MFDA Forms are available in both French and English, and can be viewed and/or printed by clicking on the appropriate language link below.
| Financial Documents | Language | |
| FORM 1 (IFRS) – as amended December 15, 2018 |   |   |
| The Form 1 Reference Manual | | |
| “Bare Trustee” Custodial Agreement (Schedule A to MSN-0058) | | |
| Other Custodial Agreements: | ||
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| Agent’s Agreement (MFDA Staff Notice MSN-0011) | ||
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| Agreement made pursuant to MFDA Rule 2.4.1 (Payment of Commissions to Unregistered Corporation) (Schedule A to MSN-0072) | | |
| Other Documents | ||
| The Benefits of Working with an MFDA Member | | |
| Client Complaint Information (MFDA Staff Notice MSN-0073) | | |
| Confirmation of Completion of New Registrant Training and Supervision Program (MFDA Policy No. 1) | | |
| Consent to Release of MFDA Enforcement Activity History and Release from Liability | | |
| Protect Yourself from Fraud (client brochure) | | |
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| Pre-Delivery of Fund Facts (client brochure) | | |
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| Limited Trading Authorization (MFDA Bulletin #0773-P) | | |
| MFDA Investor Protection Plan Brochure (MFDA Bulletin #0175-M) | | |
| Undertaking Preferred Shares (MFDA Staff Notice MSN-0013) | | |
| Uniform Guarantee by Members and Related Members | | |
| MFDA Membership Application Package | ||
| MFDA Membership Application Package (complete) | | |
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