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 | |
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| FORM 1 (IFRS) – as amended December 15, 2018 |  |
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| The Form 1 Reference Manual | |
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| “Bare Trustee” Custodial Agreement (Schedule A to MSN-0058) | |
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| Other Custodial Agreements: | Language | |
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| Agent’s Agreement (MFDA Staff Notice MSN-0011) | Language | |
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| Agreement made pursuant to MFDA Rule 2.4.1 (Payment of Commissions to Unregistered Corporation) (Schedule A to MSN-0072) | |
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| Other Documents | Language | |
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| The Benefits of Working with an MFDA Member | |
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| Client Complaint Information (MFDA Staff Notice MSN-0073) | |
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| Confirmation of Completion of New Registrant Training and Supervision Program (MFDA Policy No. 1) | |
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| Consent to Release of MFDA Enforcement Activity History and Release from Liability | |
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| Protect Yourself from Fraud (client brochure) | |
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| Pre-Delivery of Fund Facts (client brochure) | |
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| Undertaking Preferred Shares (MFDA Staff Notice MSN-0013) | |
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| Uniform Guarantee by Members and Related Members | |
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| Membership Application Package | Language | |
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Dual Registration |
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