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    Accredited Investors Checklist and Representation Letter | Canada

    $17.99

    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 they are a Canadian resident, and on what basis they are purchasing the securities.
    • This template is available in MS Word format and can be easily edited to meet your needs.
    • Intended for use only in Canada.
    Download Type: Microsoft Word
    Last Updated: 27-January-2022
    SKU: 8883
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    Alberta Share Subscription under Offering - Sophisticated Investor Exemption

    $6.29

    Use this Share Subscription form for investors under an offering memorandum who qualify for the 'sophisticated investor' or '$97,000' exemption of the Alberta Securities Act.

    • This form should only be used if the aggregate subscription price is at least $97,000.
    • Under this exemption, the issuer is not required to provide the subscriber with the same information regarding the offering that would otherwise be required by law.
    • The securities are being purchased by the subscriber solely as an investment.

    You can download the Alberta Share Subscription (Sophisticated Investor Exemption) form by adding it to your cart and checking out via our secure transaction server.

    Alberta Share Subscription under Offering - Close Friend & Business Associate

    $6.29

    Use this Share Subscription form under the 'close friend / business associate' exemption provision of the Alberta Securities Act.

    • The investor is subscribing for shares issued under an offering memorandum in Alberta.
    • This form should only be used by persons who fall under the definition of a close friend or business associate as set out in the Act.
    • The subscriber agrees not to revoke or withdraw the subscription.
    • The subscriber acknowledges that there is no guarantee that the offering will result in any profits.

    If you're doing a private placement of shares in Alberta, you will need this Share Subscription form for investors who are close friends and/or business associates.