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Initiate Agreements | Search Agreements |

Initiate Agreement
Current State: In Progress

Select Agreement
To create a new agreement:
  Select a Standard Agreement
 
  Enter all information including Parties, effective dates, jurisdiction, commission rates, and account numbers and amend / customize the agreement text if necessary.
  —OR—
  Select any Saved Agreement
    Agreement ID  Agreement Type LongName
  Modify / update all information including Parties, effective dates, jurisdiction, commission rates, and account numbers, and amend / customize the agreement text if neccessary.
To version an existing executed agreement using same Parties:
  Select an Executed Agreement
   Agreement ID  Agreement Type LongName
  Modify / update effective dates, jurisdiction, commission rates, and account numbers, and amend / customize the agreement text if neccessary.
  CautionYou selected an uploaded legacy agreement to version. Note that the new version will retain all attributes (e.g. Parties, Rates, and Accounts) but will not permit reversioning of the text. You will have to review and customize as desired from the applicable standard Agreement text.
Select Parties
Hide Agreement from other Parties while In Progress (until release to Review)
Party Role Party Name  Party names in bold have been confirmed in the EGUS database.
Executing Broker
Clearing Broker
Trader
Customer disclosed by account number
Trader on its own behalf and, if authorized, on behalf of Customer.
Customer
Customer if Trader is not authorized to sign on behalf of Customer.


More Parties  
Party Role Party
 
Effective Dates
Assign Effective and Termination Dates (optional)
When executed, this agreement:
Shall become effective as of
And shall terminate on
Amend / Customize Agreement
I want to amend / customize:
Accounts and Rates and Text
Accounts and Rates (but not Text)

Insert Jurisdiction (optional)
This Agreement shall be exclusively governed by and construed in accordance with, the laws of
without regard to principles of choice of law.