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Investment Documents

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Investment Documents

Accreditation Status Minimum Purchases ($) Documentation Needed
Accredited
Initial
25,000
Investment Application
Subsequent
5,000
Confirmation email to Arrow from investment advisor
Non-Accredited Exemption with
Risk Form (BC, NF/LB, NB, NS, only)
Initial
25,000
Investment Application Risk Form
Subsequent
5,000
Risk Form
Non-Accredited without Risk Form
Initial
150,000
Investment Application
Subsequent
150,000
Confirmation email to Arrow from investment advisor

For more information on accreditation status, please see our Frequently Asked Questions, contact your advisor or ask your regional Arrow sales representative.

Within 30 days of your trade date, please mail, email or fax a copy of the applicable investment application/risk form/confirmation email to:

Arrow Capital Management Inc., 36 Toronto St. #750, Toronto, ON M5C 2C5
info@arrow-capital.com
Fax 416-323-3199

For more information, please contact your regional Arrow sales representative.

Document Library

     
 
     
 
total items   18   items x page            
   
Document  
Arrow Capital Financial Statement Request Form.pdf
 
Arrow Investment Application - fillable.pdf
 
Arrow Investment Application.pdf
 
Arrow RIF Form.pdf
 
Arrow RSP Form.pdf
 
Discretionary Account Purchase Log.pdf
(Must attach an Investment Application signed by the Discretionary Advisor)
 
Documentation Submission Procedure Instructions.pdf
 
Investment Application - French.pdf
 
Offering Memorandum - April 1 2012.pdf
 
Offering Memorandum when Relying on OM Exemption.pdf
(Only for residents of British Columbia, Nova Scotia, New Brunswick and Newfoundland, and Labrador)
 
RIF - French.pdf
 
Risk Acknowledgement Form - (when relying on the OM Exemption).pdf
(Only for residents of British Columbia, Nova Scotia, New Brunswick and Newfoundland, and Labrador)
 
Risk Acknowledgement Form - fillable.pdf
 
RSP_French.pdf
 
Sample Investment Application.pdf
 
T-2033 Transfer Form.pdf
 
TFSA - French.pdf
 
TFSA Application.pdf
 
 
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Contact Information

Client Services
RBC Dexia Investors Services
Tel: 416.955.5771
Toll-Free: 866.261.6134
Fax: 416.955.5771

Sales & Head Office
Tel: 416.323.0477
Toll-Free: 877.327.6048
Fax: 416.323.3199
For General Information:
info@arrow-capital.com

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