Financial

If you are transferring ownership of a car, truck, RV or SUV in Alberta, you need a signed Bill of Sale.

• The form can be filled in with Adobe Reader, signed by the parties in duplicate, and taken to a Registry Office to register the vehicle in the buyer's name.
• The Bill of Sale includes instructions on how to complete the form, and what other documents and information are required for the registration.
• Click the link to download the free Bill of Sale form in PDF format directly from Alberta Registries.

Use this template Collateral Mortgage and Promissory Note for credit facilities in Alberta.

• A collateral mortgage can be used to secure a line of credit, a revolving loan, or other credit facility where the balance owing changes from time to time.
• The borrower is responsible for insuring, repairing, and maintaining the mortgaged property and for paying all taxes and assessments.
• The lender is appointed as the borrower's attorney (agent) for the purpose of recovering any insurance proceeds with respect to the property.
• The lender has power of attorney to sell, lease or encumber the property if the borrower defaults in its obligations.
• The full balance owing is immediately payable if the borrower sells the property or, if the borrower is a corporation, there is a change in control.
• This is a downloadable legal template in MS Word format.
• Intended for use in the Province of Alberta, Canada.

Hire the services of a commodities trader with this Alberta Commodities Trader Consulting Services Agreement.

• The trader agrees to provide consulting services with respect to buying and selling commodities contracts traded on various exchanges, on behalf of the business.
• The trader will develop a trading program for the business.
• The trader must report monthly to the business.
• If the business' trading account falls below a specified limit, the trader can sell off all of the contracts and terminate the agreement.
• The contract is governed by the securities laws of the Province of Alberta, Canada.
• The form is available as a downloadable MS Word file, which can be easily customized to fit your business.

Prepare a Co-Owner's Certificate for each investor in a syndicated land mortgage in Alberta with this template form.

• The Certificates are issued to the investors (co-owners) by a company which is acting as bare trustee of the land on behalf of the co-owners.
• The Certificate represents the investor's undivided interest in the mortgage and as a co-owner of the land.
• This template is available in MS Word format and is fully editable.
• Intended for use only for lands located in the Province of Alberta.

Issue Co-Owner Certificates to investors for units in a syndicated mortgage with this template form for Alberta.

• Each of the investors who have purchased an undivided interest in the syndicated mortgage will be issued a certificate evidencing their tenancy-in-common share in the mortgage.
• Interest will be calculated annually and paid quarterly.
• All percentage ownerships rank pari passu (that is, equally on a proportionate basis).
• The certificates are subject to redemption by prepayment or repayment of the mortgage.
• This form is a downloadable MS Word template.
• Intended for use only in the Province of Alberta, Canada.

Prepare a Power of Attorney from a co-owner (investor) in a syndicated mortgage investment with this fully editable template form for Alberta transactions.

• The co-owner appoints the issuer of the investment (developer) as his/her attorney with respect to executing, filing and registering any documents necessary to document and protect the co-owner's interest in the mortgaged lands.
• This legal form template is available as a downloadable MS Word template.
• Intended for use only in the Province of Alberta, Canada.

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.

Prepare Statutory Declarations to allow employees of a company which is party to a syndicated mortgage transaction to purchase mortgage units with this easy form for Alberta.

• The employee must provide the issuer with the Statutory Declaration in compliance with Securities Act regulations.
• The Declaration states that the employee is not required to purchase the units as a term of his/her employment, and that s/he has read the offering memorandum for the syndicated mortgage offering.
• This legal form template is available in MS Word format.
• Intended for use in the Province of Alberta, Canada.

Prepare the forms needed for an annual meeting of the co-owners / investors in a land development project with this downloadable package of templates for Alberta.

• Each of the co-owners is a registered owner and holds an undivided interest in the land comprising the development.
• This package of forms contains:
  • Form of Proxy which allows a co-owner to appoint a proxy to vote at the meeting if he/she is unable to attend,
  • Notice of Meeting of Co-Owners, setting out the business to be conducted at the meeting,
  • Information Circular / Annual Report prepared by the agent for the co-owners.
• Available in MS Word format.
• Intended to be used only in the Province of Alberta, Canada.

Alberta investors, do you know what your legal rights are? Learn more with this free guide from the Alberta Securities Commission.

Your rights as an investor include:

• The right to obtain complete information about any investment your financial adviser suggests, including risks and other factors which may affect its performance.
• Information about the work history and experience of an investment salesperson.
• Copies of all documents that relate to an investment.
• Complete information about fees, commissions, charges and fees.

The Alberta Investor Charter of Rights was adapted from the North American Securities Administrators Association Investor Bill of Rights.