Alternative Solutions
Paperless Application Procedure
Arrow Capital’s electronic document process replaces the hard copy document process making it quicker and easier for you to complete the necessary Arrow documents for your fund purchase.
3-Minute Instructional Video / Quick Walk-Through
Arrow Capital Management becomes First Hedge Fund in Canada to go Paperless with Agreement Express by Recombo
January 10, 2012
With hundreds of hedge fund trades to process each month, Arrow Capital Management Inc. selected Agreement... Read More
All purchases of Arrow’s alternative investments must comply with the rules and regulations specific to each Canadian province or territory regarding accreditation.
Please refer to the table below or contact your regional sales representative to confirm if you qualify.
What You Need
Accreditation Status | Minimum Purchases ($) | Documentation Needed | |
---|---|---|---|
Accredited | Initial | 25,000 | Investment Application and Risk Acknowledgement Form (45-106F9) |
Subsequent | 5,000 | Risk Acknowledgement Form (45-106F9) | |
Non-Accredited (not available to individuals) | Initial | 150,000 | Investment Application |
Subsequent | 5,000 | Investment Application |
Note: An individual who beneficially owns 'financial assets' having an aggregate realizable value that, before taxes but net of liabilities, exceeds $5,000,000 are exempt from completing form 45-106F9.
Investment Documents
Document Type | Document Name |
---|
Taxable Distribution Summary | Arrow Funds Taxable Distribution Summary - 2019 |
Taxable Distribution Summary | Arrow Funds Taxable Distribution Summary - 2018 |
Taxable Distribution Summary | Arrow Funds Taxable Distribution Summary - 2017 |
Taxable Distribution Summary | Arrow Funds Taxable Distribution Summary - 2016 |
Account Opening Documents | Registered Investments Transfer Form |
Account Opening Documents | Arrow RIF Form |
Account Opening Documents | Arrow RSP Form |
Account Opening Documents | Arrow TFSA Form |
Account Opening Documents | KYC - Know Your Client Form |
Applications | Arrow Investment Application Discretionary |
Applications | Risk Acknowledgement Form 45-106F9 (for accredited investors) |
Applications | Arrow Investment Application Non-discretionary |
Offering Memorandums | Offering Memorandum |