Products tagged with 'alberta private placement'

Prepare a Resolution of the Directors authorizing a Warrant Indenture with this downloadable template for Alberta corporations.

• The Board of Directors authorizes the corporation to issue a warrant indenture and share warrants for common shares.
• The warrants are issued to investors as part of a private placement of securities, in order to raise capital for the corporation.
• Each warrant entitles the holder to one common share.
• The form is easy to download, fill in and print. Available in MS Word format.
• Intended for use by corporations formed in the Province of Alberta, Canada.

Put together the necessary information and resources you need to issue an offering memorandum for securities with this handy Alberta Offering Memorandum Checklist, which covers:

• Determination of the risk factors
• Details of the offering
• Objectives of the offering
• Use of the proceeds
• Corporate structure and history of the issuer
• Directors, officers, promoters, principal holders of securities
• Description of the offered securities
• Minimum and maximum number of securities offered
• Information about the seller
• Financial statements and material contracts
• Tax consequences
• Exemptions.

Simplify the private placement process - get this Alberta Offering Memorandum Checklist.

Prepare a Private Placement Term Sheet for an RRSP eligible private placement of shares with this template form for Alberta share offerings.

• 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 summary of the issuer.
• Available in MS Word format.
• Intended to be used only in the Province of Alberta, Canada.

Download the forms required to be completed by an investor in a REIT under an offering memorandum with this Subscriber Forms Package for Alberta issuers.

• This trust is set up in the Province of Alberta to be utilized as a real estate investment trust (REIT) to raise capital for a real estate development through a private placement of mutual fund trust units.
• The trust acts as the investment vehicle allowing the investors to pool their investment funds in long-term capital real estate and related projects.
• The Subscriber Package contains the following forms:
  • Private Placement Subscription Agreement.
  • Instructions to the investor, including a list of all documents required to be submitted, depending on the investor's province of residence and the amount of the investment.
  • Worksheet for Determination of Net Worth (Accredited Investor and Eligible Investor Exemptions).
  • Representation Letter (for Accredited Investors resident in Canada).
  • Representation Letter (for non-Canadian and non-US investors).
  • Close Personal Friend / Close Business Associate Questionnaire (for Canadian residents).
  • Risk Acknowledgement.
  • Eligible Investor Status Certificate.
  • Risk Acknowledgement under Blanket Order 31-505.
  • Subscriber Acknowledgement and Consent.
  • Distribution Reinvestment Plan, by which an investor can opt to reinvest all or part of any distribution proceeds.
• The Subscriber Package for REIT Units is downloadable as a single MS Word file. All forms are fully editable to meet your needs.
• These documents refer to Alberta laws and are intended for use in the Province of Alberta, Canada.