Use these Canadian Investor Forms to help your business raise capital for operations, expansion and debt financing from investors and venture capitalists in Canada and abroad.
Quickly and easily create professional securities forms, offering documents and investor agreements with these fully customizable templates.
Our Canadian Investor Forms are available in either MS Word or PDF formats and are easy to download, edit and print.
Accredited Investors Checklist and Representation Letter (Canada)
Use this template to prepare an Accredited Investors Checklist and Representation Letter for a private offering of securities in Canada. The checklist sets out all of the classifications of investors which are defined as "accredited investors" by National Instrument 45-106. Any person, corporati...
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Agency & Trustee Agreement (Alberta)
Retain an agent and a trustee in connection with a public offering of shares under a prospectus with this Agency & Trustee Agreement for Alberta. The offering corporation (the issuer) retains the agent to sell the securities on a "best efforts" basis, and the trustee to hold all subscription fund...
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Angel Investors: Structuring Deals That Work (Canada)
Learn more about "angel investors" with this insightful article by a Canadian business lawyer entitled "Angel Investors: Structuring Deals That Work". "Angel investors" are independent investors who may demand a level of participation and control in return for their investment. The article discus...
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Auditor's Report Letter Prior to Prospectus Filing (Canada)
Prepare an Auditor's Report Letter with respect to the review of financial statements prior to a prospectus filing with this template form for Canada. The auditors send the report letter to the applicable securities commission(s) after reviewing the financial statements of the issuing corporation...
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Closing Certificates for Syndicated Mortgage by Offering Memo (Alberta)
Use this package of template forms to prepare Closing Certificates, Certificates of Incumbency and Certificates Of Receipt to be used as part of a syndicated mortgage transaction under an Offering Memorandum in the Province of Alberta. The file includes: Closing Certificate of the issuer; Clos...
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Co-Owner / Investor Certificate for Syndicated Mortgage Transaction (Alberta)
Prepare a Co-Owner's Certificate for each investor in a syndicated land mortgage in Alberta with this template form. The Certificates are issued to the investors (co-owners) by a company which is acting as bare trustee of the land on behalf of the co-owners. The Certificate represents the co-owne...
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Co-Owner Power of Attorney re Syndicated Mortgage (Alberta)
Use this template to prepare a Power of Attorney of a co-owner (investor) as part of a syndicated mortgage investment transaction in the Province of Alberta. The co-owner appoints the issuer as his/her attorney with respect to executing, filing and registering any documents necessary to document ...
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Co-Owner's Certificate for Units in Syndicated Mortgage (Alberta)
Use this template form for the Province of Alberta to issue Co-Owner Certificates for units in a syndicated mortgage. Each of the investors who have purchased an undivided interest in the syndicated mortgage will be issued a certificate evidencing their tenancy-in-common share in the mortgage. In...
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Co-Ownership Agreement for Syndicated Mortgage (Canada)
Canadian land developers, are you planning to raise money through a syndicated mortgage? Use this template to prepare a Co-ownership Agreement between the various investors (co-owners of undivided interests in the syndicated mortgage), a trustee holding the land and an agent acting on behalf of the ...
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Commodities Trader Consulting Services Agreement (Alberta)
Hire the services of a commodities trader with this Commodities Trader Consulting Services Agreement for Alberta. The trader agrees to provide consulting services with respect to buying and selling commodities contracts traded on various exchanges, on behalf of the business. The trader will dev...
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Convertible Debenture Certificate - RRSP & RRIF eligible (Canada)
Issue debentures to investors and lenders with this Convertible Demand Debenture certificate for use in Canada. The Debenture has a 21-year term, is a qualified investment for RRSP and RRIF funds under the Income Tax Act, and is convertible into shares of the issuing corporation. This Canada C...
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Corporate Resolutions of Issuer and Developer re Syndicated Mortgage (Canada)
Use these templates to prepare Corporate Resolutions of a lending corporation and a land development corporation involved in a syndicated mortgage transaction in Canada. The directors of the lending corporation authorize a loan to the developer under the mortgage. The directors of the land develo...
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Corporate Resolutions re Syndicated Mortgage (Canada)
Use these templates to prepare corporate resolutions for a Canadian corporation to make a loan under a syndicated mortgage. The resolutions authorize the corporation to: lend money to a related corporation (typically a land development company) under the terms of a syndicated mortgage on the lan...
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Demand Debenture Certificate - RRSP & RRIF eligible (Canada)
Issue debentures to investors and lenders with this Demand Debenture certificate for use in Canada. The Debenture has a 21-year term, and is a qualified investment for RRSP and RRIF funds under the Income Tax Act. This Canada Demand Debenture certificate form is a downloadable and fully editab...
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Directors Resolutions Authorizing Warrant Indenture (Alberta)
Use this easy template to prepare a set of Directors Resolutions for an Alberta corporation, to authorize the issuance of a warrant indenture and share warrants for common shares, in accordance with the Business Corporations Act. This Alberta director's resolution template is provided in MS Word ...
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Directors Resolutions re Preliminary Prospectus (Canada)
Use this template to prepare Directors Resolutions for a Canadian corporation, authorizing the corporation to issue a preliminary prospectus in order to take the corporation public. These Directors' Resolutions re Preliminary Prospectus are for a business corporation incorporated in Canada, and a...
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Disclosure Statement by Issuer for Strata Plan Condominiums (Canada)
Use this template to prepare a Disclosure Statement for strata plan condominiums, for use in Canada. The disclosure statement is to be provided by the project developer or issuer to prospective investors in a strata plan condominium investment pool, and discloses information about: the investmen...
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Drilling Limited Partnership Offering Memorandum (Alberta)
Prepare an Offering Memorandum for the Province of Alberta, providing for an offering of limited partnership units in a drilling partnership to investors, as a private placement. Only privately owned companies can raise capital through a private placement, and they must comply with provincial securi...
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Due Diligence Checklist for Public Offering (Canada)
Use this Due Diligence Checklist to help you conduct a thorough examination of the operations and affairs of a company in Canada, prior to undertaking a public offering of securities. The checklist contains sections regarding: Review of corporate structure and organization; Review of Minute Boo...
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Employee Statutory Declaration re Purchase of Syndicated Mortgage Units (Alberta)
Use this template to prepare an Employee Statutory Declaration for employees of a company which is party to a syndicated mortgage transaction in Alberta, to allow the employees to purchase mortgage units. The employee must provide the Statutory Declaration in compliance with Securities Act regula...
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Executive Summary for Real Estate Developer Private Placement (Canada)
Use this template to help you write an Executive Summary for a private placement of shares to potential investors by a commercial real estate developer in Canada. Only privately owned companies can raise capital through a private placement, and they must comply with the securities laws and regulatio...
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Finder's Fee Agreement for Identifying Potential Financings (Canada)
Prepare a Finder's Fee Agreement for idenitifying potential financings with this easy-to-use template form for Canada. The Agreement is between a Canadian company looking for a source of financial backing and an agent who will introduce the company to potential investors or acquirers to complete ...
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Form 20A (IP) Acknowledgement of Individual Purchaser (British Columbia)
Use this template to prepare a Form 20A (IP) Acknowledgement of Individual Purchaser, for use in the Province of British Columbia pursuant to a private placement offering of shares. This form must be completed by any individual person who purchases shares under the private placement. The form sta...
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Form 20A(NIP)Acknowledgement of Purchaser that is not an Individual (British Columbia)
Use this template to prepare a Form 20A (NIP) Acknowledgement of Purchaser That is Not an Individual, for use in the Province of British Columbia pursuant to a private placement offering of shares. This form must be completed by any purchaser that is a corporation or other non-individual. The for...
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Form 45-103F1 Offering Memorandum for Non-Qualifying Issuers (Canada)
Use this template to prepare a Form 45-103F1 Offering Memorandum for non-qualifying issuers (as that term is described in Multilateral Instrument 45-102, Resale of Securities) in Canada. A non-qualifying issuer is an issuer which has not filed a current AIF, regardless of whether or not its securiti...
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Form 45-103F2 Offering Memorandum for Qualifying Issuers (Canada)
Prepare a Form 45-103F2 Offering Memorandum for qualifying issuers in Canada with this customizable template form. A qualifying issuer is one whose securities are listed on a specified exchange and who has filed a current Annual Information Form. The document contains: examples of how to comple...
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Forms Package for Meeting of Co-Owners in a Land Development (Alberta)
Alberta land developers, use this set of templates to prepare a Forms Package for an annual meeting of the co-owners (investors) in a land development project. Each of the co-owners is a registered owner and holds an undivided interest in the land comprising the development. This package of forms...
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Information Memorandum for Syndicated Mortgage Transaction (Canada)
Use this template to prepare an Information Memorandum with respect to an offering to be made to potential investors to invest in a syndicated mortgage in Canada. Information contained in the memorandum includes: encumbrances which are allowed to be registered against title to the land,k inf...
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Investor Share Subscription (Ontario)
Ontario investors, subscribe for shares being offered under a private placement with this Investor Share Subscription form. The Investor Share Subscription form is available in MS Word format and is fully editable. This form is for the Province of Ontario....
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Letter of Interest / Loan Proposal from Broker (Canada)
Canadian loan brokers, use this ready-made template to write a Letter of Interest and Loan Proposal to a client who wants to secure conventional financing (such as a bank loan) to capitalize its business. The broker would be given the exclusive mandate to source out the financing. Upon agreein...
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Loan Agreement for Syndicated Mortgage Transaction (Canada)
Use this template to prepare a Loan Agreement between an issuer (lender) and a developer (borrower), which forms part of a syndicated mortgage transaction in Canada. The syndicated mortgage is being offered as an investment opportunity to raise capital for development of the subject lands. Provision...
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Loan Agreement for Syndicated Mortgage by Offering Memo (Alberta)
Prepare a Loan Agreement for Syndicated Mortgage by Offering Memo with this template form for the Province of Alberta. The purpose of the loan is to purchase, develop, finance or refinance the lands subject to the syndicated mortgage. Interest is calculated daily, calculated annually in advanc...
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Mortgage pursuant to Loan Agreement in Syndicated Investment (Canada)
Use this template to prepare a Land Mortgage for Canada in connection with a syndicated investment. The mortgage is being granted by a land developer to a lender, as security under a loan agreement. This mortgage forms part of a syndicated mortgage transaction being offered to investors as a mean...
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Non-Disclosure & Non-Circumvention Agreement re Investor Information (Canada)
Canadian venture capitalists, protect your business leads with this Non-Disclosure and Non-Circumvention Agreement. The venture capitalist (lender) has provided a client seeking financing with information regarding potential investors with whom the lender has established business relationships. T...
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Notice of Redemption of Debentures (Canada)
Use this template to prepare a Notice of Redemption of Debentures to be sent by a Canadian corporation to its debenture holders. The Notice of Redemption must also be sent to the trustee under the Trust Indenture. The corporation gives notice that it intends to redeem the debentures for the full ...
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Offer to Purchase Undivided Interest in Syndicated Mortgage (Canada)
Prepare an Offer to Purchase Undivided Interest in Property under a syndicated mortgage with this template form for Canada. The offer is made by a potential investor offering to purchase an undivided interest in a syndicated mortgage investment. The offer contains representations and warranties...
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Offering Memorandum Checklist (Alberta)
Use this handy Checklist Form to assist you in preparing an offering memorandum for an offering of securities in the Province of Alberta. The checklist contains sections dealing with: Determination of risk factors Details of offering Objectives of offering Use of proceeds Corporate structu...
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Offering Memorandum Clause: RRSP eligibility (Canada)
Insert this additional / optional clause into an Offering Memorandum stating that the investment is an RRSP-eligible investment. This is a Canadian contract provision in MS Word format....
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Offering Memorandum for Common Shares & Share Purchase Warrants (Canada)
Use this template to prepare an Offering Memorandum for the sale of units consisting of common shares and share purchase warrants. The securities will be offered for sale in the Provinces of Alberta, British Columbia & Ontario. The sale of units must fall within the minimum and maximum number set ...
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Offering Memorandum for Sale of Limited Partnership Units - Tax Shelter (Canada)
Prepare an Offering Memorandum for a private placement offering of limited partnership units in Canada with this template Offering Memorandum for Sale of Limited Partnership Units as Tax Shelter. The investment will qualify as a tax shelter, in accordance with the Income Tax Act. Any investment...
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Offering Memorandum for Syndicated Mortgage Investment (Alberta)
Prepare an Offering Memorandum for a private placement of units in a syndicated mortgage with this template form for Alberta. Syndicated mortgages are often used by developers of large housing projects such as condominiums, as a means of raising capital to develop the property. Provisions of the ...
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Offering Memorandum for Unsecured Promissory Notes & Common Shares (Alberta)
Use this template to prepare an Offering Memorandum, for the Province of Alberta, for the sale of units consisting of an unsecured subordinate promissory note plus one or more common shares. Key provisions include (among others): how to subscribe for units summary of the offering share capital...
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Private Placement Term Sheet (Alberta)
Use this template to prepare a Term Sheet for an RRSP eligible private placement of shares in the Province of Alberta, Canada. The term sheet contains the following: definitions of key words and phrases used in the offering memorandum, an outline of the investment structure, an executive su...
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Rental Pool Management Agreement for Condo Investment Pool (Canada)
Create a Rental Pool Management Agreement with this template for Canada, between a property management company and the owner of a strata lot condominium that forms part of an investment rental pool, to appoint the manager as the owner's agent and provide for the management of the rental pool. Provis...
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Seed Capital Subscription Agreement for Common Shares & Warrants (British Columbia)
Prepare a Seed Capital Share Subscription Agreement with this easy-to-use template, for the issuance of common shares and share warrants pursuant to an offering memorandum, in accordance with the Province of British Columbia Securities Act. The purchaser warrants that it is purchasing the securi...
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Share Subscription Agreement for Private Placement Offering (Canada)
Use this template to prepare a Share Subscription Agreement for shares in a Canadian corporation that are being offered to investors in a private placement offering. The Subscription Agreement must be signed by an investor who wants to purchase shares under the offering, and sent to the corporat...
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Share Subscription under Offering - Close Friend & Business Associate (Alberta)
Prepare a Share Subscription for Close Friend & Business Associate for shares issued under an Offering Memorandum in Alberta with this ready-made template. This Subscription is pursuant to the "close friend / business associate" exemption under the Province of Alberta Securities Act. This Albe...
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Share Subscription under Offering - Seed Capital Exemption (Alberta)
Prepare a Subscription Agreement for shares issued under an Offering Memorandum with this ready-made template for Alberta. This Subscription is pursuant to the "seed capital" exemption under the Province of Alberta Securities Act. This Alberta Share Subscription - Seed Capital Exemption is ava...
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Share Subscription under Offering - Sophisticated Investor Exemption (Alberta)
Prepare a Subscription Agreement for shares issued under an Offering Memorandum with this ready-made template for Alberta. This Subscription is pursuant to the "sophisticated investor" or "$97,000" exemption under the Province of Alberta Securities Act. This Alberta Share Subscription - Sophis...
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Shareholders Resolution to Appoint Transfer Agent (Canada)
Appoint a registrar and transfer agent for a Canadian public company with this Shareholders Resolution to Appoint Transfer Agent. The shareholders of the corporation authorize the corporation to appoint the registrar and transfer agent who will record and deal with all transfers of common shares ...
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Shareholders Resolutions Authorizing Prospectus (Canada)
Use this template to prepare Shareholders Resolutions for a Canadian business corporation, authorizing the directors of the corporation to issue a preliminary prospectus for a public offering of common shares. The shareholders approve the draft of the prospectus, as well as a stock option plan, a...
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Special Warrant Indenture (Alberta)
Prepare a Special Warrant Indenture between an Alberta corporation and a trustee with this comprehensive 43-page template. The corporation will issue special warrants entitling the warrant holder to one common share and a fraction of a share warrant. The special warrants are to be offered in Cana...
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Statutory Declaration by Investor re RRSP Eligibility of Investment (Canada)
Use this easy template to prepare a Statutory Declaration By Investor for an RRSP-eligible investment in Canada. This form of Declaration would be used by an investor purchasing shares in a Canadian corporation pursuant to a private placement offering. The declaration is required for the purpose ...
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Subscriber Package for Syndicated Mortgage by OM (Alberta)
Use these templates to prepare a package of documents to be distributed to parties interested in investing in a syndicated mortgage offered under an offering memorandum in the Province of Alberta Canada. The package contains: Subscription Agreement and Power of Attorney, which the investor will c...
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Subscription Agreement Under Warrant Indenture without OM (Alberta)
Prepare a Subscription Agreement for shares and share warrants issued under a Warrant Indenture with this template for the Province of Alberta. Provisions of the Agreement include: No offering memorandum or prospectus is being filed in connection with the offering. The subscription agreement an...
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Subscription Request for Syndicated Mortgage Units (Canada)
Download this free Subscription Request for mortgage units as part of a syndicated mortgage transaction in Canada. The request form is tendered by an interested party who wants to purchase a fractional interest in the syndicated mortgage as an investment vehicle. This Canadian syndicated mort...
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Subscription for Partnership Units - Close Friend & Business Associate (Alberta)
Prepare a Subscription Agreement for units in a limited partnership issued under an offering memorandum with this template form for Alberta. This Subscription is pursuant to the "close friend / business associate" exemption in accordance with the Province of Alberta Securities Act. This Alber...
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Subscription for Partnership Units - Seed Capital exemption (Alberta)
Prepare a Subscription Agreement for units in a limited partnership issued under an offering memorandum with this template form for Alberta. This Subscription is pursuant to the "seed capital" exemption in accordance with the Province of Alberta Securities Act. This Alberta Subscription for L...
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Subscription for Partnership Units - Sophisticated Investor exemption (Alberta)
Prepare a Subscription Agreement for units in a limited partnership issued under an offering memorandum with this template form for Alberta. This Subscription is pursuant to the "sophisticated investor" or "$97,000" exemption in accordance with the Province of Alberta Securities Act. This Alb...
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Subscription for Shares (Canada)
Subscribe for shares in a Canadian privately held company with this Subscription for Shares form. The subscriber must complete the form and tender it to the corporation's registered office, along with payment for the shares. This form is to be used whenever new shares are issued, whether to an ex...
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Subscription for Shares and Warrants under Offering Memorandum (British Columbia)
Prepare a Share Subscription Agreement with this easy-to-use template, for the issuance of common shares and share warrants pursuant to an offering memorandum, in accordance with the Province of British Columbia Securities Act. The purchaser warrants that it is purchasing the securities for its ...
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Sweat Equity Agreement (Ontario)
Offer shares for services provided to an Ontario company with this Sweat Equity Agreement. The shares are being offered to a person who will provide services to the company in exchange for an option to purchase shares in the company. The investor will not be paid any fees for the services but w...
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Syndicated Land Mortgage by Offering Memo (Alberta)
Use this template to prepare a Syndicated Land Mortgage pursuant to an offering memorandum for the Province of Alberta, Canada, being issued for the purpose of raising capital by way of selling fractional interests in the mortgage to investors. Provisions of the mortgage include: The mortgage i...
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Syndicated Mortgage and Indenture (Alberta)
Raise capital for a development in Alberta by selling fractional mortgage interests to investors with this Syndicated Mortgage and Indenture template. Investors will be issued a promissory note and mortgage certificate by the mortgagor and will be owners of an undivided interest in the mortgage. ...
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Term Sheet for Syndicated Mortgage Investment (Alberta)
Download this free term sheet outlining the terms of a syndicated mortgage investment, which should be included as part of the package of documents to be provided to potential investors. This Alberta syndicated mortgage investment term sheet is in MS Word format....
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Transfer Agent and Registrar Agreement (Canada)
Prepare a Transfer Agent & Registrar Agreement for a Canadian issuer with this ready-made template. The Agreement is between the issuer of certain securities under a preliminary prospectus in Canada, and a trust company being appointed by the issuer to act as transfer agent and registrar of the s...
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Use this template form to create a Treasury Order for use in Canada. The Treasury Order is a directive from a corporation to the trust company acting as its transfer agent and registrar, directing it to issue fully paid and non-assessable shares to persons named in the Treasury Order. The file...
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Trust Agreement for Syndicated Mortgage Units (Canada)
Use this template to prepare a Trust Agreement forming part of a syndicated mortgage transaction in Canada. The agreement is between the issuing corporation and a trustee who is to hold title and act on behalf of the various co-owners who hold fractional interests in the syndicated mortgage. Provis...
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Trust Deed & Mortgage for Syndicated Land Investment (Canada)
Prepare a Trust Deed & Mortgage for Syndicated Land Investment with this template form for Canada, which provides for the creation of a number of mortgages against land on which a condominium project will be developed. The mortgages form the basis of a syndicated mortgage investment to be offered t...
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Venture Capital 101 for Owner Managers
Do you own or manage a business that is seeking venture capital investment? Make sure you know the basics - read "Venture Capital 101 for Owner Managers". This guide will help you: gain an understanding of what venture capital means, learn what venture capitalists are looking for in an investme...
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Warrant Indenture for Common Shares (Canada)
Prepare a Warrant Indenture for Common Shares with this ready-made template form for Canadian corporations. The Warrant Indenture provides for the issuance of share purchase warrants for common shares in the capital of the issuing corporation on a one-for-one basis (1 warrant per common share). ...
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Warrant to Purchase Common Shares (Canada)
Use this template to prepare a Warrant Certificate for Canada, issued under the provisions of a Warrant Indenture, which entitles the holder to purchase common shares in the capital of the corporation which is issuing the warrants. The document also includes a subscription form, which must be comple...
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