Registered Investment Advisor and NFA Member firm. "Let's take the next step together"

Documents

Investment Advisor Documents:

Investment Advisor Main Brochure

As a registered Investment Advisor, bellwether Capital is required to provide a written disclosure document to each investment advisory client or potential client.

Download Investment Advisor Main Brochure

In addition to transparent account access

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Download .DOC

Managed Forex Trading Account Documents:

Investment Advisor Supplement

Bellwether Capital is also required to deliver a brochure supplement disclosing information about one or more of our supervised persons.

Download Investment Advisor Supplemental Brochure

In addition to transparent account access

Download .PDF
Download .DOC

Disclosure Document

Bellwether Capital Management, LP is required by our regulators, the National Futures Association, (NFA) to supply prospective clients with a Disclosure Document. The Disclosure Document provided below for Oculus Trading Strategy Managed Forex Program has been filed, reviewed and accepted by the NFA.

Download Disclosure Document

Oculus Trading Strategy Disclosure Document

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Download .DOC

Limited Power of Attorney

Managed Accounts cannot exist without a Limited Power of Attorney. Also known as an  LPOA, this legal document authorizes Bellwether Capital Management LP to legally manage the account on behalf of the investor or client. It is a document that investors must sign before the account can be opened.

Download Power of Attorney

Limited Power of Attorney Form

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Download .DOC

QEP Questionnaire Form

Bellwether Capital Management LP  offers forex trading services to qualified investors who meet the definition of a “Qualified Eligible Person,” as that term is defined by CFTC. Accordingly Bellwether Capital must be reasonably satisfied that you meet this definition,  and that you are capable of evaluating the risks and merits of trading forex.

Download QEP Questionnaire

Qualified Eligible Participant form

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Download .DOC

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