In addition, certain types of accounts will need additional paperwork to be completed before opening. Additional forms for Discretionary Accounts

• U.S. Wire Instructions
• Euro Wire Instructions
• Account Transfer
• Discretionary Trading Authorization / Power of Attorney
• Representations Regarding Discretionary Accounts
• A.P.S. Disclosure
• CTA Exemption Letter
• Hedge Accounts
• CPO Exemption Letter
• Proprietary Account Representation Letter
• Foreign CTA Exemption Letter
• Corporate Account Resolution
• Personal Guarantee
• W9 Form
• Canadian Non Solicit
• Address Change Authorization
• Own Funds Letter
• Important Information
• Check Request
• 2nd Account Request
• Indemnity
• Electronic Delivery of Statements
• Additional risk disclosure statement
• Strategy Runner Customer Agreement
• Strategy Runner End User License
• Employee Benefit Plan Authorization

U.S. Tax Forms for Foreign Entities

• W-8BEN
• W-8ECI
• W-8EXP
• W-8IMY