Investors

RESTRICTED AREA

Access to certain areas of our website is restricted to qualified investors.

The contents of this page are intended for use only by persons who qualify as “accredited investors”. Under Canadian securities legislation (National Instrument 45-106 – Prospectus Exemptions or, in Ontario, the Securities Act (Ontario)) a person qualifies as an accredited investor if any of the criteria listed below are met. If you are unsure whether you qualify as an accredited investor, please consult your dealer or other qualified financial or legal advisor.

a) An individual who, either alone or with a spouse, beneficially owns financial assets (cash, securities, etc.) having an aggregate realizable value that (before taxes, but net of any related liabilities) exceeds $1,000,000.

b) An individual who, either alone or with a spouse, has net assets of at least $5,000,000.

c) A person (including a corporation), other than an individual or investment fund, that has net assets of at least $5,000,000 as shown on its most recently prepared financial statements.

d) An individual whose net income before taxes exceeded $200,000 in each of the 2 most recent calendar years and who reasonably expects to exceed that net income level in the current calendar year.

e) An individual whose net income before taxes combined with that of a spouse exceeded $300,000 in each of the 2 most recent calendar years and who reasonably expects to exceed that net income level in the current calendar year.

f) A person acting on behalf of a fully managed account managed by that person, if that person is registered or authorized to carry on business as an adviser or the equivalent under the securities legislation of a jurisdiction of Canada or a foreign jurisdiction.

g) A trust established by an accredited investor for the benefit of the accredited investor’s family members of which a majority of the trustees are accredited investors and all of the beneficiaries are the accredited investor’s spouse, a former spouse of the accredited investor or a parent, grandparent, brother, sister, child or grandchild of that accredited investor, of that accredited investor’s spouse or of that accredited investor’s former spouse.

h) A person in respect of which all of the owners of interests, direct, indirect or beneficial (except the voting securities required by law to be owned by directors) are persons that are accredited investors.

i) An individual registered or formerly registered under the securities legislation of a jurisdiction of Canada as a representative of a registered adviser or dealer (other than an individual formerly registered solely as a representative of a limited market dealer under the Securities Act (Ontario) or the Securities Act (Newfoundland and Labrador)).

j) A person that is recognized or designated by the applicable securities regulatory authority in the relevant jurisdiction as an accredited investor.

k) Certain types of entities that meet the applicable requirements in the legislation, including (but not limited to) financial institutions and their subsidiaries, firms registered under Canadian securities legislation, governments and their agencies, regulated pension funds, investment funds, trust companies and registered charities.

Please note that if you are a resident of Canada, in a province other than Ontario, British Columbia or Quebec, and if you decide to invest in a fund managed by Forum Asset Management Inc., you will need to do so through a registered dealer in your province of residence.

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Disclaimer

1. This Site is intended to provide qualified or accredited investors, or their advisors, with general information and is not, and under no circumstances is to be construed as, a prospectus or advertisement or a public offering of the securities of MSSF. Any such offer or solicitation shall only be made at the time a qualified or accredited investor, in those jurisdictions where permitted by law, receives the Confidential Offering Memorandum relating to MSSF, which can be requested from a representative at privacyofficer@forummssf.com No reliance may be placed for any purpose on the information in this Site and no representation, warranty or undertaking, express or implied, is given as to the accuracy or completeness of the information or opinions contained in this Site. Before you invest in any fund, consider how the fund would work with your other investments and your tolerance for risk. Information on this Site is not intended to provide legal, accounting, financial, investment or tax advice, and should not be relied upon in that regard. MSSF and its affiliates will not be responsible in any manner for direct, indirect, special or consequential damages howsoever caused, arising out of the use of this Site. Every effort has been made to ensure that the material contained herein is accurate at the time of publication.  

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2. Certain statements contained in this Site constitute forward-looking information within the meaning of applicable securities laws (collectively, forward-looking information). All statements and disclosures, other than those of historical fact, that address activities, events, outcomes, results or developments that MSSF anticipates or expects may or will occur in the future (in whole or in part) should be considered forward-looking information. In some cases, forward-looking information can be identified by terms such as “future”, “may”, “will”, “would”, “expect”, “anticipate”, “believe”, “estimate”, “project”, “should”, “might”, “could” or other comparable terminology. Forward-looking information may relate to MSSF’s outlook and anticipated events or results and may include statements regarding MSSF’s future results, performance, achievements, prospects, costs, opportunities and financial outlook, including those relating to acquisition and capital investment strategies and the real estate industry generally. The forward-looking information contained in this Site reflects the current beliefs of Forum with respect to future events and is based on information currently available. The forward-looking information involves significant known and unknown risks, uncertainties and assumptions. Although the forward-looking information contained in this Site is based on assumptions Forum believes are reasonable as of the date hereof, there can be no assurance actual results will be consistent with this forward-looking information, and it may prove to be incorrect. Forward-looking information necessarily involves risks and uncertainties, many of which are beyond MSSF’s control, that may cause MSSF’s or the industry’s actual results, performance, achievements, prospects and opportunities in future periods to differ materially from those expressed or implied by such forward-looking information. Should one or more of these risks or uncertainties materialize, or should assumptions underlying the forward-looking information prove incorrect, actual results, performance or achievements could vary materially from those expressed or implied by the forward-looking information contained herein. Readers should not place undue reliance on the forward-looking information. Forum does not undertake to update any forward-looking statement that is contained in this Site or in other communications.  

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3. By accessing MSSF | Forum Make Space (forummssf.ca), you acknowledge and agree to be bound by the above terms of use. If you do not agree to these terms of use, please do not access this Site.

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We reserve the right, in our sole discretion, to modify, alter or otherwise update these terms of use at any time and you agree to be bound by such modifications, alterations or updates. The terms “Forum” and “we” refer to Forum Asset Management Inc. and its affiliates, as applicable.    

Forum Asset Management collects aggregate information web site traffic; for example, what pages consumers access or visit. This statistical information we collect is used for internal review and to improve the content of our web site. It is not shared with any other organizations for commercial purposes.   From time to time, we may use customer information for new, unanticipated uses not previously disclosed in our privacy notice.

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Forum Asset Management only collects Personal Information that you submit voluntarily when you provide your name, address and any other contact information you choose to provide, via any website forms on the website or via email. Such Personal Information is collected for the sole purpose of adding your name and contact information to Forum Asset Management’s mailing list in order to provide you with publications, promotions and updates. By providing Forum Asset Management with Personal Information on these portions of the Site, you consent to the collection and use of such information in accordance with this privacy statement. Forum Asset Management does not disclose any Personal Information to any third parties, except as required by law. If you are concerned about how your information is used, you should check back at our web site periodically.   If you supply us with your postal address or email address, you will only receive the information for which you provided us your postal address or email address.  

 

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