CANADA

Raise capital, offer securities by public or private offering, and manage investor relations with these customizable Investor Forms for Canadian businesses.

The Canadian Investor Relations Institute is a national non-profit association whose mandate is to improve the transparency and integrity of the Canadian capital market by advancing the practice of investor relations and enhancing communications between public corporations, investors and the financial community.

Provincial securities regulators such as the Alberta Securities Commission provide information, assistance, forms and advice for issuing corporations, dealers, and investment fund managers.

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Picture of Statutory Declaration by Investor re RRSP Eligibility of Investment | Canada

Statutory Declaration by Investor re RRSP Eligibility of Investment | Canada

Investors in an RRSP-eligible investment in Canada must provide this Statutory Declaration as part of the required documentation.

  • 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 of putting the investment through the investor's Registered Retirement Savings Plan (RRSP).
  • Available in MS Word format. Re-usable and customizable.
  • Intended to be used only in Canada.
$6.29
Picture of Subscription Form for Warrant Shares | Canada

Subscription Form for Warrant Shares | Canada

Prepare a Subscription Form for Warrant Shares with this easy template form for Canada.

  • The shares will be issued to a warrant holder exercising his/her warrants according to the terms of the Warrant Indenture.
  • The warrant holder must complete the Subscription Form and send it to the corporation along with the purchase price for the shares.
  • This form is available as a downloadable and fully editable template.
  • Intended for use only in Canada.
$2.29
Picture of The Prospectus - Being Informed is Being Protected

The Prospectus - Being Informed is Being Protected

Learn what you need to know as an investor in Canada with this free guide.

  • The guide discusses the importance of the prospectus as a source of information and disclosure for Canadian investors.
  • Learn what a prospectus is, what information it must contain, and why you should thoroughly review the prospectus materials before considering whether to invest in a particular company or mutual fund.
The Prospectus - Being Informed is Being Protected is a free PDF download published by The Alberta Securities Commission.
$0.00
Picture of Transfer Agent and Registrar Agreement | Canada

Transfer Agent and Registrar Agreement | Canada

Appoint a trust company as transfer agent and registrar of securities in connection with a preliminary prospectus under this template agreement for Canadian issuers.

  • The transfer agent is also appointed as dividend disbursement agent, to distribute dividends to the shareholders.
  • The transfer agent will record all new share issuances and sales and transfers of shares, will issue all certificates, and keep up-to-date shareholder registers.
  • The issuer indemnifies the transfer agent against all claims and losses arising in connection with its performance under the agreement except for instances of negligence, misconduct or bad faith.
  • This legal contract template is available as a fully editable MS Word template.
  • Intended for use only in Canada.
$17.99
Picture of Trust Agreement for Syndicated Mortgage Units | Canada

Trust Agreement for Syndicated Mortgage Units | Canada

Appoint a trustee to hold title to syndicated mortgage interests on behalf of the co-owners with this fully editable template for Canadian land deals.

  • The trustee holds title to the land in trust in accordance with both the Trust Agreement and a Co-Owners Agreement among the co-owners and the issuing corporation.
  • The co-owners, when not in default under the agreement, are entitled to full rights of ownership of the land, including possession and right of use.
  • The trustee will not be required to expend its own funds or incur any financial liability.
  • The Trustee has the power to commence any actions or proceedings it considers necessary to protect the rights of the Co-Owners and their respective interests in the land.
  • This legal form template is available as a downloadable and fully editable MS Word document.
  • Governed by Canadian laws and intended for use only in Canada.
$29.99
Picture of Trust Deed and Mortgage for Syndicated Land Investment | Canada

Trust Deed and Mortgage for Syndicated Land Investment | Canada

Prepare a Trust Deed and Mortgage for a syndicated land investment in Canada with this downloadable template.

  • This Deed creates a number of mortgages which will be registered against title to lands on which a condominium project will be developed.
  • The mortgages form the basis of a syndicated (fractional) investment offering.
  • Investors can purchase an interest in the mortgages and will be paid a guaranteed rate of interest on their investment.
  • The Trust Deed appoints a trustee who will hold title to the lands on behalf of all of the investors (mortgagees).
  • The mortgages are all first mortgages and all rank equally with one another.
  • The mortgagor can pay out the mortgage at any time, but must pay a bonus to the investors equal to 12 months' interest on the mortgage balance.
  • This legal form template is available in MS Word format and is fully editable.
  • Governed by Canadian laws and intended for use only in Canada.
$46.99
Picture of Warrant Indenture for Common Shares | Canada

Warrant Indenture for Common Shares | Canada

This Warrant Indenture provides for the issuance of share purchase warrants for common shares in a Canadian corporation.

  • The shares will be issued on a one-for-one basis (1 warrant per common share).
  • The exercise (purchase) price and the warrant holder's subscription rights will be adjusted accordingly in the event of subdivision or consolidation of the corporation's shares or the issue of convertible securities.
  • A warrant holder may subscribe for less than the number of shares set out in their warrant certificate, and a new warrant certificate for the balance will be issued.
  • The warrant holders and the trustee waive any right, cause of action or remedy as against the shareholders and directors of the corporation.
  • Available as a downloadable MS Word template.
  • Governed by Canadian laws and intended for use only in Canada.
$46.99
Picture of Warrant to Purchase Common Shares | Canada

Warrant to Purchase Common Shares | Canada

Prepare a Warrant Certificate to Purchase Common Shares with this customizable template form for Canadian corporations.

  • The Certificate is issued under the provisions of a Warrant Indenture.
  • Under the Indenture, the holder is entitled to purchase common shares in the capital of the issuing corporation.
  • The document also includes a subscription form which must be completed by the holder and submitted to the corporation when the warrant holder decides to exercise the warrant.
  • Payment for the shares must accompany the subscription form.
  • Available in MS Word format.
  • Intended to be used only in Canada.
$12.49
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