Investment Procedure – Fundserv (QWE834)
AP Capital requires all Canadian investors to invest through approved Registrants; including Registered Dealers, Institutional Investors, Family Offices, Investment Dealers (IIROC), and Exempt Market Dealers (EMD). Dealing Representatives, Portfolio Managers and Investment Advisors from these firms discuss the suitability of AP Capital for each investor’s overall portfolio and assist in completing the subscription documents and purchase of securities. AP Capital Mortgage Investment Corporation (MIC) is available through the Offering Memorandum exemption in Canada. Class F shares are available through Fundserv (QWE834) and Class B shares through direct sales via EMDs.
AP Capital accepts new investment monthly on the 1st business day. With Financial Advisor assistance, investors complete the Subscription Agreement after reviewing the most recent Offering Memorandum. Registered investments (RRSP, TFSA etc) are also accepted and require a few extra steps via approved trustees.
Registrants, including Registered Dealers, Institutional Investors, Family Offices, Investment Dealers (IIROC) and Exempt Market Dealers (EMD), interested in marketing AP Capital Mortgage Investment Corporation to their clients are invited to contact us.