Odyssey Contact Form

I am*

A registered shareholder or the holder of other Securities (ex. warrantholder)An Ionic Digital ShareholderAn Employee at a Brokerage Firm or Securities DealerAn Odyssey Registered Plans holder – TFSA , RSP, RIF and LIF accountInterested in learning more about Odyssey’s Services (Prospective Client or Counsel)Paying an invoice (shareholder or client - to be used ONLY for invoices quoted in CAD)Looking to book a Medallion Guarantee Appointment (For Odyssey clients only)

Account Information*

Convert my DRS position to a physical certificateConvert my physical certificate to a DRS positionRequest a copy of my DRS statement or confirm security holdingsUpdate my mailing or email address or other account information

Transfers*

Request instructions on how to transfer securitiesRequest the status of a transfer requestDistribute shares amongst members of an LLC

Losses & Estates*

Replace my lost certificateReplace my lost chequeRequest instructions on estate transfers

Name of Registered Security holder*
(enter the name exactly as it appears on your certificate or DRS statement)
Issuer & Securities Issue*
(e.g. ABC Mining Corp. common shares)
Certificate Number
Account Number on DRS Statement
Number of Securities Held
Current Email Address*
Current Mailing Address*
Postal / ZIP Code*
Former mailing address, if applicable
Name of Representative and Capacity if not Registered Holder
To Enroll Direct Deposit of Dividends, please fill in this form, and attach it below along with a void cheque.
Attach additional documents, if applicable

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Additional details or questions

Restricted Securities: Your securities are non-transferrable except with no change in beneficial ownership.

If it is a 1933 Act legend that you’d like to remove, please fill out the form below; Otherwise, if you’d like your Brokerage or Wealth Management firm to hold these shares beneficially for you, please contact them directly for re-registration assistance.
Name of Registered Security holder*
(enter the name exactly as it appears on your certificate or DRS statement)
Issuer & Securities Issue*
(e.g. ABC Mining Corp. common shares)
Certificate Number
Account Number on DRS Statement
Number of Securities Held
Current Email Address*
Current Mailing Address*
Postal / ZIP Code*
Former mailing address, if applicable
Name of Representative and Capacity if not Registered Holder
Attach additional documents, if applicable

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Additional details or questions

Name of Registered Securityholder*
(enter the name exactly as it appears on your certificate or DRS statement)
Issuer and Securities Issued*
Email Address*
example@example.com
Approximate Value of Transfer*
Note: Odyssey can provide up to $2M CAD value per transfer per day.
How did you hear about us? (Referred by)
Note: We can not process non-Odyssey client requests at this time.
Completed (but not signed) Stock Transfer Form - Upload Here*

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Current Dated DRS Statement or Proof of Physical Security (Certificate Scan)*

Attach DRS file or upload a photograph of your security
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Proof of Authority to Sign (if applicable):

Attach file or photograph of Corporate Documents
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If you're submitting proof of authority to sign, please note below which section (s) or pages pertain to signing authority.

We cannot move your shares into a brokerage or financial institution for you directly.

If you wish to deposit your shares with a broker or financial institution, you must first provide them with your certificate or DRS statement and they will explain the process to deposit your shares with them.

Are the securities public (listed on an exchange) or private?*

PublicPrivate

Are the shares restricted with a 1933 Act legend or a restriction that has not expired yet?*

YesNo

The securities are registered to:*

INDIVIDUAL(S)CORPORATION OR PARTNERSHIPTRUST (trustee not specified)
Public shares, Registered one or more individuals or individual trustee

To complete a transfer the following must be submitted to Odyssey:
- The attached Securities Transfer Form duly completed, signed, and properly guaranteed.
- 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".

All original documents must be delivered to Odyssey Trust Company at the address noted below.

Odyssey Trust Company
Trader’s Bank Building
1100 - 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 contact.odysseytrust.com, select “I am a Shareholder or the holder of other Securities” and then “Medallion Guarantee Appointment”.
Private shares, Registered one or more individuals or individual trustee

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).
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
1100 - 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 contact.odysseytrust.com, select “I am a Shareholder or the holder of other Securities” and then “Medallion Guarantee Appointment”.
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
1100 - 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 contact.odysseytrust.com, select “I am a Shareholder or the holder of other Securities” and then “Medallion Guarantee Appointment”.
Public, 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.
- 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".

All original documents must be delivered to Odyssey Trust Company at the address noted below.

Odyssey Trust Company
Trader’s Bank Building
1100 - 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 contact.odysseytrust.com, select “I am a Shareholder or the holder of other Securities” and then “Medallion Guarantee Appointment”.
Private, Registered to Trust without Trustee specified

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 Trust Agreement 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
1100 - 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 contact.odysseytrust.com, select “I am a Shareholder or the holder of other Securities” and then “Medallion Guarantee Appointment”.
Public, Registered to Trust without Trustee specified

To complete a transfer the following must be submitted to Odyssey:
- The attached Securities Transfer Form duly completed, signed, and properly guaranteed.
- 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 Trust Agreement must also be submitted.
The Securities Transfer Form is found at https://odysseytrust.com/faq, under "Forms".

All original documents must be delivered to Odyssey Trust Company at the address noted below.

Odyssey Trust Company
Trader’s Bank Building
1100 - 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 contact.odysseytrust.com, select “I am a Shareholder or the holder of other Securities” and then “Medallion Guarantee Appointment”.

I'd like to:

Request the status on a transferConfirm stops or restrictions on a certificate or validity of a DRS statementRequest Duplicate DRSReport a certificate or cheque as lostRequest instructions on how to remove the 1933 Act restriction or confirm the expiry of a restrictionRequest cost basisAsk a question not covered above

Name of Brokerage Firm/Institution Name*
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Name of Access Coordinator*

First NameLast Name
Email Address of Access Coordinator*
example@example.com
Authorized User Name

First NameLast Name
Authorized User Email
example@example.com
Once the above form is submitted, our team will review and create your firm's Gateway account. If anything is missing, we will reach out to you to obtain the required information. Additional information on the Gateway can be found here.

Name of Brokerage Firm*
Name of Registered Shareholder*
Your Email Address*
Securities Issuer/Issue*
Certificate Number(s)
Account Number on DRS Statement
Number of Securities Held
Cheque Number, if applicable
Additional details about your request
Attach additional documents:

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Name of Registered Plan holder*
Account Number
Address*
Email*
Phone Number*
Name of Authorized Representative if not Registered Holder
Additional Details or questions

Name and Firm name if legal counsel*
Title
Name of Issuer or Potential Client*
Services Required*
Email Address*
Phone Number

Please fill out the fields below to pay for your invoice online. Payment is accepted by Visa, Mastercard, American Express, or Discover.

If you have an inquiry, please email finance@odysseytrust.com.
Email*
example@example.com
Invoice or Shareholder Account Number*
Invoice Amount*

prevnext( X )
CADInvoice Total

Name of Unclaimed Property Owner*
(enter your name exactly as it appears on the claim notice you received from Odyssey)
Issuer & Securities Issue*
(e.g. ABC Mining Corp. common shares)
Certificate Number
Account Number on DRS Statement
Number of Securities Held
Current email address*
Current Mailing Address*
Postal / ZIP Code*
Former mailing address, if applicable
Name of Representative and Capacity if not Registered Holder
Attach additional documents, if applicable

Cancelof
Additional details or questions

If you are an Individual you may self-register for online access by clicking here.
If you are registering on behalf of an Entity, please fill in the form below.
Name of Registered Security holder*
(enter the name exactly as it appears on your certificate or DRS statement)
Issuer & Securities Issue*
(e.g. ABC Mining Corp. common shares)
Certificate Number
Account Number on DRS Statement
Number of Securities Held
Current Email Address*
Current Mailing Address*
Postal / ZIP Code*
Former mailing address, if applicable
Name of Representative and Capacity*
Attach a copy of one of the following documents to verify the authorized signatory: Operating Agreement, Corporate Resolution, Resolution of Sole Director, or Partnership Agreement*

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Additional details or questions

Please fill out the form located here and submit it to the address below along with the physical certificate.

Odyssey Trust Company

Attn: Securities

1100 - 67 Yonge St

Toronto ON M5E 1J8
Should be Empty:

Note: We can not process non-Odyssey client requests at this time.