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Canada Accredited Investors Checklist and Representation Letter

Use this template to prepare an Accredited Investors Checklist and Representation Letter for a private offering of securities in Canada.
  • The checklist sets out all of the classifications of investors which are defined as "accredited investors" by National Instrument 45-106.
  • Any person, corporation or entity subscribing for the securities must complete the form and return it to the issuer.
  • The subscriber must also make certain representations to the issuer regarding whether he/she is a Canadian resident, and on what basis he/she is purchasing the securities.
This Canada Accredited Investors Checklist and Representation Letter template is available in MS Word format, and can be easily edited to meet your needs.

Download: Canada Accredited Investors Checklist and Representation Letter

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