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Investor disclosure statement

Investor disclosure statement 2026

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The document is an Investor/Lender Disclosure Statement mandated by the Financial Services Commission of Ontario, outlining the disclosure duties of mortgage brokerages and administrators for brokered transactions. Effective January 1, 2009, it requires detailed disclosures regarding relationships, fees, risks, and potential conflicts of interest related to mortgage investments. It emphasizes the importance of understanding investment risks and obtaining independent legal advice before committing to any mortgage investment.

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Click ‘Get Form’ to open the Investor Disclosure Statement in the editor.
Begin by filling in the transaction number at the top of the form. This is essential for tracking your investment.
In the 'Caution' section, read through the risks associated with mortgage investments. Acknowledge your understanding by signing where indicated.
Complete the 'Declaration by the Mortgage Brokerage' section. Ensure you provide accurate information regarding relationships and interests related to the mortgage.
Fill out 'Information Disclosure Summary' carefully, detailing property specifics, mortgage particulars, and borrower information. Pay attention to fees and attached documents required for review.
Finally, review all sections for completeness and accuracy before saving your form. Ensure you keep a copy for your records.

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