Open Access Member Forms

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Declaration of Trust and Authorization Forms

How to Submit Your Forms

Email

Download the form you wish to submit. You may choose to complete it electronically in PDF format, or print and fill out by hand. Sign the form and submit by email to inquiry@openaccessltd.com .

By Mail or Fax

Download the form you wish to submit. You may choose to complete it electronically in PDF format, or print and fill out by hand. Sign the form and submit by fax to (416) 955-4878 or by mail at the address below:

Open Access Limited 302 Bay Street, Suite 503-01, Toronto, ON, M5H 0B6

Personal Information Forms

Investor Profile

Click here to download form

This form is for first time members and will tell us which of our nine CAP Portfolios is the most appropriate for you. It also appoints Open Access as your discretionary investment manager.

Investor Profile Update

Click here to download form

Complete this form to update your Investor Profile on an annual basis. This will tell us if your CAP Portfolio needs to change.

Information Change

Click here to access the link

Use this link to notify us of changes to your personal information.

Members can use this form to make the following changes:

Address
Beneficiaries
Business phone number
Personal phone number
SIN
Name
Email

Trusted Contact Person

Click here to access the link

Use this link to designate your Trusted Contact Person (TCP).

A TCP is your financial emergency contact — they can’t access your account or make decisions, but Open Access may reach out if there are concerns about your well-being, unusual activity, or to confirm details. Your TCP must be 18 or older, not your advisor, and not someone who already holds Power of Attorney. Choose a trusted, reliable person.