1. Complete the Non-Personal Account Application Form and have it signed by a director or individual with signing authority. Please also provide verified personal identification.
By signing the Account Application Form, clients are agreeing to all account terms and conditions outlined in the Client Agreements Booklet. All clients must read and agree to the terms and conditions of this document.
Download Non-Personal Account Application Form (357 KB – PDF)
2. Will you be applying for a Margin account?
Guarantee of Account Form (101 KB - PDF)
Note: For Corporations registered or operating In the province of Alberta this form must be notarized.
3. Please provide a Corporate Profile* from the governing jurisdiction of the corporation displaying the following:
registration date and
the names and address of all current directors.
* Must be dated within 6 months. Please visit the following
site for a listing of federal and provincial registrars that provide this service.
If the corporate profile does not list the current Directors/Signing Officers of the company, please submit additional documentation listing the names and addresses of all directors.
Examples include: internal resolution, registrar of directors, minutes from the board of directors meeting, copy of the latest Annual Return Proof of Filing Record, or a Corporate Profile from the Federal or Provincial registrar.
4. Will there be a second individual with trading or signing authority on the account?
5. All Trading Officers must complete and sign the Corporate Resolution Form
Download Corporate Resolution Form (102 KB - PDF)
6. Determine the beneficial ownership of the corporation (who owns it and what is their percentage of ownership). Each individual who beneficially owns greater than 10% interest, directly or indirectly, must complete the Beneficial Ownership Information Form and verified personal identification must be supplied.
Download Beneficial Ownership Information Form (65 KB - PDF)
7. Please provide a listing of full names and occupations of all directors of the corporation on the Listing of Directors Form.
Download Listing of Directors Form (28 KB - PDF)