Advisors

Committed to you
and your business

EquityLine MIC is a full-service reporting issuer (JSE:ELMIC). We support Financial Advisors (FAs), Portfolio Managers and Dealing Representatives (DRs) by providing private capital market investments that enhance diversification and deliver yield.

In Canada, we’re contracted with SGGG Fund Services Inc. and listed on Fundserv to facilitate transactions by Canadian Investment Regulatory Organization (CIRO)-registered FAs and PMs. We’re also contracted with several Exempt Market Dealers (EMDs) to serve DRs, and we’re an active member of the Private Capital Markets Association (PCMA).

To help your clients make the most of the EquityLine MIC investment opportunity, we:

Provide EquityLine’s product and investment overview
Deliver timely communications and up-to-date insights
Partner with you on conference calls and webinars to educate clients

What we offer

EquityLine MIC offers three distinct preferred income share offerings to complement your business objectives.

Series B Preferred Shares

Commission-based (front-end)
CIRO | Canadian Private Capital Market
Cumulative 8.0%–10% dividend per annum, paid monthly
Redemptions: Declining 3-year term
Fundserv code: BEL 203
C$10.00 per share

Series F Preferred Shares

Fee-based accounts
CIRO | Canadian Private Capital Market
Cumulative 8.5% dividend per annum, paid monthly
Redemptions: 30-day notice
Fundserv code: BEL 205
C$10.00 per share

Series I Preferred Shares

Fee-based accounts
CIRO | Canadian Private Capital Market
Cumulative 7.0%–10% dividend per annum, paid monthly
Redemptions: Declining 1-year term
Trailer: 1% annual trailer, 0.25% paid quarterly for the duration of the investment
Fundserv code: BEL 207
C$10.00 per share

Series A Preferred Shares

Publicly traded (JSE:ELMIC)
Fixed 8.0% dividend per annum, paid monthly
US$2.00 per share

Get the EquityLine MIC team working for you
Business Relationship Team

Mark Simone
Chief Operating Officer
Mark@EquityLineMIC.com

Philip Douglas
Senior Vice President, Dealer Relations
Philip@EquityLineGroup.com

Resource Centre

EquityLine MIC provides timely and up to date materials.

Series B, F, and I (Fee-Based)
Preferred Shares

Fundserv:

Fundserv Codes

Series A Preferred Shares
( JSE:ELMIC)

Professional service providers

Manager: EquityLine Financial Services Corp.
Auditor: Grant Thronton LLP
Legal: Cassels Brock & Blackwell LLP
Custodian: Computershare Trust Company of Canada
Transfer Agent: SGGG Fund Services Inc.
Trustee: Olympia Trust
Fundserve: Belco
Bank: TD Bank (Commercial)

EquityLine MIC not yet on your product shelf?

Ask your IIROC-Regulated Dealer or Exempt Market Dealer to contact our Business Development Team. Once you’re set up, your clients can start benefiting from EquityLine MIC’s stable monthly income.

Industry Dealers

EquityLine MIC Affiliations

The EquityLine Mortgage Investment Corporation is not a reporting issuer in any province or territory of Canada, and therefore the Series B and Series F Preferred Shares are subject to an indefinite hold period. They cannot be traded but they can be redeemed under the terms of our redemption policy as described in the Offering Memorandum. The Series B and Series F Preferred Shares are only available to qualified investors through licensed advisors.

Committed to you and your business