Investors

RESTRICTED AREA

Access to certain areas of our website is restricted to qualified investors.

The contents of this page are intended for use only by persons who qualify as “accredited investors”. Under Canadian securities legislation (National Instrument 45-106 – Prospectus Exemptions or, in Ontario, the Securities Act (Ontario)) a person qualifies as an accredited investor if any of the criteria listed below are met. If you are unsure whether you qualify as an accredited investor, please consult your dealer or other qualified financial or legal advisor.

a) An individual who, either alone or with a spouse, beneficially owns financial assets (cash, securities, etc.) having an aggregate realizable value that (before taxes, but net of any related liabilities) exceeds $1,000,000.

b) An individual who, either alone or with a spouse, has net assets of at least $5,000,000.

c) A person (including a corporation), other than an individual or investment fund, that has net assets of at least $5,000,000 as shown on its most recently prepared financial statements.

d) An individual whose net income before taxes exceeded $200,000 in each of the 2 most recent calendar years and who reasonably expects to exceed that net income level in the current calendar year.

e) An individual whose net income before taxes combined with that of a spouse exceeded $300,000 in each of the 2 most recent calendar years and who reasonably expects to exceed that net income level in the current calendar year.

f) A person acting on behalf of a fully managed account managed by that person, if that person is registered or authorized to carry on business as an adviser or the equivalent under the securities legislation of a jurisdiction of Canada or a foreign jurisdiction.

g) A trust established by an accredited investor for the benefit of the accredited investor’s family members of which a majority of the trustees are accredited investors and all of the beneficiaries are the accredited investor’s spouse, a former spouse of the accredited investor or a parent, grandparent, brother, sister, child or grandchild of that accredited investor, of that accredited investor’s spouse or of that accredited investor’s former spouse.

h) A person in respect of which all of the owners of interests, direct, indirect or beneficial (except the voting securities required by law to be owned by directors) are persons that are accredited investors.

i) An individual registered or formerly registered under the securities legislation of a jurisdiction of Canada as a representative of a registered adviser or dealer (other than an individual formerly registered solely as a representative of a limited market dealer under the Securities Act (Ontario) or the Securities Act (Newfoundland and Labrador)).

j) A person that is recognized or designated by the applicable securities regulatory authority in the relevant jurisdiction as an accredited investor.

k) Certain types of entities that meet the applicable requirements in the legislation, including (but not limited to) financial institutions and their subsidiaries, firms registered under Canadian securities legislation, governments and their agencies, regulated pension funds, investment funds, trust companies and registered charities.

Please note that if you are a resident of Canada, in a province other than Ontario, British Columbia or Quebec, and if you decide to invest in a fund managed by Forum Asset Management Inc., you will need to do so through a registered dealer in your province of residence.

Privacy Policy

Disclaimer and Terms of Use

By using this website, you are agreeing to be bound by the terms of use provided below, including any subsequent amendments:

 

FMS Capital Trust (“FMS”) has done its best to provide information on this website which is reliable, however FMS does not guarantee the information is “up-to-the-minute”, timely and accurate and FMS does not assume any responsibility or liability whatsoever for publishing it here. This website is not to be seen as a form of promotion or a solicitation to purchase our products. This website has been produced as a source of general information only. Changes will be made periodically to update information. Links to other sites on the World Wide Web are not maintained by FMS. Therefore, FMS assumes no responsibility for the content of any linked sites. Access to links is provided for convenience only. FMS disclaims any responsibility for the content of other websites and does not endorse any opinions expressed on other sites.

 

Copyright
All material on this Website is protected by copyright, trademark, and other laws. By using this website, you agree you shall:

 

•    Not copy, reproduce, republish, upload, post, transit or distribute the materials from this website except for your personal, non-commercial use only;

 

•    Use the materials solely for lawful purposes; and

 

•    Not create derivative works from, exploit or modify the materials in any way.

 

Privacy and Collection and Usage of Data

By accessing, browsing or using this website, you acknowledge that some information may be collected automatically by the software that operates our website, including your device’s Internet Protocol address (i.e. IP address), browser type, browser version, the pages of our website that you visit, the time and date of your visit, the time spent on those pages, unique device identifiers and other diagnostic data.

 

FMS will retain usage data for internal analysis purposes. Usage data is generally retained for a shorter period of time, except when this data is used to strengthen the security or to improve the functionality of this website, or we are legally obligated to retain this data for longer time periods.

 

This information is used by our technical engineers to compile aggregate statistics about the total number of daily visits to our website, the pages most frequently visited, and how long people stay on each page. We may share or transfer usage data, analytics and information collected through this website with our affiliates, including FMS Manager LP, the manager of FMS, and its affiliates.

 

Links to Other Websites

This website may contain links to other websites that are not operated by FMS. If you click on a third party link, you will be directed to that third party’s site. We strongly advise you to review the Privacy Policy of every site you visit.

 

We have no control over and assume no responsibility for the content, privacy policies or practices of any third party sites or services.

 

Changes to this Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page.

 

You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.