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Introduction

"Spot" Metals

Metals Lending (PMdLP)

Metals Borrowing

Commercial Spot and Forward Forward Master Agreement

Precious Metals Accumulation Program (PMAP)

 



Getting Started

Precious Metals Deposit Lease Program (PMdLP)

Holders (Lenders) of physical precious metals can earn income and reduce the cost of ownership by lending their precious metals holdings to Alliance. A physical precious metals deposit lease generates a known rate of return (i.e., the annualized lease rate) while eliminating depository storage fees.   Upon the Lease's maturity, Alliance will pay the Lender the agreed upon Lease Fee and return fully "fungible" precious metals per the terms of the agreement.

All Precious Metals Lease participants must also open a Spot Physical Metals Trading Account.


Instructions: To view and print PDF files, you will need a copy of the Adobe Acrobat Reader. It may be downloaded for free from www.adobe.com

Step 1: If you do not have a currently active "Spot" account, download and complete the following: Note: If your account is being introduced or reintroduced to Alliance Financial by another broker, then you must also download and complete the following document and include it with your application submission.
Step 2: Download and complete the following:
Step 3: Make a copy of these documents for your records.
Step 4: Return these fully executed agreements to Alliance for processing. To expedite the initial review process, you may FAX them to:

FAX: 1 312/582.6738

We must receive and maintain original signatures in our permanent records, so in addition to faxing copies of the original Trading Application and Account Agreements, the fully-executed originals should be mailed to:

Alliance Financial, LLC
116 N. York — Suite 300
Elmhurst, Illinois 60126

Attn: New Accounts
 
RISK DISCLOSURE STATEMENTS
ANTI-TERRORISM and ANTI-MONEY LAUNDERING NOTICE

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 identified each person who opens an account.

What this means for you — When you open an account, we will ask you for your name, address, date of birth and other information that will allow us to identify you. You may also be asked to provide a copy of the following Photo Identification Documents: a valid driver's license, a valid state issued ID card, a valid passport or other identifying documents.
PRECIOUS METALS RISK DISCLOSURE — There is risk of loss from Precious Metals trading. Past results are not necessarily indicative of future results. Precious Metals trading, even when done by a professional trader, presents substantial risk of loss, and only funds that a customer can afford to lose should be used for Precious Metals trading. You should carefully examine whether or not Precious Metals trading is suitable for you in light of your financial condition.
PRECIOUS METALS BORROWING/LENDING RISK DISCLOSURE — There is risk of loss in borrowing or lending of physical precious metals. You should carefully consider the risks associated with such borrowing or lending in the light of your individual financial circumstances.
PRECIOUS METALS GOOD FAITH DEPOSIT NOTICE — Because precious metals prices often fluctuate violently between the Trade Date and a trade's Settlement Date, IBS Metals/Alliance generally require a Good Faith Deposit (cash or collateral) of approximately 10% of the face value of the physical precious metals to be bought/sold to be on deposit prior to entering into binding transactions.

This Good Faith Deposit must be on deposit prior to entering into a trade or quoting firm prices. IBS Metals/Alliance will provide "indication only" price quotations on request prior to receipt of the required Good Faith Deposit. Adverse market movement will require the posting of additional funds/collateral on short notice.
 





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