STEP 1. Fill out Paperwork
Download Account Forms (PDF Documents) below
Select the appropriate forms from
the links provided below. Open and print account documents
using Adobe Acrobat Reader.
- Individual,
IRA, Joint or Sole Proprietorship
(925K, 32 pages)
- Corporations,
LLCs, Partnerships, Trusts & Pension Plans
(940K, 39 Pages)
- For Non-U.S. Accounts only:
Beneficial owner solely claiming
foreign status or treaty benefits download
W8-Ben
Foreign partnership
W-8ECI
or W-8IMY
Foreign government, international organization,
foreign central bank of issue, tax exempt organization
or private foundation
W-8EXP
or W-8ECI
Person acting as an intermediary
W-8ECI
or W-8IMY
Person claiming an exemption from US withholding
on income effectively connected with the conduct
of a trade or business in the United States
W-8ECI
- Security Futures Trading
IMPORTANT: To trade Security Futures Products,
you must click on and read
the
Security Futures Risk Disclosure Document, the
NQLX
Disclosure
And you must fill out this form: Security
Futures Addendum
Important
Note:
Use print function in Acrobat Reader, not your browser.
Attention Non-U.S. Residents:
The services provided by Man Financial Inc may not be
available in all jurisdictions.
It is possible that the country in which you are a resident prohibits us from
opening
and maintaining an account for you. If in doubt, please contact
a Man Financial Inc
account representative.
Have a package mailed to you email us your name, address,
and desired forms at Don@okobojifinancial.com
or call us at 1-(800)-637-2654
STEP 2. Fund your Account
Contact us to fund account at: (800) 637-2654
Make a check out to: Man
Financial Inc.
Personal checks or bank wire from your account
(no money orders, cashier checks or third party checks
accepted)
NOTE: Personal
checks may delay in trading up to 5-10 days to wait for
clearing
of check.
If you want to wire funds after your account has been
established,
wiring Instructions:
Harris Trust and Savings
111 West Monroe
Chicago, IL 60603
ABA Routing#
071-000-288
Swift Code (If Applicable): HATRUS 44
Credit to:
Man Financial Inc
Segregated Funds Account#
325-013-1
Further Credit to:
Customer Name and Account Number
STEP 3. Send in the Paperwork
This paperwork must be filled out
by hand (for legal purposes),
signed as indicated and mailed to:
Okoboji Financial Services, Inc.
1019 Highway 71
S-Okoboji, IA 51355
Or fax to: 712-332-9765
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