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Required Fields
Why we need to understand your net worth
Many of the products we offer are highly regulated and can only be made available to individuals and institutions that meet certain suitability requirements. Providing us with your approximate net worth helps us ensure we have a productive conversation.
Why we need to call you.
In addition to answering questions, an important requirement of our job is determining your interest, needs and suitability for the various products we offer. Having a one-on-one conversation with you by phone or in person is the only way for us to effectively do this.
QEP Qualifications
Qualified Eligible Person (QEP) – CFTC Rule 4.7
TYPE A: AUTOMATIC QEPs TYPE B: PORTFOLIO REQUIREMENT QEPs
- Registered BDs & FCMs
- Registered CPO, CTA or RIA (only if $5M AUM or registered for 2 years)
- Principals of above-described: Registered BDs, FCMs, CPOs, CTAs or RIAs
- ANY NON-US PERSONS
- Investor owns $2M of “Securities” (including pool participation interests)
OR
Investor has deposited with FCM (w/n last 6 mos) $200K of initial Margin or option Premium
OR
Investor owns Combo of Securities + Margin/Premium such that:
Securities owned (expressed as % of minimum needed to be a QEP) +
Margin/Premium owned (expressed as a % of minimum Margin/Premium needed to be a QEP) = 100%.
COMBO QEP EXAMPLE:
$1M Securities (50% of $2M) + $100K Margin/Premium (50% of 200K)
Is this username available?
Strength
Password Integrity The password integrity meter shows the strength of your password. There are three levels of strength: Weak, Medium, and Strong.
We suggest an integrity of at least Medium if not Strong, which is a password that consists of at least two types of the following characters and is at least eight (8) characters long:
-Uppercase letters (ABC...)
-Lowercase letters (abc...)
-Numbers (123...)
-Punctuation (!@?...)
 
ELECTRONIC SIGNATURE CONSENT
You acknowledge and agree to provide your binding electronic signature and agreement to the terms above and with notice of the following conditions. You agree that by selecting one or more of the "I Agree" alternatives above, you are providing your electronic signature on this registration form, thereby establishing your written agreement and affirmative consent to receive email communications and telephone solicitations from us [and to receive or deliver documents and other information electronically, including by email or on or through our website]. You have the right to call us and obtain this electronic agreement in paper or nonelectronic form at no cost to you. You have the right to withdraw your consent; however, any withdrawal shall not affect the validity of any electronic signature, contract, agreement, consent or delivery effected prior to such withdrawal. We cannot guarantee that we will continue to provide services to you if you withdraw your consent. Should you decide to withdraw your consent, or if you need to update your registration information with us, you may call us at (800) 828-5225 or send us an email.
By clicking the "Complete" button below, you are acknowledging your understanding and agreement with the foregoing and represent and warrant to Altegris Investments, that all of the above information you have provided is true and accurate.