Teacher and consultant to the futures industry since 1983

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From the Founder
Anti-Money Laundering
Forex Information

Excellence Award
Tips for healthy trading
FAQs (email)
Articles
Series Three Info
CTA and CPO info

NFA style Field Audits
IB & Branch setup
Consulting
Career Placement

Privacy Policy

Futures Site Web Excellence
Award page

Items you need to improve and protect your FCM or IB...

1.   Very important and useful forms and letters for different applications for the FCM and the Introducing Broker.  Visit our "forms" page.

CTA AND EXEMPT POOL DOCUMENT PREPARATION


Investment Reference has been preparing CTA disclosures for over 25 years. We prepare the disclosure document and the advisory agreement as one package and at one low price. We also assist you with your registration and inform you of some VERY necessary tracking and up-dating materials you should be aware of.

We are always happy to answer your questions by telephone, even after we have completed your documents. If you are looking for Commodity Representatives or offices to help you market your product, we can help with that too.

Look around, then give us a call, (or email), you will find that we are the most competitive in the industry, and we will offer you the most assistance and information after you begin trading your program.


Get in touch with us by email.

THERE IS RISK OF LOSS IN TRADING FUTURES...  LOTS OF IT!!


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Last modified: April 05, 2008