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w PROCESS to Open Your Account (A)
Unless
otherwise agreed to by QQFund.com, by default, the client account to be managed
by QQFund.com in order to invest in QQFund.com
Alpha Beta Program must be carried by Interactive
Brokers LLC
(www.InteractiveBrokers.com)
(hereinafter, in any case and all cases, collectively referred to as “Client
FCM”) (i.e., the carrying futures broker). (B)
Unless
otherwise agreed to by QQFund.com, by default, such client account must be
either
(hereinafter, in any case and all cases, collectively
referred to as “Client Account”). (C)
Contact Interactive Brokers LLC (www.InteractiveBrokers.com):
your
account number on the SUBJECT line so
that your email will be linked with your account automatically.
(D)
Unless
otherwise agreed to by QQFund.com, by default, Client must follow STEP 1 to STEP
5 below.
1.
Client must
visit www.QQFund.com to download QQFund.com’s most recent Disclosure Document: http://www.QQFund.com/QQFund.com_DDOC.pdf.
2.
The type of
account supported by Interactive
Brokers LLC (www.InteractiveBrokers.com): 3.
For
retirement IRA account, Interactive
Brokers LLC (www.InteractiveBrokers.com)
supports: · Traditional
IRA · Traditional
IRA (Rollover) · Traditional
IRA (Inherited) · Roth IRA · Roth IRA
(Inherited) · Simplified
Employee Pension (SEP) IRA. 4.
Client may
rollover funds from qualified retirement plan (such as · 401(k), · 403(b), · 457 Plan, · Pension/PSP
Plan, · Money
Purchase Plan, etc.) or another IRA account carried by other financial
institution to the IRA accounts (see above) carried by Interactive Brokers LLC (www.InteractiveBrokers.com). 5.
Client can be
any of below: · Natural
Person (United States Person) · Natural
Person (NON-United States Person) · NON-Natural Person (United States Person) · NON-Natural Person (NON-United States Person) · Qualified
Eligible Person (QEP) · NON-QEP.
6.
Client must
use one of the following options to complete PART 1/2/3/4/5/6 (ALL 26 pages (from page 41 to 66))
((see below) which are contained in the
above Disclosure Document). After that,
Client must email PART 1/2/3/4/5/6 (ALL 26 pages
(from page 41 to 66)) back to QQFund.com (info@QQFund.com).
7.
After PART 1/2/3/4/5/6 (ALL 26 pages (from page 41 to 66))
is received and accepted by QQFund.com, Client will be notified (through email)
by QQFund.com.
8.
AFTER receiving such acceptance notification from
QQFund.com, Client must use option
(a) or option (b)
below to link the Client Account with QQFund.com’s
Master Account so that QQFund.com can start managing the Client Account
for Client. Furthermore, Client must make sure that both the type of the
Client Account and the account title of the Client
Account are identical to that specified in the PART 1/2/3/4/5/6 (ALL 26 pages (from page 41 to 66)). (a)
The Client
Account is an EXISTING account (which has already been opened by the Client
FCM) --- In this
option, Client must login the Client Account to request to link the Client
Account with QQFund.com’s Master Account. The account title
and The account number of QQFund.com’s Master Account will be privately provided (through email) by QQFund.com
to Client. (See: How do I move
my current Interactive Brokers LLC account underneath an advisor account?
https://ibkr.info/article/134)) (b)
The Client
Account is a NEW account (which will be opened by the Client FCM in the future) ---
In this option, QQFund.com will contact Interactive
Brokers LLC (www.InteractiveBrokers.com)
which will send Client an INVITATION EMAIL
(Subject Title: Advisor Client Invitation). Client must open
such email and follow the instructions contained in such email to start opening
the Client Account with the Client FCM. By doing so, Client will link the
Client Account with QQFund.com’s Master Account automatically. 9.
Proof of
Client’s identity and date of birth & Proof of Client’s address: https://www.interactivebrokers.com/en/accounts/individuals/whatyouneed_protrack.php
10. EXTREMELY IMPORTANT: Configure the Trading Permissions ONLY for FUTURES. (a) Trading permissions specify the products
Client can trade and where Client can trade them. (See: https://www.interactivebrokers.com/en/software/am3/am/settings/tradingpermissions.htm.) (b) Trading permission requirements (liquid net
worth/income minimums/age). (See:
https://www.interactivebrokers.com/en/index.php?f=4945&p=tradingrequirements.) (c) Client SHALL
request the trading permission ONLY for FUTURES (for all
countries). Client SHALL
configure the Client Account to be a “FUTURES account”
(which can ONLY
trade FUTURES
(for all countries) and CANNOT trade (establish new
positions for) anything else (such as stock, mutual fund, etc.)). Client is a “paying FUTURES client”. (d) Client SHALL
NOT request the trading permission for anything else (such as stock,
bond, option, mutual fund, currency conversion, nextshare,
etc.). Client SHALL NOT
configure the Client Account to be a “SECURITY account”
(which can trade stock, bond, option, mutual fund, etc.). Client is NOT a “paying SECURITIES
client”. 11. To meet the above requirements, Client
goes to www.InteractiveBrokers.com
to log into the Client Account. After login, if necessary/possible, in the
account portal, click Settings,
click Account Settings and click the gear icon next to the words Trading Experience and Permissions,
the following Trading Experience and
Permissions will be displayed automatically: 12. Client
must delete (untick) ALL trading permission requests for ALL countries (such as stocks,
bonds, options, futures options, single stock futures, mutual
funds, currency conversions, nextshares,
etc.). 13. However,
Client must add (tick) Futures (for
all countries) trading permission request. 14. After the above are configured correctly,
Client shall SUBMIT the trading permission request. 15. During the
above SUBMISSION process, if Client sees ERROR message “The
advisor has reached the limit on number of fee based accounts for securities”,
Client shall go back to above to delete (untick) Stocks
(United States) trading permission request and RE-SUBMIT the trading permission request again. 16. Client must set the base currency of the Client Account to USD (United States Dollar). https://www.interactivebrokers.com/en/software/am/am/manageaccount/basecurrency.htm.
17. How to transfer IRA fund? https://www.interactivebrokers.com/en/software/am/am/manageaccount/ira_transfer_methods.htm 18. How to use ACATS
(Automated Customer Account Transfer Service) to transfer ALL or PARTIAL of
your assets from a
third-party broker to your account with Interactive Brokers LLC? https://www.interactivebrokers.com/en/software/am3/am/funding/acatstransfers.htm 19. How to initiate ACH
(Automated Clearing House) transfers? https://ibkr.info/node/567 20. How to deposit funds via BANK WIRE TRANSFER? https://ibkr.info/article/834 21. How to mail CHECK
to Interactive Brokers LLC? https://ibkr.info/article/2183 |
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Rights Reserved.