Canada Accredited Investors Checklist and Representation Letter

Prepare an Accredited Investors Checklist and Representation Letter for a private offering of securities with this downloadable template for Canadian securities.

• The checklist sets out all of the classifications of investors which are defined as accredited investors by National Instrument 45-106.
• Any person, corporation or entity subscribing for the securities must complete the form and return it to the issuer.
• The subscriber must also make certain representations to the issuer regarding whether he/she is a Canadian resident, and on what basis he/she is purchasing the securities.

This Canada Accredited Investors Checklist and Representation Letter template is available in MS Word format, and can be easily edited to meet your needs.