EMD Support Tools
We encourage Exempt Market Dealers to use the links below.
Western Pacific Trust
Western Pacific Trust Company has approved the bonds of Yesterpay Holdings Inc. for acceptance into self-administered RRSPs and TFSAs for which WPTC acts as trustee | www.WesternPacificTrust.com
Questrade has approved the bonds of Yesterpay Holdings Inc. for acceptance into self-administered RRSPs and TFSAs for which Questrade acts as trustee | www.Questrade.com
As of Feb. 2020
Questrade now requires an Exempt Market Dealer Letter of Direction (attached) to ensure there is an exempt market dealer on record for every purchase made and to ensure a client has gone through suitability, due diligence and KYC.
Please also note the following investor requirements:
Investor must be a resident of Canada
Investment account must maintain at least a $1000 balance in cash (not accounting for the cost of the investment itself)
Investors cannot make a purchase, share deposit or transfer in an exempt market product or private placement in an RESP, annuity or locked in account (ex. RIF, LIF, LIRA, Locked-in-RRSP)
Purchases can only be made in a retirement account if the redemption date of the exempt market product or private placement is prior to the investor turning 71
All purchase documents required by Questrade must have an original hand signature made by the client/issuer. Electronic signatures on any purchase document will not be accepted. Questrade will accept a scanned PDF copy of the required purchase documents.
If there are any questions, please contact productsupport@ Questrade.com
Olympia Trust Documents
Letter of Indemnity and Direction | Corporate, Individual or Joint Account
Letter of Indemnity and Direction | Registered
Olympic Trust Company Contact List
Letter of Authorization
Purchase Instruction Form
PCS Exempt Market
Expense Submission Documents
Please download the excel template below, and follow the instructions outlined in the PDF.
Expense Template (Excel)
Travel and Entertainment Expense Submission Policy (PDF)
Frequently Asked Questions for EMD's and Representatives
The document contains answers to frequently asked questions regarding completion of subscription agreements
Yesterpay FAQ Cheat Sheet
Outdated Subscription Agreements
If you have an outdated subscription agreement from a previous Offering Memorandum, you can update it by downloading this 3 page document. You (the dealer representative), will have to update the agreement and have your client initial page 2 and sign page 3. The submit the new form with the old subscription agreement.
Offering Summary Signature Page
Full Generic Subscription Agreements
If you are looking for a PDF Enterable Form for the complete subscription agreement package. The two links below provide these forms.
The two documents can be utilized by EMD's and Representatives to promote Yesterpay