Avenue Living Core Trust (CAD) Subscription Agreement
Accredited Investor
New Account
Yes
No
Prepare Date - Year
Prepare Date - Short Year
Prepare Date - Month
Prepare Date - Day
Dealer's Name
Name of DR.
DR's Tel. Number
Please enter a valid phone number.
DR's Email Address
example@example.com
Client Type
Individual
Corporation
Client's Last Name
Client's First Name
Client's Birthday
Client's Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Client's Tel. Number
Please enter a valid phone number.
Client's Email Address
example@example.com
Client's SIN Number
Investment Amount
Investment Type
Please Select
Open
TFSA
RRSP
RESP
Olympia Trust Account Number
Distribution Option
DRIP
Cash deposit into bank account (need void check)
Individual Checklist
KYC Form
Signed Sub. Agreement
ID
Risk Acknowledgement Form
LOD
Cheque payable to issuer
Corporation Checklist
Certificate of Incorporation, Notice of Articles
Trust Declaration
Resolution of Officers and Directors
ID of Signing Authority
OM Date
-
Month
-
Day
Year
Date
Client is a "registrant"
Yes
No
Client is an "insider " of the fund
Yes
No
Accredited Investor Status
Registered Advisor
Financial Asset over 1,000,000
Net Asset over 5,000,000
Income over 200,000 or Family Income over 300,000
Client's Tax Residence
Tax resident of Canada
Tax resident of US
Tax resident of other country
Full Name
Jurisdiction of Tax Residence
Reason for no TIN
Fund Name
Exemption Type
Non-resident Month
Non-resident Day
Non-resident Year
Non-resident Name
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