Minimums

The minimum investment amount in CoPower Green Bonds is $5,000. Thereafter, investors can purchase bonds in increments of $1,000. 

Maximums

Depending on your financial situation, there may also be an upper limit to the amount you can invest in CoPower Green Bonds under Canadian securities law. You don’t need to worry about these limits as our online platform and our investor relations team will take care of these details but we have set out some guidance below for your information. 

  • There is no legally defined upper limit to the amount an accredited investor may invest; however CoPower's suitability assessment will still apply.
  • Eligible investors may invest up to $30,000 in products offered under the Offering Memorandum exemption in any given 12-month period but in some cases they may invest up to a maximum of $100,000.
  • Investors that are neither eligible investors nor accredited Investors (we call them “public investors”) may invest up to $10,000 in products offered under the Offering Memorandum exemption in any 12-month period.

What do the terms accredited, eligible and public investor mean?

  • There are many categories of accredited investors, the ones we most commonly encounter are individuals that have: (i) either more than $200,000 in net annual income before taxes, or more than $300,000 in net annual income before taxes together with their spouse, in either case for each of 2016, 2017 and 2018, or (ii) $1,000,000 in financial assets net of related liabilities. 
  • There are also many categories of eligible investors, the ones we most commonly encounter are individuals that have: (i) at least $75,000 in net annual income before taxes, or $125,000 in net annual income before taxes with their spouse, in either case for each of 2016, 2017 and 2018, or (ii) $400,000 in net assets.
  • A “public investor” has less than $75,000 in annual income or $125,000 in annual income with their spouse and less than $400,000 in net assets.
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