISK)

      THIS CONTENT AND ALL OF ITS LINKS ARE FOR INFORMATIONAL PURPOSES ONLY, AND IS CURRENT ONLY AS OF THE DATE(S) HEREOF. IT DOES NOT CONSTITUTE A SOLICITATION FOR ANY CTA OR TRADING PROGRAM, AND THE INFORMATION IS SUBJECT TO CHANGE WITHOUT NOTICE. THE FIGURES CONTAINED HEREIN WERE OBTAINED OR COMPILED FROM INFORMATION PROVIDED BY THE CTA, TRADER OR THEIR REPRESENTATIVES. NEITHER ALTAVRA NOR ANY OF ITS AFFILIATES OR EMPLOYEES MAKES ANY ENDORSEMENT OR REPRESENTATION AS TO ITS ACCURACY, VALIDITY OR COMPLETENESS. THE INFORMATION HAS NOT BEEN INDEPENDENTLY VERIFIED AND THEREFORE CANNOT BE GUARANTEED. WHILE ALTAVRA MAY PROVIDE INVESTORS WITH CTA ANALYSIS, ALTAVRA DOES NOT PROVIDE “DUE DILIGENCE” ON AN INVESTOR’S BEHALF AND IS NOT RESPONSIBLE FOR A CUSTOMER’S INVESTMENT DECISIONS.

      NO OFFER OR SOLICITATION MAY BE MADE PRIOR TO REVIEW OF THE CTA’S CURRENT DISCLOSURE DOCUMENT (
      FORMS.ALTAVRA.COM), WHICH INVESTORS SHOULD READ CAREFULLY PRIOR TO INVESTING. INVESTORS MAY ALSO WISH TO CONSULT THEIR LEGAL, TAX AND INVESTMENT ADVISORS TO DETERMINE WHETHER AN INVESTMENT IS APPROPRIATE IN LIGHT OF THE INVESTOR’S RISK TOLERANCE, INVESTMENT OBJECTIVES AND FINANCIAL SITUATION.

      ALL FUTURES AND OPTIONS TRADING INCLUDING MANAGED FUTURES IS SPECULATIVE, INVOLVES A HIGH DEGREE OF RISK AND IS SUITABLE ONLY FOR PERSONS WHO CAN ASSUME THE RISK OF LOSS IN EXCESS OF THEIR MARGIN DEPOSIT. NO REPRESENTATION OR ASSURANCE IS MADE THAT ANY CTA OR TRADING PROGRAM WILL OR IS LIKELY TO ACHIEVE ITS OBJECTIVES, BENCHMARKS OR TARGETED RETURNS OR THAT ANY INVESTOR WILL OR IS LIKELY TO ACHIEVE A PROFIT OR WILL BE ABLE TO AVOID INCURRING SUBSTANTIAL LOSSES.

       
      ALTAVRA | Managed Futures - No Stocks ALTAVRA | Managed Futures - No Mutual Funds ALTAVRA | Managed Futures - No Bonds
       
         

      ALTAVRA Inc. | 1-800-998-7870 | +1-561-829-8291 | [email protected]

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      ALTAVRA Inc. is a Florida corporation, registered in the United States with the NFA and the CFTC. 

      Copyright ?2016 ALTAVRA Inc. All rights reserved.

       

      ALTAVRA - PROUDLY MADE IN THE USA

       

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