Products tagged with 'private placement form'

Make an offer to the public of trust units to fund a real estate investment with this template Offering Memorandum for the Province of Alberta.

• The offering is a private placement of trust units issued by a mutual fund trust (or unit trust), for the purpose of investing in a limited partnership which will acquire land to develop as commercial and/or residential real estate properties, and develop, subdivide and market the properties.
• The trust will act as the investment vehicle for investors to pool their funds and indirectly invest in long-term capital real estate and related projects.
• The trust's objective is to preserve investors' capital while providing a profitable return through acquisitions and competent management of real estate investment projects.
• Because the trust qualifies as a mutual fund trust, the units being sold are qualified investments under the Income Tax Act (Canada) and are eligible for investments through RRSPs, RRIFs, deferred profit sharing plans, and RESPs.
• The investment is subject to resale restrictions, and there are certain tax considerations which the investor must take into account.
• The offering can only be made to Canadian residents.
• This OM is only for securities that are not listed or traded on any stock exchange or public market.

Download the Alberta Offering Memorandum for REIT Investment in MS Word format.

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.

When doing a private placement of shares in Canada, an issuer provides certain documents to potential investors. One of those forms is the Share Subscription Agreement.

• An investor who wants to purchase shares under the offering must complete and send the Subscription Agreement to the issuing corporation.
• The rights, restrictions, privileges and conditions attaching to the shares are described, such as voting rights, rights to dividends, and rights on dissolution.
• This template contains provisions for both shares and share warrants.
• The subscriber acknowledges that because the securities are being purchased under a prospectus exemption, most of the civil remedies available under securities legislation is not available.
• Once you purchase the Canada Share Subscription Agreement for Private Placement, you can customize it with your specific details and use it as often as you need to.

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.