Disclosure Documents

If you’re a commodity trading advisor (“CTA”) or commodity pool operator (“CPO”) one of your most important regulatory obligations is your disclosure document or offering memorandum.  Whether you are a commodity futures, swap, or forex money manager your unique document is essential to your success.  It is the lifeblood by which your trading strategy is understood and is required to be read by all of your clients before they open an account with you.

The CFTC and NFA have a myriad of stringent requirements that must be met before your document can be used to publicly solicit investor monies.  Turnkey Trading Partners (“TTP”) is able to help you navigate these requirements and establish an offering document that not only meets your specific regulatory requirements, but also helps to give your investors a clear picture of what you do for them.

Don’t make the mistake of trying to write your document alone as you’ll only have one chance to make a first and lasting impression with potential investors.  Better still it could take you literal months to have your document approved by NFA.  It’s hard enough to trade successfully so why not let us assist you in an area where we’re the experts?  Contact Turnkey Trading Partners today to talk with a consultant and to discover what we can do for you and your business.