Request a Quote | Majestic Fund Solutions

You are completing this questionnaire as:

An investment firm registered in CanadaAn investment firm registered in a foreign countryAn investment professional registered in CanadaAn investment professional registered in a foreign countryNone of the above / Other

Is your firm currently registered?

Yes, under IIROCYes, under a provincial regulatory organization (eg. OSC, AMF, BSCS, ASC, etc)?Not yet.None of the above / Other

In which registration category(ies) is your firm registered?

Portfolio ManagerInvestment Fund ManagerExempt Market DealerIIROC DealerOtherNot applicable

Is your firm currently managing investor assets?

YesNo

What is your main reason for contacting Majestic?

Structuring, launching and operation of new fundsOutsourcing IFM functions for existing fundsConnecting an existing fund to the FundServ networkOther

What type of investment strategy will the fund offer to investors?

How long is your real-time track record?

More than 3 yearsLess than 3 yearsNot applicable

Has your real-time track record been audited?

YesNoNot applicable

What are the expected assets under management of the fund on Day 1?

Less than 10M$Between 10M$ and 25M$Definitively more than 25M$I don't know

What are the expected assets under management of the fund after 12 months of its launch?

Less than 10M$Between 10M$ and 25M$Definitively more than 25M$I don't know

Please check all financial instruments to be held by the fund:

Public stocksBondsPrivate pooled fundsPublic pooled fundsDerivativesPrivate placementsOthers

What is the main reason that your firm is currently not managing an investment fund?

Too complicated or don’t have timeDo not hold the necessary licenses or don’t have the know-howPrevious estimates showed it was too expensiveWe do manage funds but would like to outsource the IFM roleOther

Please provide your contact information below and we will respond promptly.