New Client Application Form Please complete all applicable fields to the best of your ability. Should you have any questions, please contact your broker or call 416.364.2700 for assistance. Once complete, click SUBMIT and your broker will contact you shortly. Select Your BrokerJaime MacraeDanny GordonRick ZaudererSholom SanikAbe EderyDavid LakinMichael DavidMichael NgMartin SweenyMichael HartDavid RothbergChoose For Me Personal Information Financial Information Est. Net Liquid Assets$0 - $25,000$26,000 - $50,000$51,000 - $100,000$101,000 - $250,000$251,000 - $1,000,000$1,000,000+ Est. Net Fixed Assets$0 - $25,000$26,000 - $50,000$51,000 - $100,000$101,000 - $250,000$251,000 - $1,000,000$1,000,000+ Est. Total Net Worth$0 - $25,000$26,000 - $50,000$51,000 - $100,000$101,000 - $250,000$251,000 - $1,000,000$1,000,000+ Approx. Annual Income$0 - $25,000$26,000 - $50,000$51,000 - $100,000$101,000 - $150,000$150,000 - $250,000$250,000+ Approx. Annual Income$0 - $25,000$26,000 - $50,000$51,000 - $100,000$101,000 - $150,000$150,000 - $250,000$250,000+ Financial Objectives Please describe your financial objectives for this account in terms of the eight categories below. It can be any combination (i.e. 50% speculation, 50% long-term growth); however your response should add up to to 100%. For a futures account, some degree of speculation is required. Speculation: 0% Hedging: 0% Income: 0% Growth with Safety: 0% Long Term Growth: 0% Intermediate Capital Gain: 0% Short Term Growth with Risk: 0% Arbitrage: 0% Risk Capital For futures and options accounts only. What amount of loss do you believe you could sustain without it having a negative impact on your financial health or standard of living?
