Vertex One - Private Wealth

New Investors

New private wealth clients are required to fill out a questionnaire form in addition to the appropriate purchase forms. The client questionnaire must be delivered, along with the purchase form, to the office of Vertex One Asset Management Inc. by fax or mail prior to the purchase deadline.

Type of Account	Requirements	Subscriber Form
Individuals and Joint Accounts	Government issued picture identification in the form of a valid driver’s license or passport	BC, AB, SK, MB, ON, NS, NB, PEI Other provinces
Corporations and Other Entities	A copy of the Certificate of Incorporation Photo I.D. of individuals with signing authority A Director’s Resolution A Trust Deed	BC, AB, SK, MB, ON, NS, NB, PEI Other provinces

Type of Account

Requirements

Subscriber Form

Individuals and Joint Accounts

Government issued picture identification in the form of a valid driver’s license or passport

BC, AB, SK, MB, ON, NS, NB, PEI

Other provinces

Corporations and Other Entities