Joint Account
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A Joint Tenants with Right of Survivorship (JTWROS) account, which has two or more account owners, with each person having an undivided interest in the entire property. Upon the death of one account owner, the remaining account holder(s) retain(s) the rights to the entire account.
There is also a Tenants in Common (TIC) account, which has two or more account owners with each person owning a specified percentage of the entire property. Upon the death of one of the account owners, that person’s estate holds the right to their percentage of the account. Non-resident aliens are not eligible for this account type.
If you are unsure which type is right for your specific situation, contact us and we’ll guide you through the entire process.
| Account Structure | Minimum to Open (US) | Service Level |
|---|---|---|
| Prime | $5,000 | Select |
| Asset Management | $50,000 | Premium Select |
| Wealth Management | $100,000 | Galleon Flagship Gold |
| Private Wealth Management | $1,000,000 | Galleon Flagship Platinum |
Global Advisers Investment Services
800-832-8514Ext — 1402Monday – Friday 8 a.m. to 8 p.m. Saturday 10 a.m. to 4 p.m. Eastern time |
Our Business Principles
We are guided by a set of values and principles that determine our course of action when dealing with clients and the public in general.
Joint Account
A Joint Tenants with Right of Survivorship (JTWROS) account, which has two or more account owners, with each person having an undivided interest in the entire property. Upon the death of one account owner, the remaining account holder(s) retain(s) the rights to the entire account.
There is also a Tenants in Common (TIC) account, which has two or more account owners with each person owning a specified percentage of the entire property. Upon the death of one of the account owners, that person’s estate holds the right to their percentage of the account. Non-resident aliens are not eligible for this account type.
If you are unsure which type is right for your specific situation, contact us and we’ll guide you through the entire process.
| Account Structure | Minimum to Open (US) | Service Level |
|---|---|---|
| Prime | $5,000 | Select |
| Asset Management | $50,000 | Premium Select |
| Wealth Management | $100,000 | Galleon Flagship Gold |
| Private Wealth Management | $1,000,000 | Galleon Flagship Platinum |
Accounts
Global Advisers Investment Services
800-832-8514Ext — 1402Monday – Friday 8 a.m. to 8 p.m. Saturday 10 a.m. to 4 p.m. Eastern time |
Our Business Principles
We are guided by a set of values and principles that determine our course of action when dealing with clients and the public in general.
IRA margin accounts allow trading so the account can be fully invested as well as the ability to trade multiple currencies and multiple currency products, but are subject to the following limitations:
- No cash borrowing (i.e. cannot have a debit balance or short stocks).
- IRA accounts may be opened in any base currency, but when trading in a non-base currency product, a currency trade must be executed first as you cannot borrow currencies.
- Withdrawals are permitted only in USD.*
- No stock or option cross-margining.
- No currency borrowing.
- Futures trading in an IRA margin account is subject to substantially higher margin requirements than in a non-IRA margin account. Margin rates in an IRA margin account may meet or exceed three times the overnight futures margin requirement imposed in a non-IRA margin account.
Customers are advised to consult with their adviser and tax specialist for further details on IRA rules and regulations.
Residents of Canada may not open Individual Retirement Accounts.