Purchases of units in British Columbia, Alberta, Saskatchewan, Manitoba and Ontario can be made directly with Capital Direct Financial Ltd, through a Financial Advisor or on-line brokerage firm.
Subscriptions from all other provinces and territories must be made through a Financial Advisor or on-line brokerage firm.
For an information package, simply call 1-800-625-7747
or use our self service option below.
or use our self service option below.
| If you are a resident in British Columbia, Alberta, Saskatchewan, Manitoba and Ontario, subscriptions can be made directly through Capital Direct Financial Ltd. (www.cdfinancial.com), through a Financial Advisor or on-line brokerage firm. | |
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If you are a resident in British Columbia, Alberta, Saskatchewan, Manitoba and Ontario and want to purchase directly through Capital Direct Financial (www.cdfinancial.com),
call us at 1-800-625-7747, and we'll do the legwork for you.
Once CDFL is registered as a dealer, prior to processing your next investment, you and a CDFL DR will have a comprehensive discussion about your personal circumstances, including your investment needs and objectives, financial situation, investment knowledge, experience, and risk tolerance. Providing this information will enable a CDFL DR to assess the suitability of your contemplated CDIT purchase. You will also continue to have the option of purchasing through other dealers that offer CDIT, where you may already have a relationship and/or CDIT can be held as part of a larger portfolio. Following registration, we will be required to have a more detailed purchase and review process, but it will also provide increased regulatory oversight for investors. With the adoption of industry leading dealer functionality and processes, CDFL will easy you through the transition. |
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To proceed with your purchase your Dealing Representative will help you complete the  Subscription Agreement
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Provide a certified cheque or bank draft payable in Canadian Funds to "Capital Direct Management Ltd." otherwise to the intermediary** where purchase is being made. |
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** such as Computershare Trust Company/Olympia Trust |
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| If you are a resident in British Columbia, Alberta, Saskatchewan, Manitoba and Ontario, subscriptions can be made directly through Capital Direct Financial Ltd. (www.cdfinancial.com), through a Financial Advisor or on-line brokerage firm. | |
|
If you are a resident in British Columbia, Alberta, Saskatchewan, Manitoba and Ontario and want to purchase directly through Capital Direct Financial (www.cdfinancial.com),
call us at 1-800-625-7747, and we'll do the legwork for you.
Once CDFL is registered as a dealer, prior to processing your next investment, you and a CDFL DR will have a comprehensive discussion about your personal circumstances, including your investment needs and objectives, financial situation, investment knowledge, experience, and risk tolerance. Providing this information will enable a CDFL DR to assess the suitability of your contemplated CDIT purchase. You will also continue to have the option of purchasing through other dealers that offer CDIT, where you may already have a relationship and/or CDIT can be held as part of a larger portfolio. Following registration, we will be required to have a more detailed purchase and review process, but it will also provide increased regulatory oversight for investors. With the adoption of industry leading dealer functionality and processes, CDFL will easy you through the transition. |
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To proceed with your purchase your Dealing Representative will help you complete the Subscription Agreement as well as the Computershare Trust Company Investment Instructions for Securities of Private Issuers Form |
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Provide a certified cheque or bank draft payable in Canadian Funds to "Capital Direct Management Ltd." otherwise to the intermediary** where purchase is being made. |
|
** such as Computershare Trust Company/Olympia Trust |
|
| If you are a resident in British Columbia, Alberta, Saskatchewan, Manitoba and Ontario, subscriptions can be made directly through Capital Direct Financial Ltd. (www.cdfinancial.com), through a Financial Advisor or on-line brokerage firm. | |
|
Call Us at 1-800-625-7747, and we'll do the legwork for you.
Once CDFL is registered as a dealer, prior to processing your next investment, you and a CDFL DR will have a comprehensive discussion about your personal circumstances, including your investment needs and objectives, financial situation, investment knowledge, experience, and risk tolerance. Providing this information will enable a CDFL DR to assess the suitability of your contemplated CDIT purchase. You will also continue to have the option of purchasing through other dealers that offer CDIT, where you may already have a relationship and/or CDIT can be held as part of a larger portfolio. Following registration, we will be required to have a more detailed purchase and review process, but it will also provide increased regulatory oversight for investors. With the adoption of industry leading dealer functionality and processes, CDFL will easy you through the transition. |
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To proceed with your purchase your Dealing Representative will help you complete the Subscription Agreement as well as the Olympia Trust Letter of Indemnity & Direction Form.
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Provide a certified cheque or bank draft payable in Canadian Funds to "Capital Direct Management Ltd." otherwise to the intermediary** where purchase is being made. |
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** such as Computershare Trust Company/Olympia Trust |
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If you are already a unitholder of the Capital Direct I Income Trust, you may register for the Distribution Re-Investment Plan (DRIP). If you are not a unitholder yet, please select Regular Investment, or one of the Registered Investment options to open an account. |
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The Distribution Re-Investment Plan (DRIP) enables unitholders to re-invest the quarterly distributions they receive and purchase additional units of the Trust. |
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To proceed with your purchase your Dealing Representative will help you complete the Authorization Form.
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Return the signed Authorization Form to us by fax at 604-430-3287 or by mail to 305 - 555 West 8th Ave, Vancouver, BC, V5Z 1C6. |
| If you are a resident in British Columbia, Alberta, Saskatchewan, Manitoba and Ontario, subscriptions can be made directly through Capital Direct Financial Ltd. (www.cdfinancial.com), through a Financial Advisor or on-line brokerage firm. | |
|
If you are a resident in British Columbia, Alberta, Saskatchewan, Manitoba and Ontario and want to purchase directly through Capital Direct Financial (www.cdfinancial.com),
call us at 1-800-625-7747, and we'll do the legwork for you.
Once CDFL is registered as a dealer, prior to processing your next investment, you and a CDFL DR will have a comprehensive discussion about your personal circumstances, including your investment needs and objectives, financial situation, investment knowledge, experience, and risk tolerance. Providing this information will enable a CDFL DR to assess the suitability of your contemplated CDIT purchase. You will also continue to have the option of purchasing through other dealers that offer CDIT, where you may already have a relationship and/or CDIT can be held as part of a larger portfolio. Following registration, we will be required to have a more detailed purchase and review process, but it will also provide increased regulatory oversight for investors. With the adoption of industry leading dealer functionality and processes, CDFL will easy you through the transition. |
|
To proceed with your purchase your Dealing Representative will help you complete the Subscription Agreement
|
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Contact your BlueShore Financial representative for assistance in completing the bank forms and a certified cheque or bank draft payable in Canadian Funds to "Capital Direct Management Ltd." otherwise to the intermediary** where purchase is being made. |
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** such as Computershare Trust Company/Olympia Trust |
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British Columbia or Newfoundland Subscriptions may be made directly with Capital Direct Financial (www.cdfinancial.com) (BC ONLY), through a Financial Advisor or on-line brokerage firm.
* BCI 32-517 is not required if purchasing through a Financial Advisor or on-line brokerage firm. |
Alberta, Saskatchewan, Ontario, Quebec, Subscriptions must be made through a Financial Advisor or on-line brokerage firm.
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Manitoba, Prince Edward Island, Yukon, Subscriptions must be made through a Financial Advisor or on-line brokerage firm.
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