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Account Documents
PFG ACCOUNT DOCUMENTS
All documents required to open a traditional or electronic trading
account are provided here.
Please feel free to review them at your computer, or download to your
printer for completion.Select the document(s) that apply to you.
(If downloading documents, please allow adequate time to complete the process.The amount of time required to download the documents depends upon your internet connection speed.)
Before completing the forms, simply refer to the PFG Account Matrix
(page 3 of the Customer Agreement) to determine which forms you will
be required to complete. Make sure to keep a
copy for your records.
To help the government 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 who opens an account.
What this means for you: 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. We may also ask to see your driver's
license or other identifying documents.
Document Format
PFG Customer Account Agreement documents are stored in PDF
format. PDF is a way to view and print documents specifically designed
for electronic distribution. PDF documents will view and print correctly
regardless of your type of computer or operating system.
If you don’t already have a PDF reader installed on your computer, click the Adobe icon below to retrieve the FREE Acrobat Reader from Adobe’s web site. This program or a similar PDF reader is required to view or print these account documents.
Account Forms
Click on each link to view or print. Right-click and choose 'save target...'
to download a file.
- Account Transfer
- Letter Of Direction
- Annual Income Letter
- Net Worth
- Arbitration Agreement
- Own Funds
- Canadian Non Solicit
- POA
- Complete Set
- Risk Disclosure
- Customer Agreement
- Second Account Request Letter
- Email Statement
- W8BEN
- Hedging Agreement
IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT
To help the government 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 who
opens an account.
What this means to you: 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. We may also ask to see your driver's license
or other identifying documents.
Please include the following upon submission of these account forms:
FOR US CITIZENS - A copy of your driver's license,
state issued ID card, passport, utility bill or similar documents. You
must include at
least one document with a number and your signature.
FOR NON-US PERSONS - A copy of a passport, driver's
license, valid government issued ID card or similar documents. You must
include
at least one document with a number and your signature.
FOR ENTITIES SUCH AS CORPORATIONS OR PARTNERSHIPS - Articles of incorporation, good standing certificates, partnership agreements, business licenses or similar documents.
We thank you for your cooperation in this matter.