AGF SAF Private Credit Trust

Purchase Exemptions and Minimum Investment Requirements

The AGF SAF Private Credit Trust (the “Trust”) is generally available to Canadian residents who can meet certain eligibility requirements under one of the following exemptions from the prospectus requirements in order to invest.

• Accredited Investor Exemption: This exemption is available only to “accredited investors” as defined in National Instrument 45-106 – Prospectus Exemption. The minimum initial purchase amount is $10,000.00 (as established by the Manager) under this exemption.
• Minimum Amount Exemption: This exemption is available to investors who are not individuals and who are not residents of Alberta, and the minimum initial purchase amount is $150,000.00.

Investors should contact their investment dealer or financial advisor for more information regarding these exemptions and their requirements.

If you are an accredited investor and/or can comfortably invest the minimum dollar amount specified, you must confirm that you meet one or more the below criteria to access this site and learn more about the Trust. Registered dealers and investment advisors may also accept and access this site.

Accredited Investors who may access this site are defined in NI 45-106 – s. 2.3 and include:

• a person registered under the securities legislation of a jurisdiction of Canada as an adviser or dealer
• an individual who, either alone or with a spouse, beneficially owns, directly or indirectly, financial assets, having an aggregate realizable value that before taxes, but net of any related liabilities, exceeds $1,000,000
• an individual who beneficially owns financial assets having an aggregate realizable value that, before taxes but net of any related liabilities, exceeds $5,000,000
• an individual whose net income before taxes exceeded $200,000 in each of the two most recent calendar years or whose net income before taxes combined with that of a spouse exceeded $300,000 in each of the two most recent calendar years and who, in either case, reasonably expects to exceed that net income level in the current calendar year
• an individual who, either alone or with a spouse, has net assets of at least $5,000,000
• a person, other than an individual or investment fund, that has net assets of at least $5,000,000 as shown on its most recently prepared financial statements
• a person acting on behalf of a fully managed account managed by that person, if that person is registered or authorized to carry on business as an adviser or the equivalent under the securities legislation of a jurisdiction of Canada or a foreign jurisdiction
• a registered charity under the Income Tax Act (Canada) that, in regard to the trade, has obtained advice from an eligibility advisor, or an advisor registered under the securities legislation of the jurisdiction of the registered charity to give advice on the securities being traded
• a person in respect of which all of the owners of interests, direct, indirect or beneficial, except the voting securities required by law to be owned by directors, are persons that are accredited investors
• a trust established by an accredited investor for the benefit of the accredited investor’s family members of which a majority of the trustees are accredited investors and all of the beneficiaries are the accredited investor’s spouse, a former spouse of the accredited investor or a parent, grandparent, brother, sister, child or grandchild of that accredited investor, of that accredited investor’s spouse or of that accredited investor’s former spouse.
  

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