License and Permit Bonds/Customs & Excise Bonds

Up to $25,000

• Application -Select Province of Client Location
• Please Click Here if additional signature is required on the Indemnity Agreement

Over $25,000

• Application -Select Province of Client Location 
• Please Click Here if additional signature is required on the Indemnity Agreement
• Attach latest year-end financial statements
• Personal Net Worth Statement - complete if sole proprietor or new company less than 2 years

Province of Alberta Applicants

Pursuant to the Guarantees Acknowledgement Act of Alberta, all personal indemnities must be accompanied by a signed Certificate of Notary Public
Exception: Sole proprietors signing on behalf of themselves are exempt from this requirement

• Certificate of Notary Public

Other Bond Types

• Lottery Bonds
• Securities Act Bonds
• Tobacco Tax Bonds
• Trustee in Bankruptcy
• Carnet Bonds

Please contact us for more information about these bond types.

Fiduciary Bonds

Administration, Foreign Executors Bonds

• Application -Select Province of Client Location
• Please Click Here if additional signature is required on the Indemnity Agreement

Please submit the following documents with your Application:

• Personal Net Worth Statement 
• Certificate of Independent Legal Advice is required for bonds over $150,000 CAD
• Copy of the Will, if applicable
• Copy of application to Court or Office of the Public Guardian and Trustee
• Affidavits and/or Court Orders
• Copies of all related correspondence

Guardianship Bonds / Committee Bonds

• Application -Select Province of Client Location
• Please Click Here if additional signature is required on the Indemnity Agreement

Please submit the following documents with your Application:

• Personal Net Worth Statement 
• Certificate of Independent Legal Advice is required for bonds over $150,000 CAD
• Copy of the Management Plan, approved by the Public Guardian or Trustee / Scheme of Management of Estate Assets
• Copy of the Application to Replace the Public Guardian and Trustee as Statutory Guardian of Property
• Documentation from the Public Guardian and Trustee Office with respect to the appointment or refusal of the applicant as Statutory Guardian
• Copy of Will, if applicable
• Consent(s) to appointment of Guardian by next-of-kin / Consents of beneficiaries

Lost Instrument Bonds

Up to $100,000

• Application -Select Province of Client Location
• Please Click Here if additional signature is required on the Indemnity Agreement

 Please submit the following documents with your Application:

• Copy of letter from Transfer Agent confirming the stop transfer, must be dated within last twelve (12) months
• Copy of the duly executed in triplicate and notarized Affidavit of Loss
• If this submission involves an estate matter, certified notarial copies of all relative documentation granting legal fiduciary representation; ie - Letters Probate, Letters of Administration, Granted Powers of Attorney, Trusteeship etc. must be provided 

Over $100,000 in addition to the above

• If applicant is a public corporation, copy of latest year-end financial statements
• If applicant is a private company, copy of latest year-end financial statements and Personal Net Worth Statement of all major shareholder(s)
• If applicant is an individual, Personal Net Worth Statement 
• Certificate of Independent Legal Advice may be required

Waiver of Probate Bonds

Up to $100,000

• Application - Select Province of Client Location
• Please Click Here if additional signature is required on the Indemnity Agreement

 Please submit the following documents with your Application:

• Notarial copy of deceased's Death Certificate and Copy of the Will, if applicable
• Copy of letter from Transfer Agent confirming the requirement for Waiver of Probate Bond (Letter of Indemnity), must be dated within last twelve (12) months

Over $100,000 in addition to the above

• Personal Net Worth Statement

• Certificate of Independent Legal Advice is required for bonds over $250,000 CAD

Select Bonds are available for Lawyer Representatives and Consumers to apply online.
Click here for more information.