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What is Subscription Application

The Picton Mahoney Subscription Application is a business form used by individuals and corporations to subscribe to various Picton Mahoney funds.

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Who needs Subscription Application?

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Subscription Application is needed by:
  • Individuals interested in investing in Picton Mahoney funds.
  • Corporations looking to subscribe to investment products.
  • Financial advisors facilitating investment for clients.
  • Joint account holders including co-subscribers.
  • Anyone seeking to provide investor certification.

How to fill out the Subscription Application

  1. 1.
    To begin, access the Picton Mahoney Subscription Application on pdfFiller by searching for the form name in the search bar.
  2. 2.
    Once the form is open, familiarize yourself with the layout, including all fillable fields highlighted on the interface.
  3. 3.
    Before filling in the form, gather necessary documentation, such as identification and financial information including Social Insurance Number and Principal Business or Occupation.
  4. 4.
    Start entering your personal information in the specified fields, ensuring to include your 'Surname', 'First Name', and 'Initial'.
  5. 5.
    Input your contact details such as 'Street Address', 'City', 'Province', 'Postal Code', and 'Telephone'. Make sure this information is current and correct.
  6. 6.
    Continue to complete the 'Birth Date' and 'Country of Residence for Tax Purposes' sections accurately.
  7. 7.
    If you are a co-subscriber, have your details ready and complete the relevant fields, including 'Signature of Co-Subscriber'.
  8. 8.
    Don’t forget the dealer-related information; complete fields such as 'Dealer Name', 'Representative Name', and 'Dealer Authorized Signature' accordingly.
  9. 9.
    Review all filled entries carefully to avoid any errors that could delay processing.
  10. 10.
    Once satisfied with your inputs, save the completed form within pdfFiller or download it as a PDF.
  11. 11.
    To submit, follow the instructions for electronic submission provided on pdfFiller or print and mail it as might be required.
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FAQs

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Contact Support
Anyone interested in investing in Picton Mahoney funds, including individual investors and corporate entities, is eligible to use this subscription application.
You will need personal information such as your name, address, birth date, Social Insurance Number, and financial details relating to your investment.
You can submit the form electronically through pdfFiller or print it to send by mail, following the submission instructions provided on the platform.
Common mistakes include missing signatures, incorrect personal information, and not providing necessary documents like tax residency. Double-check fields before submission.
Processing times for the application can vary, but typically, you should expect a few business days for your submission to be reviewed.
Yes, the application requires signatures from the subscriber, a witness, and if applicable, a co-subscriber to validate the form.
There are usually no fees for filling out the Picton Mahoney Subscription Application itself, but potential investment fees may apply.

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