MF Global PTG
MF Global
440 S. LaSalle St.
Suite 2000
Chicago, IL 60605

Phone:
312.663.7521

FAX:
312.902.6001

> Opening an Account : Download PDF Files

3 Steps to Open Your Account:

  1. Select and download the appropriate forms for your new account from below. If you are a foreign person/entity, please click here.

    IMPORTANT: To trade Security Futures Products, you must click on and read the
  2. Print and complete the account documentation. Please ensure you sign and date all appropriate areas on all applications and forms. If you are a non-US account holder, please ensure you complete the relevant tax form necessary for us to process the account.

  3. Fax or mail your documents to MF Global Retail Futures Division, at the address/fax below. (Some accounts may require additional documentation. If you have any questions regarding the account documents, please contact an account representative).

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Forms:

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Application and Customer Agreement Information and Disclosures
Individual, Joint or Sole Proprietorship
Corporations, LLCs, Partnerships, Trusts & Pension Plans
If you are a foreign person/entity, please view this page

Additional Account Documentation:
Account Transfer Authorization
Additional Account Request
Canadian Non-Solicitation Statement
Change of Address Form
Change of Ownership Letter
Corporate Proprietary Letter
Doing Business As
Electronic Statements Consent Form
Foreign Financial Institution Worksheet
Foreign Questionnaire
Individual Proprietary Letter
Letter of Direction
MTrade Pro Notice of Fees
Retirement Holdings Representation
Risk Disclosure Document for Security Futures Contracts
Security Futures Addendum
Security Futures Omnibus Account Certification
Sole Ownership Corporate Proprietary Letter
Sole Proprietorship Certification
Supplemental Customer Information
Supplemental Risk Disclosure

For further information on the regulatory Anti-Money Laundering Requirements, please click here.

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.

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Risk Disclosure Document for Security Futures Contracts (PDF) | Disaster Recovery Summary (PDF)
Electronic Communication Disclosure (PDF)
Futures trading involves risk of loss and is not appropriate for all investors.