Financial Forms

Authorize a Canadian business corporation to purchase a mortgage with this template Directors Resolution form.

• The Board of Directors of the corporation approve the purchase of a mortgage from a third party mortgagee.
• This template can be used for federal corporations or for companies incorporated in any province which has a Business Corporations Act. A different form may be required for Quebec.
• This is a downloadable MS Word template.

Prepare a Directors Resolution for a Canadian corporation approving the sale of a mortgage with this free downloadable form.

• The Board of Directors authorizes the sale of a mortgage held as security by the corporation.
• This template can be customized for use under either federal or provincial Business Corporations Act legislation.
• This form is in MS Word format.
• Intended to be used only by companies incorporated in Canada.

Prepare a Directors Resolution to Issue Warrant Shares with this easy digital template.

• The directors of the corporation resolve to accept subscriptions for shares from warrant holders exercising the share purchase warrants issued to them by the corporation.
• The corporate secretary is instructed to issue the appropriate common shares to the warrant holders.
• This is a generic director's resolution template which is not specific to any country or region.
• Available as a downloadable MS Word template.

Before a Canadian corporation can grant a mortgage to a lender, the Board of Directors must pass these resolutions to approve the action.

• The directors authorize the corporation to mortgage certain property to a lender as security for a loan, an operating line or other amounts advanced by the lender to the corporation.
• This downloadable template can be used by corporations incorporated under the Canada Business Corporations Act or under any provincial Business Corporations Act.
• A French language translation may be required for use in Quebec.
• The Directors Resolution to Grant Mortgage form for Canada is a fully editable and easy-to-use MS Word template.

Disability Insurance: What's Your True Value? is a 14-page information package developed to help Canadians understand the importance of disability insurance.

• Topics contained in this package include:
  • what to look for in disability contracts,
  • critical illness insurance,
  • long term health care insurance,
  • government programs,
  • types of coverage currently available.
• Available in PDF format.
• Intended for use only in Canada.

Avoid being scammed by investment fraud artists - read this free guide from Alberta Securities Commission. Learn about:

• How fraudsters target their victims.
• The kinds of approaches fraudsters use to put victims at ease.
• How they sell the benefits and perks of an "investment" opportunity.
• Danger signs to look for when you are presented with an opportunity that seems too good to be true.

"Don't Be Fooled by Fraud" is a publication of The Alberta Securities Commission available in PDF format.

Prepare an Electronic Brokerage Use and Trading Agreement for a brokerage services website with this easy-to-use template.

• The Agreement contains provisions for individual users and for broker-dealers, investment managers and advisers.
• The brokerage has no obligation to accept, or to execute or cancel, all or part of any transaction executed through its trading services.
• The client is responsible for providing all terms and conditions relevant to orders placed, and for designating short sales as such.
• All transactions placed through the online brokerage must comply with applicable laws, rules and regulations.
• The brokerage makes no warranty with respect to any data or information provided in connection with the trading services.
• The brokerage's liability with respect to any transaction is limited to the amount of profit received on the specific transaction.
• The client indemnifies and holds the brokerage and its related parties harmless against losses, claims or damages arising out of the client's use of the website and the trading services.
• Available in MS Word format, which can be converted to html for posting on your website.

Hire an investor relations advisor to provide your company with investment services with this customizable Engagement Letter template.

• The investor relations advisor will provide the following services:
  • helping the client raise capital;
  • handling investor relations;
  • designing and implementing a market development plan;
  • managing the company's marketing and advertising;
  • making presentations to investors;
  • arranging meetings with venture capitalists;
  • and performing other related duties and functions.
• Available in MS Word format and can be easily edited to fit your circumstances.

This in-depth article describes a variety of offshore structures available to residents of Canada, for the purpose of asset protection. In particular, opportunities in the Bahamas are discussed.

The article provides a variety of information, including:

• a summary of how each structure is established,
• the purposes, advantages and disadvantages of each type of structure,
• international business corporations,
• settlement trusts,
• international foundations,
• universal life insurance,
• international deferred compensation programs,
• income stabilization plans,
• individual and corporate funding methods.

Establishing an Offshore Structure for Canadians is intended for residents of Canada, and is provided in Adobe PDF format.

Purchase the accounts receivable of a Canadian business with this Factoring and Accounts Receivable Security Agreement with Full Recourse.

• Under this Agreement (also called a debt purchase contract), a company needing cash for operations sells its accounts receivable to a factor (buyer) for an immediate cash injection, at a discounted rate off the face value of the accounts.
• The buyer has full recourse against the seller for the full amount of any receivable which is not paid or disputed by a customer, together with interest on unpaid accounts.
• The template is provided in MS Word format and is fully editable to meet your needs.
• This is a Canadian legal form which can be used in most provinces and territories.