Financial

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 a Special Warrant Indenture between an Alberta corporation and a trustee with this package of forms.

• The corporation will issue special warrants entitling the warrant holder to one common share and a fraction of a share warrant.
• The Trustee is appointed to hold, administer and disburse dividend funds, and to hold the proceeds of the offering in escrow until closing.
• Immediately prior to the expiry date, the rights of all holders of special warrants will be deemed to be exercised without any further action on the part of such holders.
• Warrant holders who exercise their warrants will become entitled to distributions from any dividend funds or other distributions to be made to shareholders of the corporation.
• The package includes a Special Warrant Certificate form, a Transfer of Special Warrants form, a Warrant Exercise form, and an Exercise of Repurchase form.
• Available in MS Word format.
• Intended to be used only in the Province of Alberta, Canada.

Secure a loan with real estate under the terms of this Standard Charge Fixed Rate Closed Term Mortgage for Alberta.

• Renewal. Early renewal privileges, i.e. the mortgage may be renewed on any installment payment date.
• Interest. Interest will be calculated half-yearly, not in advance.
• Property Taxes. The mortgage lender may elect to pay the property taxes when they come due, or elect to have the borrower (mortgagor) pay the taxes.
• Application of Payments. All payments will be applied first to taxes and life insurance (if applicable), then to interest, then to principal, and then to any other moneys owing.
• Leasehold. Optional provisions for a leasehold mortgage.

Never lend large sums of money without adequate security. Download this Alberta fixed rate mortgage form immediately after you purchase it.

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.

Use this Subscription Agreement to issue warrant shares to investors under a Warrant Indenture in the Province of Alberta.

• No offering memorandum or prospectus is being filed in connection with the offering.
• The subscription agreement and payment for the shares is to be tendered by the investor to the offering corporation, in return for the shares.
• The exercise price and the number and kind of securities will be adjusted accordingly, in the event of a subdivision, consolidation, or reclassification of the corporation's shares, or an amalgamation or merger with another corporate entity.
• The subscriber warrants that it will at all relevant times deal with the corporation at arm's length for purposes of the Income Tax Act (Canada).
• The subscriber agrees to abide by the terms of any shareholder agreement already in place.
• This Subscription Agreement is intended for use in the Province of Alberta, Canada. It is available in MS Word format.

Raise funds for a land development in Alberta by selling fractional mortgage interests to investors with this Syndicated Mortgage and Indenture template.

• Undivided Interest. Investors will be issued a promissory note and mortgage certificate by the mortgagor and will be owners of an undivided interest in the mortgage.
• Security. Each Note Certificate issued, negotiated and certified shall be equally and ratably secured by the mortgage.
• Payments. If a Note Certificate is registered in more than one name, any payments of principal and interest under the note will be paid by cheque payable to the order of all the holders named on the certificate, unless written instructions to the contrary are provided to the mortgagor.
• Prepayment Rights. The mortgagor has the right to prepay any of the Note Certificates without penalty, upon payment of all interest accrued and unpaid as at the date of such payment.
• Available in MS Word format.
• Intended to be used only in the Province of Alberta, Canada.

Have you found a buyer for your property who can't qualify for a mortgage? Lend them the amount they need with this Vendor Take-Back Mortgage for Alberta real estate properties.

• A vendor take-back mortgage (also known as a 'purchase money mortgage') is often used for real estate transactions between family members.
• The seller (vendor) agrees to carry all or part of the purchase price for the real estate and the buyer will make regular payments to the seller, just as with a regular mortgage.
• The seller has the right to take back the property if the buyer fails to make the payments or meet its other obligations under the mortgage.
• A Vendor Take-back Mortgage is an alternative method of financing a real estate purchase that allows buyers who cannot get a conventional mortgage a chance to own a home.
• This legal document is intended solely for use in the Province of Alberta, Canada.

Because Arizona is a title theory state, mortgage lenders use a Deed of Trust instead of a mortgage to secure repayment of a home buyer's loan.

• Under the Deed of Trust, title to the property is transferred to a trustee (often a title company) who holds it until the borrower has repaid the entire amount of the loan, accrued interest, and any charges associated with the loan.
• If the borrower breaches the Deed of Trust, the lender gives written notice to the borrower specifying what must be done to cure the breach prior to accelerating repayment of the debt.
• If the breach is not remedied, the lender can invoke its power of sale.

The Arizona Deed of Trust template contains standard uniform covenants and State-specific provisions. Buy and download the form and you can use it as often as your business requires.