New Corporation

Contact information for the corporation

First Name

Last Name

NAME of legal entity

CONTACT for corporation

Type of business

Address

Address line

City

Province / Territories

Postal Code

Business number/Tax ID registration number

Email address

Primary phone

Cell

Land

Phone number

Date of incorporation or registration (YYYY/MM/DD)

Place of incorporation (province or territories)

Language of correspondence

English

French

Are you referred?

Yes

No

What is the name of the person or organization who referred you?

Is the entity registered outside Canada?

Yes

No

Please, provide NR 301

Annual net income of corporation

NET LIQUID ASSETS

NET FIXED ASSETS

Check all that apply

Officer

Director

Beneficial Owner

Signing authority

Ownership %

First name

Last name

Date of birth

Address

Address line

City

Province / Territories

Postal Code

Primary phone

Cell

Land

Phone number

Email address

Upload image of your I.D (PDF or JPEG image)

Select the file

Upload image of your void cheque (PDF or JPEG image)

Select the file

Upload a copy of your notice of assessment (PDF or JPEG image)

Select the file

Upload a copy of your certificate of incorporation (PDF or JPEG image)

Select the file

If retired or not employed, please enter your pre – retirement occupation/former employment details

Employment status (dropdown)

Occupation/job title

Salary

Years with employer

Employer’s name

Specify:

Investor knowledge

Sophisticated

Good

Limited

Little to none

Number of years of investment experience

None

1-3 years

3-7 years

More than 7 years

Please bring the following documents to the meeting:

driver’s license, passport or provincial identification
your investment statements;
your loan statements;
your insurance statements;
and other statements that you consider relevant