Please look for the account type you are setting up and follow the instructions exactly so that your futures account may be open swiftly and properly:

1. Individual/Joint

  • Vision Futures Account Application (Download & Fax or Apply Online)
  • Copy of your driver’s license or passport from all applicants.

2. Corporate Account

  • Vision Futures Account Application (Download & Fax or Apply Online)
  • Supplemental booklet forms: 3 & 3A (Pages 7 & 8) (Download & Fax)
  • Copy of Articles of Incorporation
  • Indemnification letter OR if substantial corporation, a copy of financial statements.
  • Letter- stating not required to be registered
  • Beneficial Owner form
  • Copy of your driver’s license or passport from the signer (i.e. Controller)

3. Trust Account

  • Vision Futures Account Application (Download & Fax or Apply Online)
  • Supplemental booklet form: 5 (Page 11) (Download & Fax)
  • Copy of Trust Agreement
  • Copy of your driver’s license or passport from the signer (i.e. trustee)

4. LLC or LLP Account

  • Vision Futures Account Application (Download & Fax or Apply Online)
  • Supplemental booklet forms: 4 & 4A (Pages 9 & 10) (Download & Fax)
  • Copy of articles of formation and the LLC/LLP operating agreement.
  • Indemnification letter OR substantial LLC, a copy of financial statement.
  • Letter- not required to be registered
  • Beneficial Owner form.
  • Copy of your driver’s license or passport from the signer (i.e. president)

5. Foreign Account

  • Requirements follow the details above for a specific account type.
  • W8 Form
  • Copy of your driver’s license or passport from all applicants.
  • Please Note: Due to the Patriot Act and other regulations, Vision LP must review and check each foreign application before they can decide what additional documents, if any may be required.

6. Bonafide Hedge Account

  • Vision Futures Account Application (Download & Fax or Apply Online)
  • Supplemental booklet forms: 7, 7A & 7B (Pages 14, 15, 16) (Download & Fax)
  • Copy of your driver’s license or passport from all applicants.

7. Managed Futures Account (using one or more CTA’s)


For Individual/Joint Hedge, Speculation or Managed Futures accounts that wish to be held in retirement accounts such as, Traditional IRA’s, ROTH IRA’s, SEP, Simple SEP and Keogh Plans, Please fill out and submit these additional forms along with the forms stated above:

8. IRA Account

  • Vision Futures Account Application (Download & Fax or Apply Online)
  • IRA custodian forms (Sterling Trust or Millennium Trust), Note: Millennium trust in the past has been easier to work with and will except speculative, transactional futures accounts as well as option selling

Once you’ve filled out all the necessary forms, VIA online or download, please fax all forms directly to Agri Traders for counter signatures at: (949) 250-0099.

A. Send All Checks (personal, bank and certified) to:

Payable To: “VISION LP”
Vision LP
Customer Service Department
One Whitehall Street
Suite 1500
New York, NY 10004
(800) 248-2646

B. Send All US$ Wires to:

Harris Trust and Savings Bank
Chicago, IL
ABA number: 071000288
For: Vision LP
Customer Segregated Account
Number: 438-240-4
Further Credit to the account of ________________________
(Customer’s name)

C. Send All Euro Currency Wires to:

Harris Trust and Savings Bank
Chicago, IL
Swift Code: HATRUS44
Vision LP EURO CURRENCY A/C:
300894382420
Further Credit to the account of ________________________
(Customer’s name)

 
 
 
 
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