FORMS
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INDIVIDUAL & JOINT ACCOUNTS
Client Application & Disclosure Documents Account Holder Application & Disclosure Documents Client Agreement
DISCLOSURES
Client Relationship Disclosure High Risk Investment Notice IB/CB Disclosure Margin Agreement No Suitability Review Disclosure Referral Disclosure Shared Office Premises Disclosure Risk Information Document Margin Risk Disclosure Privacy Policy
ADMINISTRATIVE
Withdrawal Request Financial Update and Suitability Assessment Form
OTT Financial Canada Inc.  ǀ  tel: 1-800-806-0667   ǀ   clientservices@ottfx.com
OTT Financial Canada Inc. (“OTT” or “OTTFX”) is a Canadian discount broker specializing in order-execution only services in over-the-counter derivatives; including currencies, commodities, and indices (also known as “Contracts-for-Difference” or “CFDs”). OTT is registered with securities regulators in Ontario and British Columbia. We are a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). OTT and does not provide investment advice or recommendations regarding the purchase or sale of any CFD. OTT is compensated through the bid-ask spread; commission and rollover costs may also apply subject to account pricing, product traded and holding period.