ALTAVRA | Account Forms

All documents required to open a managed account are provided here. Please select the documents that apply to you. If you need assistance with account forms, please request assistance or call 1-800-998-7870.

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 valid government issued photo identification must also accompany an account application. Privacy Policy.

Account Forms

Account Application:

Bank Wire Instructions:

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All checks must be made payable to Peregrine Financial Group, Inc. Certified checks, cashiers checks and bank wires are considered cleared funds. Personal checks and checks drawn on money market accounts will require clearance before trading may begin. Cash, travelers checks and money orders will not be accepted. Any checks made payable to Altavra Incorporated will be marked VOID upon receipt and returned to the client.

Submit Completed Forms

by Fax:

1-800-998-7871 or +1-561-829-8190

by Email:

newaccounts@altavra.com

by US Mail:

Altavra Incorporated

Attn: New Accounts
390 SE Mizner Boulevard #1809
Boca Raton, FL 33432

by Overnight Courier*:

Altavra Incorporated

Attn: New Accounts
102 NE 2nd Street #348
Boca Raton, FL 33432

*If you would like a Fed-Ex pickup scheduled, please call 1-800-998-7870 to arrange this service.

Additional Account Forms
Related Account Letter:		Corporate Funds Letter:
Additional Risk Disclosure:		Personal Funds Letter:
Manager Authorization:		W8:
Account Transfer:		W9:
FX Letter

Managed Account Forms
Clarke Capital Management Disclosure Document		Clarke Capital Management Management Agreement
Clarke Capital Management Supplemental Forms		Clarke Capital Management Management Authorization
Marin Capital Markets Disclosure Document		Marin Capital Markets Management Agreement
Mobius Asset Management Disclosure Document		Mobius Asset Management Management Agreement
Strategic Ag Trading Disclosure Document		Strategic Ag Trading Management Agreement
Chicago Capital Management Disclosure Document (Spreads)		Chicago Capital Management Management Agreement
Chicago Capital Management Disclosure Document (Options)
Financial CCI Disclosure Document		Financial CCI Management Agreement
Dighton Capital USA Disclosure Document		Dighton Capital USA Management Agreement
Shri Capital, LLC Disclosure Document		Shri Capital, LLC Management Agreement
Zephyr Asset Management Disclosure Document		Zephyr Asset Management Management Agreement
Rosetta Capital Management Disclosure Document		Rosetta Capital Management Management Agreement
Crescent Bay Capital Mgmt. Disclosure Document		Crescent Bay Capital Mgmt. Management Agreement
Zenith Resources Disclosure Document
If the document that you are looking for is not listed, please request forms-by-mail, email clientservices@altavra.com or call 1-800-998-7870.