Alberta Share Subscription under Offering - Close Friend & Business Associate

This Share Subscription form is to be used for exempted purchasers under the seed capital exemption of the Alberta Securities Act.

• The subscription is for securities issued under an offering memorandum to residents of Alberta.
• The subscriber acknowledges that he/she is purchasing securities under an exemption based on the fact that he/she is a sophisticated purchaser, as defined in the Act, and does not require the information that would otherwise be required under the law.
• The subscriber represents that he/she has the investment acumen to assess the offering on the basis of previous experience or advice he/she received.
• The Share Subscription for Seed Capital Exemption can be used as many times as you require. Download it immediately after purchase.

Use this Share Subscription form for investors under an offering memorandum who qualify for the 'sophisticated investor' or '$97,000' exemption of the Alberta Securities Act.

• This form should only be used if the aggregate subscription price is at least $97,000.
• Under this exemption, the issuer is not required to provide the subscriber with the same information regarding the offering that would otherwise be required by law.
• The securities are being purchased by the subscriber solely as an investment.

You can download the Alberta Share Subscription (Sophisticated Investor Exemption) form by adding it to your cart and checking out via our secure transaction server.

Prepare an Accredited Investors Checklist and Representation Letter for a private offering of securities with this downloadable template for Canadian securities.

• 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 they are a Canadian resident, and on what basis they are purchasing the securities.
• This template is available in MS Word format and can be easily edited to meet your needs.
• Intended for use only in Canada.

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.