FORM 2
VISION L.P.
GENERAL INFORMATION (Please Print)
CUSTOMER NAME(S): _______________________________________________________________
STREET ADDRESS: _________________________________________________________________
CITY: ________________________________ STATE: _______ ZIP
CODE:__________________
EMPLOYER'S NAME: ____________________________________________________________
POSITION: ______________________________________________________________________
YEARS THERE:________ BUSINESS TELEPHONE: _______________________________
IRA ACCOUNT: ________YES _________NO
HOME TELEPHONE: ___________________________
FAX NO.: _______________________________
NO. OF DEPENDENTS: _________________________
SOCIAL SECURITY #: __________________________ DOB: ______/______/______
US CITIZEN: _____YES _____NO
FINANCIAL INFORMATION
(If Joint Account, Report Combined)
GROSS ANNUAL INCOME US $: _________________________________
NET WORTH US $ (Excluding Primary Residence): _________________________________
LIQUID NET WORTH US $: __________________________________________________
BROKERAGE TRADING INFORMATION
NUMBER OF YEARS EXPERIENCE IN THE FOLLOWING AREAS:
FUTURES: ___________ FUTURES OPTIONS: _____________ STOCKS: ___________
STOCK OPTIONS: ___________ STOCK OR BOND MUTUAL FUND:____________
NAME OF FCM(S) WHERE YOU PRESENTLY HAVE AN OPEN FUTURES ACCOUNT:
___________________________________________________________________________
OTHER INFORMATION
EDUCATION
HIGH SCHOOL: _________ UNDERGRADUATE: __________ GRADUATE: __________
FIELD OF STUDY: ___________________________________________________________
HAVE YOU EVER FILED A CLAIM AGAINST A COMMODITY OR SECURITIES BROKER: _____YES ____NO
(If yes please include details in the Additional Information Section below)
HAVE YOU FILED BANKRUPTCY IN THE LAST 10 YEARS: _____YES _____NO
(If yes please include details in the Additional Information Section below)
IF JOINT ACCOUNT
JOINT TENANTS WITH RIGHTS OF SURVIVORSHIP: ___________ TENANT-IN-COMMON: ________
(If Joint Account with spouse, include spouse's Social Security, Age and Occupation in Additional Information section)
IRS REQUIRED TAX INFORMATION (W-9 Section)
Part I: For United States Citizens, Legal Entities or Foreign Residents. For most individual taxpayers, the taxpayer identification number is the Social Security Number.
Social Security Number: _________________________________
Part II: Initial the box if you are NOT subject to backup withholding under provisions of section 3406(a)(1)(C) of the Internal Revenue Code.
Initial Here: ______________
CERTIFICATION: Under the penalties of perjury, I certify that the information provided is true, correct and complete for Section W-9.
Date: _____/_____/_____ Signature: ___________________________________________
VISION IS RELYING ON THIS INFORMATION IN APPROVING MY ACCOUNT AND EXTENDING ME CREDIT.
I (WE) AFFIRM AND REPRESENT THAT THE INFORMATION IS TRUE AND CORRECT. VISION IS AUTHORIZED TO OBTAIN A CREDIT REPORT.
DATE: _____________
SIGNATURE: ___________________________________________________
SIGNATURE: ___________________________________________________
APPROVED BY INTRODUCING BROKER: __________________________________________________
IB PRINCIPAL SIGNATURE: _______________________________________________________________
DATE: _______________
APPROVED BY VISION L.P. FCM:
VISION PRINCIPAL SIGNATURE: ___________________________________________________________
DATE : _____________________
ADDITIONAL INFORMATION: ____________________________________________________________________