Overview
Corporations planning to use Templer Holdings' clearing services
are required to complete an Templer Holdings Trading Agreement.
To open an Corporate account, download the Templer Holdings Trading
Agreement, and fax the necessary pages to +1-284-494-4643. A minimum
deposit of $300 is required for a FLEXI contract.
Templer Holdings requires a copy of 2 forms of identification in
order to approve your application. One of the forms of identification
must contain your address as represented on the Templer Holdings
Trading Agreement. The copies should be faxed with the ID Fax Cover
Sheet to +1-284-494-4643.
Funds to open an account can be deposited by wire, by check or
through electronic payment by Paypal. Funds received by wire are
placed in the account within one business day of receipt. Certified,
personal and cashier's checks are also deposited in the account
within one business day of receipt. PayPal will deduct a fee for
funds transfer from the amount sent. Once funds are placed in
a new account, Templer Holdings provides login information to
the trader via email. For additional information on depositing
funds click here
As a corporate account, please provide Templer Holdings with
the following:
- The authorized individual (Corporation Director) must complete
and sign all necessary pages of the Templer Holdings Trading
Agreement, including customer information, FX agreement, and
the risk disclosure acknowledgement.
- Corporate Resolutions (2 pages of Templer Holdings Trading
Agreement). Please be sure to affix corporate seal of Corporation.
Also, be sure to sign the Personal Guarantee as an individual
guarantor is signed.
- Corporate documents, including (a) certificate of incorporation
and (b) articles of organization for corporation indicating
authorized director(s) of the corporate entity.
- A letter from Corporation signed by its director(s) stating
that the trader has all rights to transact business on behalf
of the corporation.
- Limited Power of Attorney naming the Trading Agent if the
director is not trading the account himself. The trading agent
should also complete a copy of the last page of the Templer
Holdings Trading Agreement, titled "Account Application
Form," as well as submit a copy of photo identification.
Important Information:
Please DO NOT send funds until after your account forms have been
received and processed by Templer Holdings. A member of the Templer
Holdings staff will contact you via email within 48 hours of receiving
your account forms.
Please be sure to type or clearly print your e-mail address on
the account application form as this will be medium used to contact
you following the receipt of the application.
For Joint Accounts, each account holder must sign at the bottom
of necessary pages. An additional copy for the customer information
page and the account application is required for each account
holder of a joint account.
Account Manager Option
If you wish to employ another individual to trade on your behalf,
a Limited Power of Attorney Form must be completed indicating
the account manager who will be assigned the necessary permissions
as the "trading agent." In addition, Templer Holdings
requires the account manager to complete the contract information
on a copy of the Account Application Form. The Templer Holdings
trading platform enables the trading agent to collect a fee on
every unit being traded.
Please complete and sign the following form as well as submit
photo identification if you intend on having an account manager
trade your account.
