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Alberta Subscriber Forms Package for REIT Units

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.

$46.99

The trustee holds title to the land in trust in accordance with both the Trust Agreement and a Co-Owners Agreement among the co-owners and the issuing corporation.
The co-owners, when not in default under the agreement, are entitled to full rights of ownership of the land, including possession and right of use.
The trustee will not be required to expend its own funds or incur any financial liability.
The Trustee has the power to commence any actions or proceedings it considers necessary to protect the rights of the Co-Owners and their respective interests in the land.
This legal form template is available as a downloadable and fully editable MS Word document.
Governed by Canadian laws and intended for use only in Canada.

$29.99

Each of the co-owners is a registered owner and holds an undivided interest in the land comprising the development.
This package of forms contains:
- Form of Proxy which allows a co-owner to appoint a proxy to vote at the meeting if he/she is unable to attend,
- Notice of Meeting of Co-Owners, setting out the business to be conducted at the meeting,
- Information Circular / Annual Report prepared by the agent for the co-owners.
Available in MS Word format.
Intended to be used only in the Province of Alberta, Canada.

$17.99