Stacey Muirhead Captial Management

Open an Account

How to invest in the Stacey Muirhead RSP Fund

Investing in Stacey Muirhead RSP Fund is open to Canadian resident investors with a minimum initial investment of $150,000. The Fund is open for subscription on the first day of each month.

To Open a Stacey Muirhead RSP Fund Account

Follow the steps noted below. If you have any questions or concerns, please feel free to contact us and we will be happy to walk you through the process. If you would like us to send you paper copies of the forms, please contact our office at any time.

If you wish to transfer funds from an existing RRSP or RRIF account with another firm, please provide us with your most recent statement and we will prepare the appropriate form for your authorization. Please be aware that transfers may take your current issuer several weeks to process.

  1. Download and read the Stacey Muirhead RSP Fund Confidential Offering Memorandum.
  2. Download and complete the Unitholder Information form.
  3. Download and complete the applicable RRSP or RRIF Application form.
  4. Download and complete the Subscription Agreement.
  5. Write a cheque made payable to: “Stacey Muirhead RSP Fund”.
  6. Make a copy of each completed form for your records. Mail the original Unitholder Information form, RRSP or RRIF Application Form, Subscription Agreement and subscription cheque to:

    Stacey Muirhead Capital Management Ltd.
    20 Erb Street West, Suite 1200
    Waterloo, Ontario N2L 1T2

    The completed forms and subscription cheque must be received at the Stacey Muirhead Capital Management office by the end of the month prior to the subscription date. We will contact you to confirm receipt of the forms within 2 business days following their arrival at our office.

     

Subsequent subscriptions can be made on any subscription date:

  1. Download and complete the Subscription Agreement.
  2. Download and complete the Unitholder Information form.
  3. Write a cheque made payable to: “Stacey Muirhead RSP Fund”. 
  4. Make a copy of the forms for your records, and mail the original copies and subscription cheque to:

    Stacey Muirhead Capital Management Ltd.
    20 Erb Street West, Suite 1200
    Waterloo, Ontario N2L 1T2

    The completed forms and cheque must be received at the Stacey Muirhead Capital Management office by the end of the month prior to the subscription date. We will contact you to confirm receipt of the forms within 2 business days following their arrival at our office.

A complete list of Stacey Muirhead RSP Fund documents and forms can be found here.


NOTE: Our documents, forms and results are in PDF (Portable Document Format). To view them you will need to have the latest version of the Adobe Reader plug-in installed on your computer. The Reader can be downloaded at no cost from Adobe's web site.

Get Adobe Reader

 

 
 

Web Design by Eyelight (Waterloo, Ontario).

Delivering creative marketing services
for over 20 years.

www.eyelight.com ▪ 519.743.2600