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Individual Account
An investor, who wants to hold the account in his own name, typically opens an individual account. A client first establishes an account with Rosenthal Collins Group, and then gives the CTA legal authority to direct trading for the funds in that account through a limited power of attorney agreement. The CTA Disclosure Document with all required disclosures must be read, and the CTA agreement must be executed. Please review the “Step-by-Step Guide” tab under “Open Account” to begin the process.
Corporate Account
Similar to an Individual Account, a CTA manages the corporate account as an individually managed account. However, instead of trading for an individual, the account holder is a corporation. In order to open an account, the corporation must complete the Corporation paperwork from Rosenthal Collins Group. Additionally, the corporate resolutions are needed to complete the account opening process. The Corporation then grants the CTA legal authority to direct trading for the funds in that account through a limited power of attorney agreement. The CTA Disclosure Document with all required disclosures must be read, and the CTA agreement must be executed. Please review the “Step-by-Step Guide” tab under “Open Account” to begin the process.
Partnership Account
Again, similar to an Individual Account, a CTA manages the client’s account as an individually managed account. However, instead of trading for an individual, the account holder is a partnership. These are most often General Partnerships where a number of individuals own a portion of the account as determined by the partnership document. Partnership paperwork, including all supplemental forms, from Rosenthal Collins Group must be completed by those involved in the partnership. The Partnership then grants the CTA legal authority to direct trading for the funds in that account through a limited power of attorney agreement. The CTA Disclosure Document with all required disclosures must be read, and the CTA agreement must be executed. Please review the “Step-by-Step Guide” tab under “Open Account” to begin the process.
IRA and Trust Accounts
Allocating a portion of an investment portfolio to Managed futures can be a prudent option for retirement accounts, trusts or other long-term investments. Managed futures accounts are acceptable for most IRAs, SEP IRAs, Roth IRAs, 401Ks and profit sharing plans. Most trusts are also able to use managed futures. Many employers offering pension plans or profit sharing plans can also use managed futures investments.
Before investing IRA capital, please discuss the requirements with your account representative.
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