> For the complete documentation index, see [llms.txt](https://docs.satoshiterminal.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.satoshiterminal.io/opening-an-account/unregistered-3rd-party-manager-form.md).

# Unregistered 3rd Party Manager Fоrm

**1. Account Holder Information**

* **Full Name of Account Holder**:\
  `______________________________________________`
* **Satoshi Terminal Account ID**:\
  `______________________________________________`
* **Registered Email Address**:\
  `______________________________________________`
* **Contact Number**:\
  `______________________________________________`

***

**2. Third-Party Manager Information**

* **Full Name of Third-Party Manager or Entity**:\
  `______________________________________________`
* **Contact Information**:
  * Email Address: `_________________________________________`
  * Phone Number: `_________________________________________`
* **Relationship to Account Holder**:\
  `[ ] Financial Advisor`\
  `[ ] Family Member`\
  `[ ] Business Partner`\
  `[ ] Other (specify): _______________________________`
* **Proof of Identity/Business License (if applicable)**:
  * Document Type: `_________________________________________`
  * Document Number: `_________________________________________`
  * Issuing Authority: `_________________________________________`

***

**3. Scope of Authority**

* **Authorized Activities** (select all that apply):
  * `[ ] Trading of cryptocurrencies`
  * `[ ] Portfolio rebalancing`
  * `[ ] Staking and yield generation`
  * `[ ] Withdrawals (up to $________ per day)`
  * `[ ] Other (specify): _______________________________`
* **Prohibited Activities**:
  * `[ ] Margin trading`
  * `[ ] High-risk strategies`
  * `[ ] Other (specify): _______________________________`
* **Duration of Authorization**:
  * Start Date: `__________________________`
  * End Date (if applicable): `__________________________`
  * `[ ] Indefinite until revoked`

***

**4. Compensation Terms (if applicable)**

* **Compensation Structure**:
  * `[ ] Performance-Based Fee (e.g., __% of profits)`
  * `[ ] Fixed Fee (e.g., monthly/annual amount)`
  * `[ ] Other (specify): _______________________________`
* **Payment Method**:
  * `[ ] Deducted from Account Balance`
  * `[ ] Separate Invoice`

***

**5. Security and Compliance**

* **Manager Access Permissions**:
  * `[ ] Full Account Access`
  * `[ ] Limited Access (specify): _________________________`
  * `[ ] View-Only Access`
* **Security Measures**:
  * `[ ] Multi-Factor Authentication (MFA)`
  * `[ ] IP Whitelisting for Manager Access`
* **Compliance Acknowledgment**:\
  `[ ] The manager agrees to comply with Satoshi Terminal’s terms, including KYC and AML requirements.`

***

**6. Risk Acknowledgment and Liability**

* **Account Holder Declaration**:\
  `[ ] I understand the risks associated with granting discretionary authority to a third-party manager and accept full responsibility for all activities conducted by the manager.`
* **Indemnity Clause**:\
  `[ ] I release Satoshi Terminal from any liability arising from the actions of the third-party manager unless in violation of the agreed-upon terms.`

***

**7. Authorization and Signatures**

* **Account Holder Authorization Statement**:\
  “I, \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ (Full Legal Name), authorize \[Third-Party Manager Name] to perform the activities specified in this agreement on my behalf. I confirm that the details provided are accurate and agree to the outlined terms.”
* **Account Holder Signature**:\
  `______________________________________________`
* **Date (MM/DD/YYYY)**:\
  `______________________________________________`
* **Third-Party Manager Signature**:\
  `______________________________________________`
* **Date (MM/DD/YYYY)**:\
  `______________________________________________`

***

**8. Terms and Conditions**

* `[ ] I have read and agree to the Satoshi Terminal Terms of Service and Privacy Policy.`
* `[ ] I understand that this agreement can be terminated by either party with proper notice as specified in Section 3.`

***

**9. Internal Use Only (For Satoshi Terminal Staff)**

* **Form Received By (Name and Employee ID)**:\
  `______________________________________________`
* **Date/Time of Submission**:\
  `______________________________________________`
* **Compliance Verification Checklist**:
  * `[ ] Account Holder KYC Verified`
  * `[ ] Third-Party Manager Identity Verified`
  * `[ ] Permissions and Scope of Authority Approved`
* **Approval Status**:
  * `[ ] Approved`
  * `[ ] Rejected`
  * `[ ] Requires Additional Documentation`
* **Comments/Notes**:\
  `______________________________________________`