Get started right away. Here are the steps required to open your account:
Complete an account application.
1. Use our convenient on-line application
2. Download account forms
A. Select and download the appropriate forms for your new account.
B. Print and complete the account documentation. Please ensure you sign and date all appropriate areas on all applications and forms. If you are a non-US account holder, please ensure you complete the relevant tax form necessary for us to process the account.
C. Fax or mail your documents to RCG Alternative Investments, at the address/fax below. (Some accounts may require additional documentation. If you have any questions regarding the account documents, please contact us directly).
RCG Alternative Investments
190 S. LaSalle St., Suite 3000
Chicago, IL 60603
Facsimile: 312.676.10093. Request account forms by Fax or Mail
If you would like to open an account with RCG Alternative Investments and would like us to mail or fax a new account package to you, contact us directly at 877.250.3583.
Fund your account
By check:
Payable to Rosenthal Collins Group, LLC
By wire transfer:
Harris Trust & Savings Bank
Chicago, IL USA
SWIFT ADDRESS: HATRUS44 (MT103)
ABA# 0710-0028-8
FAO: Rosenthal Collins Group
396-446-7
Customer Segregated Funds
FAO: (Your name and your RCG account number)
Individual Retirement Accounts
If you would like to establish an Individual Retirement Account, you will be required to fill out additional paperwork. Clients of RCG Alternative Investments may establish an Individual Retirement Account to invest in Rogers Commodity Index TRAKRS and/or managed futures. Please contact us directly at 877.250.3583 for more information.
Note: All IRA accounts are required to fill out a hard copy of both custodial and RCG account documents.
IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.
What this means to you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.
Please include the following upon submission of these account forms:
FOR US CITIZENS - A copy of your driver's license, state issued ID card, passport, utility bill or similar documents. You must include at least one document with a number and your signature.
FOR NON-US PERSONS - A copy of a passport, driver's license, valid government issued ID card or similar documents. You must include at least one document with a number and your signature.
FOR ENTITIES SUCH AS CORPORATIONS OR PARTNERSHIPS - Articles of incorporation, good standing certificates, partnership agreements, business licenses or similar documents.
We thank you for your cooperation in this matter.
