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This form is no longer used following the transfer of non-qualified syndicated mortgage investments (NQSMIs) transactions with non-Permitted Clients investors/lenders to the Ontario Securities Commission on July 1, 2021. Please see guidance for reporting requirements under the new NQSMI regulatory framework.
|Form title:||Form 3.1 – Suitability Assessment for Investor/Lender in a Non-Qualified Syndicated Mortgage|
|Purpose of form:||This form assists a mortgage brokerage with assessing whether an investment/loan in a non-qualified syndicated mortgage is "suitable" for an investor/lender.|
|Instructions on how to use the form:|