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Request for Financial Statements In accordance with National Instrument 51102 Continuous Disclosure Obligations, registered and beneficial shareholders may elect annually to receive a copy of our
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How to fill out request for financial statements

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How to fill out a request for financial statements:

01
Start by gathering all the necessary information. This includes the name and contact information of the person or organization requesting the financial statements, as well as any specific details or requirements they may have.
02
Next, identify the entity or company for which you are requesting the financial statements. This could be a business, individual, non-profit organization, or any other entity that maintains financial records.
03
Specify the time period for which you need the financial statements. This could be a specific month, quarter, or year. Providing a clear timeframe will help ensure that you receive the relevant financial information.
04
Indicate the purpose or reason for requesting the financial statements. This could be for business analysis, tax filing, loan application, auditing, or any other legitimate need. Including the purpose will assist the party responsible for preparing the financial statements in addressing your specific requirements.
05
Include any additional instructions or details that are necessary for the preparation of the financial statements. This can include specific formats, supporting documents, or any other information that will help the preparer understand your needs accurately.

Who needs a request for financial statements:

01
Investors: Investors often require financial statements to assess the financial health and performance of a company before making investment decisions.
02
Lenders: Financial institutions and lenders require financial statements to evaluate the creditworthiness of borrowers and determine the risks involved in lending money.
03
Government agencies: Regulatory bodies and government agencies may need financial statements to ensure compliance with laws and regulations, conduct audits, or analyze economic trends.
04
Business partners: When entering into partnerships or collaborations, companies may request financial statements from potential partners to assess their financial stability and credibility.
05
Accountants and auditors: Professionals in accounting and auditing may require financial statements to analyze and verify the accuracy of financial records, as well as to identify potential issues or areas of improvement.
Overall, anyone with a legitimate need for financial information about an entity or individual can request financial statements. These statements provide valuable insights into the financial position, performance, cash flows, and other relevant information necessary for decision-making and analysis.
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Request for financial statements is a formal submission where an individual, organization, or entity requests to obtain the financial records of another party.
Any individual, organization, or entity that needs to access the financial information of another party may file a request for financial statements.
To fill out a request for financial statements, one must provide detailed information about the requesting party, the purpose of the request, and any specific financial records being requested.
The purpose of a request for financial statements is to obtain accurate and up-to-date financial information about a party for various reasons such as investment decisions, due diligence, or legal requirements.
The information reported on a request for financial statements may include balance sheets, income statements, cash flow statements, and any other relevant financial data.
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