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)
Accredited	Subsequent	5,000	Risk Acknowledgement Form (45-106F9)
Non-Accredited (not available to individuals)	Initial	150,000	Investment Application
Non-Accredited (not available to individuals)	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

Filter by Type:

Document Type	Document Name
Taxable Distribution Summary	Arrow Funds Taxable Distribution Summary - 2020
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

Please review the following and click on the "Accept" button to continue into the Arrow Capital web site.

Province Links go to provincial security site.	Minimum Investment When Relying On Accredited Investor Exemption (1)	Minimum Investment  Exemption (2)
Alberta	$25,000	$150,000
British Columbia	$25,000	$150,000
Manitoba	$25,000	$150,000
New Brunswick	$25,000	$150,000
Newfoundland & Labrador	$25,000	$150,000
Northwest Territories	$25,000	$150,000
Nova Scotia	$25,000	$150,000
Nunavut	$25,000	$150,000
Ontario	$25,000	$150,000
P.E.I.	$25,000	$150,000
Quebec	$25,000	$150,000
Saskatchewan	$25,000	$150,000
Yukon	$25,000	$150,000

(1) Accredited Investor Exemption

There is no regulatory minimum purchase amount requirement for investments in a Fund made by investors who qualify under the Accredited Investor Exemption. However, the minimum initial purchase amount established by the Manager for "accredited investors" is $25,000 (or such lesser amount that the Manager may accept from time to time).

The criteria for qualification as an "accredited investor" is defined in National Instrument 45-106 of the Canadian Securities Administrators and is set out in the Subscription Instructions of the Investment Application.

(2) Minimum Amount Exemption (not available to individuals)

The minimum amount for an initial investment in a Fund made by an investor purchasing under the Minimum Amount Exemption is $150,000 in each province and territory.

Disclaimer: Information about the Arrow Capital Management Funds is not to be construed as a public offering of securities in any jurisdiction of Canada. The offering of units of the Arrow Capital Management Funds is made pursuant to their respective offering memorandum only to those investors in jurisdictions of Canada who meet certain eligibility or minimum purchase requirements. Important information about the Arrow Capital Management Funds, including a statement of each fund's fundamental investment objective, is contained in their respective offering memorandum, a copy of which may be obtained from your dealer. Read the applicable offering memorandum carefully before investing. Unit values and investment returns will fluctuate.

Arrow Capital Management Funds are not guaranteed, their values change frequently and past performance may not be repeated.  ™ Arrow, Arrow Capital and Arrow Capital Management are all trademarks of Arrow Capital Management Inc. Experience. Intelligent Investing. is a trademark of Arrow Capital Management Inc. © All documents and information contained on this website are considered to be the copyright material of Arrow Capital Management Inc.

Search form