AIMA Subscription Document Template for Retail Advisors, available for PDF & E-Signature

Published: 06 July 2020

In this virtual world, e-signatures have become more important than ever given the current limitations on in-person interactions. The Canadian regulators have also recognized the importance making the most of technological innovation to ease the investor experience, having published guidance to reiterate the flexibility and acceptance of e-signatures as recently as March 2019.

This subscription document template, in both PDF and electronic form, represent the culmination of many months of consideration by the AIMA Canada Subscription Document Template working group, led by Ron Kosonic, BLG LLP, Raj Tandon, Algonquin Capital, and Dennis MacPherson, SGGG Fund Services, alongside the platform created by Lazar Radenovic, Obsidian Solutions.

Join us on this webinar for an overview of the new template, the context for its format, highlights on the current regulations surrounding subscription documentation.


  • Ron Kosonic, Partner, Securities & Capital Markets (Investment Management), Borden Ladner Gervais LLP
  • Dennis MacPherson, Senior Vice-President, SGGG Fund Services
  • Lazar Radenovic, Director, Alpha Financial Markets Consulting
  • Raj Tandon, Founding Partner, Algonquin Capital