Overview
To open an individual or joint account, you have the choice of using
a secure electronic application or printing out and faxing us the
Templer Holdings Trading Agreement. The electronic application is
more convenient for most clients. All applications will be processed
within 48 hours. A minimum deposit of $250 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. Funds received
by wire are placed in the account within one business day. Certified,
personal and cashier's checks are also deposited in the account
within one business day of receipt. 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.
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
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 the 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 of 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.
