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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 Letter of Direction Letter of Direction  Letter of Direction (LOD)
Electronic Statements Electronic Statements Authorization  Electronic Statements

Managed Account Authorization

Managed Account Authorization  Managed Account Authorization
Exempt CTA Exempt CTA  Exempt CTA Signature Verification Signature Verification  Signature Verification

 

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

Advanced Arbitrage Concepts

Disclosure Document

Advanced Arbitrage Concepts: Disclosure Document  Advanced Arbitrage Concepts: Disclosure Document

Management Agreement

CALL
Blake Capital Management      

Disclosure Document

Blake Capital Management: Disclosure Document  Blake Capital Management: Disclosure Document

Management Agreement

Blake Capital Management: Management Agreement  Blake Capital Management: Management Agreement

Bluenose Capital Management      

Disclosure Document

Bluenose Capital Management: Disclosure Document  Bluenose Capital Management: Disclosure Document

Management Agreement

Bluenose Capital Management: Management Agreement  Bluenose Capital Management: Management Agreement

Bocken Trading      

Disclosure Document

Bocken Trading: Disclosure Document  Bocken Trading: Disclosure Document

Management Agreement

CALL
Boston & Zechiel Management      

Disclosure Document

Boston and Zechiel Management: Disclosure Document  Boston and Zechiel Management: Disclosure Document

Management Agreement

CALL

Camkay Capital Management

     

Disclosure Document

Camkay Capital Management: Disclosure Document  Briarwood Capital Management: Disclosure Document

Management Agreement

Camkay Capital Management: Management Agreement  Brandywine Asset Management: Management Agreement

Clarke Capital Management

     

Disclosure Document

Clarke Capital Management: Disclosure Document  Clarke Capital Management: Disclosure Document

Management Agreement

Clarke Capital Management: Management Agreement  Clarke Capital Management: Management Agreement

Supplemental Forms

Clarke Capital Management: Supplemental Forms  Clarke Capital Management: Supplemental Forms

Management Authorization

Clarke Capital Management: Management Authorization  Clarke Capital Management: Management Authorization

Claughton Capital

Disclosure Document

Claughton Capital: Disclosure Document  Claughton Capital: Disclosure Document

Management Agreement

Claughton Capital: Management Agreement  Claughton Capital: Management Agreement

Conover Investments

     

Disclosure Document

Conover Investments: Disclosure Document  Conover Investments: Disclosure Document

Management Agreement

Conover Investments: Management Agreement  Conover Investments: Management Agreement

Crescendo Capital Management

     

Disclosure Document

Crescendo Capital Management: Disclosure Document  Crescendo Capital Management: Disclosure Document

Management Agreement

Crescendo Capital Management: Management Agreement  Crescendo Capital Management: Management Agreement

Crescent Bay Capital Management

     

Disclosure Document (BVP Program)

Crescent Bay Capital Management: Disclosure Document - BVP Program  Crescent Bay Capital Management: Disclosure Document - BVP Program

Management Agreement (BVP Program)

Crescent Bay Capital Management: Management Agreement - BVP Program  Crescent Bay Capital Management: Management Agreement - BVP Program

Disclosure Document (PSIP Program)

Crescent Bay Capital Management: Disclosure Document - PSIP Program  Crescent Bay Capital Management: Disclosure Document - PSIP Program

Management Agreement (PSIP Program)

Crescent Bay Capital Management: Management Agreement - PSIP Program  Crescent Bay Capital Management: Management Agreement - PSIP Program

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

Four Seasons Commodities Corporation

Disclosure Document

Four Seasons Commodities Corporation: Disclosure Document  Four Seasons Commodities Corporation: Disclosure Document

Management Agreement CALL

GT Capital CTA

     

Disclosure Document

GT Capital CTA: Disclosure Document  GT Capital CTA: Disclosure Document

Management Agreement

GT Capital CTA: Management Agreement  GT Capital CTA: Management Agreement

Hawksbill Capital Management

     

Disclosure Document

Hawksbill Capital Management: Disclosure Document  Hawksbill Capital Management: Disclosure Document

Management Agreement CALL

HB Capital Management

     

Disclosure Document

HB Capital Management: Disclosure Document  HB Capital Management: Disclosure Document

Management Agreement

HB Capital Management: Management Agreement  HB Capital Management: Management Agreement

Mark J. Walsh & Company

Disclosure Document

Mark J. Walsh & Company: Disclosure Document  Mark J. Walsh & Company: Disclosure Document

Management Agreement

CALL

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

Southwest Managed Investments

     

Disclosure Document

Southwest Managed Investments: Disclosure Document  Southwest Managed Investments: Disclosure Document

Management Agreement

Southwest Managed Investments: Management Agreement  Southwest Managed Investments: Management Agreement

Typhon Capital Management

     
Disclosure Document (Chiron Currency Program) Management Agreement: Typhon Capital Management: Chiron Currency Program  Management Agreement: Typhon Capital Management: Chiron Currency Program Management Agreement (Chiron Currency)

CALL

Disclosure Document (Plutus Grain Strategy)

Management Agreement: Typhon Capital Management: Plutus Grain Strategy  Management Agreement: Typhon Capital Management: Plutus Grain Strategy Management Agreement (Plutus Grain)

CALL

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. 

 

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didn't find what you were looking for?

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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

 

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.

 

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