Accredited Investor Status Questionnaire
Units of the Fund are offered to qualified investors resident in the provinces and territories of Canada (the “Offering Jurisdictions”) pursuant to applicable exemptions from the prospectus requirements of the securities laws in the Offering Jurisdictions. Qualified investors must rely on one of the following exemptions available to purchase units of the Fund:
The Fund will accept subscriptions from investors who qualify as an “accredited investor” under National Instrument 45-106. Some of the most common ways to qualify as an accredited investor are:
Complete list of the accredited investor criteria
To qualify as an “accredited investor” under NI 45-106, the subscriber, or one or more beneficial purchasers for whom the subscriber is acting, is one of the following:
“accredited investor” means
“bank”means a bank named in Schedule I or II of the Bank Act (Statutes of Canada, 1991, chapter 46).
“Canadian financial institution”means
“eligibility adviser” means
“EVCC” means an employee venture capital corporation that does not have a restricted constitution, and is registered under Part 2 of the Employee Investment Act (British Columbia), R.S.B.C. 1996 c. 112, and whose business objective is making multiple investments.
“financial assets” means
“fully managed account” means an account of a client for which a person makes the investment decisions if that person has full discretion to trade in securities for the account without requiring the client’s express consent to a transaction.
“investment fund” means a mutual fund or a non-redeemable investment fund, and, for greater certainty in British Columbia, includes an EVCC and a VCC.
“non-redeemable investment fund” means an issuer