CTA: How do âGive-Upâ & âTake-Upâ work? Does any one have any experience with âGive-UPâ and âTake-UPâ process used by CTA? If you do would you mind to share some of your experiences? Thanks in advances. Assumptions: Assuming you are an emerging CTA. You specify that you will always trade through FCM-A in your disclosure document, but you clients can open accounts with any FCM (such as FCM-A, FCM-B, FCM-C, etc). If you clientâs account is also in the same FCM-A, you would have no problem to trade it. No need to involve âGive-Upâ or âTake-Upâ. However if you client account is not with FCM-A (in FCM-B for example), in this case, FCM-A must support âGive-Upâ and FCM-B must support âTake-Upâ, so that you can trade in FCM-A and allocate the shares to the client account in FCM-B. After you trade, FCM-A give-up shares to FCM-B to the client account. Questions: 1. When you login FCM-A advisor account, how do you know balance, position of the client accounts in other FCMs, such as in FCM-B? 2. Does the trading platform using with FCM-A show the account balances and positions of the accounts with FCM-B? 3. If yes, which FCM and trading platform support these functionalities? 4. If no, how do you keep track the account balances, positions, etc of the client accounts in the FCMs other than FCM-A? How complicate to administrate this if you have many client accounts with many FCM? 5. Where I can find more information related to this subject to read? 6. Any other suggestions? Thanks in advances.