Option Trading AgreementOption Trading Agreement • December 6th, 2019
Option Trading AgreementOption Trading Agreement • December 6th, 2019
Years Experience Trades per Year Contract Size Years Experience Trades per Year Contract Size 0 – 5yrs 0 – 25 $0 – $15,000 0 – 5yrs 0 – 25 $0 – $15,000 5 – 10yrs 26 – 50 $15,001 – $30,000 5 – 10yrs 26 – 50 $15,001 – $30,000 10 – 20yrs 51 – 100 $30,001 – $50,000 10 – 20yrs 51 – 100 $30,001 – $50,000 20+yrs 100+ $50,000+ 20+yrs 100+ $50,000+ Spreading Puts/Calls (Objective: Speculation) Spreading Puts/Calls (Objective: Speculation) Years Experience Trades per Year Contract Size Years Experience Trades per Year Contract Size 0 – 5yrs 0 – 25 $0 – $15,000 0 – 5yrs 0 – 25 $0 – $15,000 5 – 10yrs 26 – 50 $15,001 – $30,005 5 – 10yrs 26 – 50 $15,001 – $30,005 10 – 20yrs 51 – 100 $30,001 – $50,000 10 – 20yrs 51 – 100 $30,001 – $50,000 20+yrs 100+ $50,000+ 20+yrs 100+ $50,000+ Buying Puts/Calls (Objective: Speculation, Hedging) Buying Puts/Calls (Objective: Speculation, Hedging) Years Experience Trades per Year Contract Size Years Experience
YOUR QUESTRADE ACCOUNTOption Trading Agreement • May 18th, 2017
OPTION ACTIVITIES (select one) OPTION LEVEL MINIMUM REQUIRED EQUITY ⃝ Buying Puts and Calls Level 1 Options $0 CAD ⃝ Buying Puts and Calls + Selling Covered Calls Level 2 Options $0 CAD ⃝ Buying Puts and Calls + Selling Covered Calls + Trading Options Spreads Level 3 Options $5,000 CAD ⃝ Buying Puts and Calls + Selling Covered Calls + Trading OptionsSpreads + Selling Uncovered Puts and Calls Level 4 Options $25,000 CAD
Option Trading AgreementOption Trading Agreement • July 13th, 2010
Account OwnerWrite Covered Calls (Objective: Income, Capital Preservation)Years Experience Trades per Year Contract Size Joint TenantWrite Covered Calls (Objective: Income, Capital Preservation)Years Experience Trades per Year Contract Size ❏ 0 - 5yrs ❏ 0 - 25 ❏ $0 - $15,000 ❏ 0 - 5yrs ❏ 0 - 25 ❏ $0 - $15,000 ❏ 5 - 10yrs ❏ 26 - 50 ❏ $15,001 - $30,000 ❏ 5 - 10yrs ❏ 26 - 50 ❏ $15,001 - $30,000 ❏ 10 - 20yrs ❏ 51 - 100 ❏ $30,001 - $50,000 ❏ 10 - 20yrs ❏ 51 - 100 ❏ $30,001 - $50,000 ❏ 20+yrs ❏ 100+ ❏ $50,000+ ❏ 20+yrs ❏ 100+ ❏ $50,000+ Spreading Puts/Calls (Objective: Speculation) Spreading Puts/Calls (Objective: Speculation) Years Experience Trades per Year Contract Size Years Experience Trades per Year Contract Size ❏ 0 - 5yrs ❏ 0 - 25 ❏ $0 - $15,000 ❏ 0 - 5yrs ❏ 0 - 25 ❏ $0 - $15,000 ❏ 5 - 10yrs ❏ 26 - 50 ❏ $15,001 - $30,000 ❏ 5 - 10yrs ❏ 26 - 50 ❏ $15,001 - $30,000 ❏ 10 - 20yrs ❏ 51 - 100 ❏ $30,001 - $50,000 ❏ 10 - 20yrs ❏ 51 - 100 ❏ $30,001 - $50,000 ❏ 20+yrs ❏ 100+ ❏ $50,000+ ❏ 20+yrs
Option Trading AgreementOption Trading Agreement • December 6th, 2019
An Authorized Individual is a non-account owner that has the ability to make investment decisions or influence, directly or indirectly, any option related investment decisions in the Account.
F I N A N C I A L S E R V I C E SOption Trading Agreement • July 13th, 2010
Account OwnerWrite Covered Calls (Objective: Income, Capital Preservation)Years Experience Trades per Year Contract Size Joint TenantWrite Covered Calls (Objective: Income, Capital Preservation)Years Experience Trades per Year Contract Size ❏ 0 - 5yrs ❏ 0 - 25 ❏ C0 - C15,000 ❏ 0 - 5yrs ❏ 0 - 25 ❏ C0 - C15,000 ❏ 5 - 10yrs ❏ 26 - 50 ❏ C15,001 - C30,000 ❏ 5 - 10yrs ❏ 26 - 50 ❏ C15,001 - C30,000 ❏ 10 - 20yrs ❏ 51 - 100 ❏ C30,001 - C50,000 ❏ 10 - 20yrs ❏ 51 - 100 ❏ C30,001 - C50,000 ❏ 20+yrs ❏ 100+ ❏ C50,000+ ❏ 20+yrs ❏ 100+ ❏ C50,000+ Spreading Puts/Calls (Objective: Speculation)Years Experience Trades per Year Contract Size Spreading Puts/Calls (Objective: Speculation)Years Experience Trades per Year Contract Size ❏ 0 - 5yrs ❏ 0 - 25 ❏ C0 - C15,000 ❏ 0 - 5yrs ❏ 0 - 25 ❏ C0 - C15,000 ❏ 5 - 10yrs ❏ 26 - 50 ❏ C15,001 - C30,000 ❏ 5 - 10yrs ❏ 26 - 50 ❏ C15,001 - C30,000 ❏ 10 - 20yrs ❏ 51 - 100 ❏ C30,001 - C50,000 ❏ 10 - 20yrs ❏ 51 - 100 ❏ C30,001 - C50,000 ❏ 20+yrs ❏ 100+ ❏ C50,000+ ❏ 20+yrs ❏
