Products tagged with 'canada investor form'

Issue debentures to investors and lenders with this Canada Convertible Debenture Certificate with RRSP and RRIF Eligibility.

• The Debenture has a 21-year term.
• This is a qualified investment for RRSP and RRIF funds under the Income Tax Act.
• The Debenture is convertible into shares of the issuing corporation.
• Available in MS Word format.
• Governed by Canadian tax laws and intended for use only in Canada.

Issue debentures to investors and lenders with this Canada Demand Debenture Certificate with RRSP and RRIF Eligibility.

• The debenture certificate is for public companies only.
• The debenture has a 21-year term.
• This is a qualified investment for RRSP and RRIF funds under the Income Tax Act.
• Available in MS Word format.
• Governed by Canadian tax laws and intended for use only in Canada.

This Form 45-106F4 Risk Acknowledgment Form must be completed by individual investors in exempt private placements.

• The form must be completed by individual investors in private placement offerings that rely on the Offering Memorandum Exemption from prospectus requirements under portions of section 2.9 of National Instrument 4-106.
• It includes two additional schedules which must be completed by each investor that is an individual resident in either Alberta, New Brunswick, Nova Scotia, Ontario, Québec or Saskatchewan.
• The document contains information and instructions to help investors complete the form.
• Available in MS Word format.
• This is a free form provided by the British Columbia Securities Commission.

Investors who are family, friends or business associates of the issuer must complete this form 45-106F12 when buying shares under an exempt private placement offering.

• This form comprises amendments in Ontario that came into effect on May 5, 2015.
• The investor acknowledges that the investment is risky and that they may lose their entire investment.
• This form can only be used by investors who are:
  • a principal of the issuer,
  • a family member, business associate or close friend of a majority shareholder, or
  • a trust or estate of which all of the beneficiaries or a majority of the trustees or executors are one of the above.
• Available in PDF format.
• This free form is issued by the British Columbia Securities Commission.

Discover how to develop an investor relations program for your company with this 8-page downloadable guide.

• The guide was created by the Osborne Group Inc., a Canadian project management and business coaching firm.
• It was prepared to illustrate how companies can ensure that their investors have a good level of understanding about the business and its operations.
• You will also find tips on how to promote better communication between the company and its financial partners.
• If your company has investors who are not actively involved in the business, this guide will be a valuable information resource.
• Available as a free PDF download.

If your role involves raising capital, you need to understand the different types of investors. This 13-page article can help you do that.

The article describes the most significant roles in the investment community and explains the characteristics of each type of investor. Learn more about:

• Direct investors.
• Investment advisors.
• Institutional analysts.
• Portfolio managers.
• Pension fund and investment managers.
• Self-managed pension funds.
• Insurance companies (life, property and casualty).
• Bank trust departments and investment subsidiaries.
• University endowment funds.
• Foreign institutions.
• Brokers and brokerage traders.
• Investment clubs.
• Market makers and specialists.
• Business / financial editors and columnists.

As a fund raiser, you need this valuable information to help you fulfill your role better. Get a copy of Understanding Investors: An Overview of Roles and Relationships today.