Forex And Commodities Futures And Options. What To Know Before
You Trade.
The popularity of trading futures and options has been growly
rapidly for several years. The ease of accessing constantly
updated data online has prompted an increased fever by day
traders to attempt to be successful and make money in this risky
investment area. Individuals can now trade these markets with
the same ease and speed as large companies.
Trading forex ( foreign exchange ) and commodity futures and
options is not for everyone. It is a complex and risky business
that experiences volatile price and value swings. Before you
invest any money in forex, commodities futures or option
contracts, you should:
* Consider your financial trading experience, goals, and
financial resources and know how much you can afford to lose
above and beyond your initial payment.
* Understand commodity futures and option contracts and your
obligations before commiting your finances into trade contracts.
* Understand your risk exposure and aspects of trading by
thoroughly reviewing the risk disclosure documents your broker
is required to give you.
* Know who to contact if you have a problem or question.
* Ask more questions and gather more information before you open
an account.
Commodity futures and option contracts:
A futures contract is a legally binding agreement between two
parties to buy or sell a specific financial product or commodity
in the future, on a designated exchange, for a specific quantity
of a commodity at a specific price. The buyer and seller of a
futures contract will agree now on a price for a product to be
delivered, or paid, for at a specifically set date and time in
the future, which is known as the "settlement date." Actual
delivery of the commodity can take place in fulfillment of the
contract, but most futures contracts are actually closed out or
"offset" prior to delivery.
An option on a commodity futures contract is a legally binding
agreement between two parties that gives the buyer, who pays a
market determined price known as a "premium," the right (but not
the obligation), within a specific time period, to exercise his
option. Exercise of the option will result in the person being
deemed to have entered into a futures contract at a specified
price known as the "strike price." In some cases, an option may
confer the right to buy or sell the underlying asset directly,
and these options are known as options on the physical asset.
In the United States, an individual, cannot trade futures
contracts and options on futures contracts directly on an
exchange. A person or firm must trade on your behalf. People and
firms who trade on your behalf as a customer generally must be
registered with the Commodity Futures Trading Commission.
Two general categories of trading accounts:
* Individual Account. In an individual account, trading is done
only for you. An individual account may be setup as either a
"non-discretionary" or a "discretionary" account. A
"non-discretionary" account, means that you will make all of the
trading decisions and the broker may not execute any
transactions without your prior approval and consent. A
"discretionary" individual account, means that you give
permission to the broker firm carrying your account or some
third party to make trading decisions on your behalf.
You may open an individual account with a registered Futures
Commission Merchant or through an Introducing Broker. An
Introducing Broker may accept your orders and transmit them for
execution to a Futures Commission Merchant with which the
Introducing Broker has a relationship. You deposit funds
directly with the Futures Commission Merchant. In an individual
discretionary account, you grant power-of-attorney to a Futures
Commission Merchant, an Introducing Broker, one of their
Associated Persons, or a Commodity Trading Advisor to make
trading decisions on your behalf.
Commodity Pool. You may also trade commodities through a
"commodity pool." This means you are purchasing a share or
interest in the pool, and trades are executed for the pool as a
whole, rather than for the individuals who have interests in the
pool. Pool participants share in any gains or losses.
If you have a dispute or a problem arises out of your commodity
futures or option account, first try to resolve the problem with
your broker. If that is not successful, then you have options
for resolving disputes: (1) the CFTC Reparations program; (2)
industry sponsored arbitration; or (3) court litigation. In
selecting a particular approach, you may want to consider the
cost, length of time involved and whether or not the assistance
of an attorney is required. More information on dispute
resolution is available from the CFTC's Office of Proceedings
(202-418-5250).
A Checklist "Before You Trade":
Make sure you have:
* Clearly identified your financial goals, including the amount
of risk and loss you can handle? * Determined how much
assistance and help you may want from a trading advisor in
making trading decisions? * Checked the registration status and
disciplinary history of the advisor or pool you select with the
National Futures Association? * Received and thoroughly reviewed
the disclosure document -- before you open an account? * Clearly
understood the disclosure document, including the statement of
fees, the potential for loss, your right to withdraw your funds
and the "break-even analysis?"
Make sure you ask questions for anything that you do not
understand. Remember, it is your money, make sure you know where
it is going.
Call the CFTC or the NFA with any questions you may have?
http://www.cftc.gov http://www.nfa.futures.org