In order to make it easy for you to invest in our shared clean energy future, we’ve built a simple online platform that can be used by anyone. No documents to print out and sign, no investment offices to visit. Invest from the comfort of your kitchen table with just a few clicks. Here’s how to take your next step.
If you haven’t already, create your CoPower investor account
1. Create an account
Creating an account takes less than a minute. Simply fill out this form by telling us your name, email, province of residence and creating a password.
2. Fill out your investor application
We'll ask some basic questions about your financial circumstances, your investment goals and preferences. We'll also ask you to upload ID so we can verify your identity. It should take no more than 10 minutes.
3. Quick phone call
Book a “know your client” phone call with a member of CoPower’s investor team so we can ensure CoPower Green Bonds are a suitable investment for you and so we can answer any questions you may have. Following a successful suitability analysis you’ll be approved on our platform and will be able to invest.
If you’ve already been approved as a CoPower Investor
1. Log in
2. Customize your Green Bond
Let us know your preferred method of receiving interest payments (compound your quarterly payments are receive your full interest payment at the end of the term, or received fixed quarterly payments of simple interest); and whether you will be investing directly with us or holding your bonds in a registered account (TFSA/RRSP). Once complete, click the invest button.
3. Fill out your payment details and review and sign your Subscription Agreement.
You’ll be prompted to fill out your payment details and upload a photo of a void cheque so that we can verify your information.
Based on the investment preferences you chose in the previous step, a subscription agreement will then be generated for you to sign. In the same way you used an e-signature to sign your investor application, you’ll be prompted to do the same to sign your investment documents directly online. You’ll be provided with email confirmation to let you know once we’ve received your signed subscription agreement.
4. Fund your investment
We hold monthly closings during which we withdraw the funds from your account and issue your CoPower Green Bonds. Please ensure that your full investment amount is available for withdrawal from your account by the 20th of the month.
If you are investing via a registered account, please ensure that the full investment amount plus any required 3rd party fees are available in cash in your account by the 20th.
Congratulations! We’re delighted to issue your Green Bonds and welcome you as as our newest clean energy investor (or re-investor). You’re part of a community of over 750 Canadians who are making a difference by investing in our low carbon transition.