Applicants Info Guide   Eligibility for Membership Classes of Membership Fees CIPF Assessment Requirements for Membership Membership Application Review and Approval Process Ongoing Obligations of Membership Member Fee Guidelines Panel Auditors and Criteria for Approval as a Panel Auditor Checklists Futures Account Procedures Checklist General Written Procedures Checklist Managed Accounts Procedures Checklist Options Accounts Procedures Checklist Discretionary and Managed Account Agreements Research Restrictions and Disclosure Requirements Checklist Account Opening Documents Disclosure Table Summary of Regulatory Filings Books and Records Reports Recognized EDP Service Provider Types 1 and 2 Recognized EDP Service Provider Types 3 and 4 and Full Service Proprietary EDP Systems