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Physical Share Transfer Form
"I need a Physical Share Transfer Form for transferring 10,000 common shares from my private corporation to my adult children, with the transfer to be completed by March 15, 2025, and the shares to be split equally between my three children."
1. Transfer Details: Essential information including the number and class of shares being transferred, certificate numbers, and consideration amount
2. Transferor Information: Full legal name, address, and contact details of the current shareholder(s)
3. Transferee Information: Full legal name, address, and contact details of the person(s) receiving the shares
4. Company Information: Legal name of the company, corporation number, and registered office address
5. Declarations: Statements confirming ownership, authority to transfer, and absence of encumbrances
6. Execution Block: Signature spaces for transferor, transferee, and witness with date fields
1. Spousal Consent: Required in cases where shares are matrimonial property in certain provinces
2. Corporate Authorization: Required when transferor or transferee is a corporation, including corporate secretary certification
3. Power of Attorney: Required when transfer is executed by an attorney on behalf of transferor or transferee
4. RRSP/TFSA Declaration: Required when shares are held in registered accounts
5. Non-Residency Declaration: Required for non-resident transferors for tax purposes
1. Share Certificate: Copy of original share certificate(s) being transferred
2. Board Resolution: If required, copy of board resolution approving the transfer
3. ID Verification: Copies of government-issued ID for anti-money laundering compliance
4. Supporting Documentation: Any additional documents required (e.g., death certificate for estate transfers, marriage certificate for spousal transfers)
Authors
Financial Services
Banking
Investment Management
Legal Services
Corporate Services
Professional Services
Securities Trading
Private Equity
Venture Capital
Family Offices
Wealth Management
Legal
Corporate Secretariat
Compliance
Finance
Corporate Services
Investment Operations
Administrative Services
Shareholder Services
Registry Services
Corporate Governance
Corporate Secretary
Legal Counsel
Transfer Agent
Compliance Officer
Securities Lawyer
Investment Advisor
Wealth Manager
Corporate Lawyer
Company Director
Chief Financial Officer
Executive Assistant
Paralegal
Stock Transfer Specialist
Corporate Services Manager
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