Get 1 Ownership Type Quebec Only Non-spousal

Completing the 1 OWNERSHIP TYPE Quebec Only Non-Spousal form is an important step in ensuring proper investment documentation. This guide provides clear, step-by-step instructions to help you navigate each section of the form efficiently.

Follow the steps to successfully complete the form.

1. Press the ‘Get Form’ button to access the document. This will allow you to open the form in a suitable online format for completion.
2. Begin with the 'CLIENT INFORMATION' section by filling in your personal details such as name, marital status, date of birth, and contact information. Ensure that all fields are completed accurately.
3. In the 'IN TRUST FOR INFORMATION' section, enter the details of any individual who is being accounted for under this category, if applicable. Provide their name and date of birth.
4. Complete the 'RELATED PARTY DISCLOSURE' section by listing any related parties who have a financial interest or control over the account. This may include legal representatives or any other involved parties.
5. Proceed to the 'CLIENT INVESTMENT PROFILE' area. Select applicable KYC profiles based on your investment types, objectives, and risk tolerance. Input necessary percentages that total 100% and provide insights into your investment knowledge.
6. Review the 'RISK OF BORROWING TO INVEST' section and confirm your understanding of the risks associated with borrowed investments, if applicable.
7. Fill in the 'POLITICALLY EXPOSED FOREIGN PERSON (PEFP) DISCLOSURE' section if it applies. Ensure you disclose necessary information if applicable.
8. Complete the 'FOREIGN ACCOUNT TAX COMPLIANCE ACT (FATCA)' section by answering questions regarding your citizenship and tax compliance status as it pertains to U.S. regulations.
9. In the 'CLIENT SIGNATURE & ACKNOWLEDGEMENTS' section, review and sign the form to acknowledge the accuracy of your provided information. Ensure that the date is correctly recorded.
10. Finally, after all sections are complete, you can save changes made to the form, download, print, or share the document as needed.

Complete your documentation online to ensure a seamless investment process.