Private, Registered to Corporation or Partnership
To complete a transfer the following must be submitted to Odyssey:
- The attached Securities Transfer Form duly completed, signed, and properly guaranteed.
- The attached Accredited Investor Form duly completed and signed.
- A Letter of Instruction confirming the transferee registration, address, and delivery details.
- If applicable, the original security certificate(s).
- If the Securities Transfer Form is Signature Guaranteed, an original or certified copy of the Corporate Resolution, Resolution of Sole Director, or Affidavit of Sole Owner must also be submitted.
The Securities Transfer Form is found at https://odysseytrust.com/faq under "Forms".
The Accredited Investor Form is found at https://odysseytrust.com/accredited-investor-form.
All original documents must be delivered to Odyssey Trust Company at the address noted below.
Odyssey Trust Company
Trader’s Bank Building
702 - 67 Yonge Street
Toronto ON M5E 1J8
Transfer fees will be calculated upon receipt of the request and the completed transaction will not be released until payment is received.
To book a virtual appointment to obtain a Medallion Guarantee with Odyssey Trust, please visit https://odysseytrust.com/ca-en/help, select “I am a Shareholder or the holder of other Securities” and then “Medallion Guarantee Appointment”.