Adding a controller profile that is managed by another firm

To add a controller profile that is managed by another firm you'll need to use one of the following options:

1. Create a profile representing the controller yourself (duplicate profiles are actually not much of a problem in the system). 

2. Permission the appropriate Reporting Entity and then reach out to the Reporting Entity with the OCR profile ID of your owner profile and ask that they join it to the controller profile at the account level. 

3. Request that the other firm check off the 3rd party controller box on the controller profile.  A 3rd Party Controller is a Legal Entity acting as a Commodity Trading Advisor (CTA) on behalf of a fund or account for a Commodity Pool Operator, Investment Advisor, or other Owner. Selecting this option will make certain portions of the 3rd Party Controller’s Legal Entity Profile visible to all OCR users.