Odyssey Trust Contact

- I am:*
  - A Shareholder or the holder of other Securities (ex: warrantholder)
  - An Employee at a Brokerage Firm or Securities Dealer
  - Interested in Learning More about Odyssey’s Services (Prospective Client or Counsel)
  - Paying an Invoice
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- I'd like to:
  - Submit a claim for my property that has been designated as unclaimed
  - Move my shares/securities to a brokerage or financial account
  - Request instructions on how to transfer securities
  - Request the status of a transfer request
  - Request instructions on how to exercise warrants or convert debentures, or get the status of an exercise request
  - Request a Medallion Guarantee Appointment
  - Update my mailing or email address or other account information
  - Replace my lost certificate
  - Replace my lost cheque
  - Request instructions on estate transfers
  - Exchange, convert or redeem my securities (ex: Letter of Transmittal)
  - Remove the 1933 Act legend from my securities or request confirmation of expiry of a legend
  - Convert my DRS position to a physical certificate
  - Convert my physical certificate to a DRS position
  - Request a copy of my DRS statement or confirm security holdings
  - Register for online access to my account
  - Distribute shares amongst members of an LLC
  - Ask a question not covered above
- Please fill out the fields below to pay for your invoice online. Payment is accepted by Visa, Mastercard, American Express, or Discovery.
  
  If you have an inquiry, please email finance@odysseytrust.com. Thank you!
- Thank you for submitting your request via our website. The legend removal request will take between 2 and 5 business days and you must complete the below fields and attach 1) the legal opinion issued by Robert L. Diener, which you may obtain by sending an email request to shareholder@stemholdings.com, and 2) a completed credit card authorization form to pay legend removal fees in the amount of $160 USD
- Are the securities public (traded on an exchange) or private?
  - Private
  - Public
- Are the shares restricted with a 1933 Act legend or a restriction that has not expired yet?
  - Yes
  - No
- Restricted Securities: Your securities are non-transferrable except with no change in beneficial ownership. If it is a 1933 Act legend that you’d like to remove, please fill out the form below. Otherwise, if you’d like your Brokerage or Wealth Management firm to hold these shares beneficially for you, please contact them directly for re-registration assistance.
- Registered To:
  - INDIVIDUAL(S) Individual(s), Joint Tenants or Trustee(s) that are individual(s).
  - CORPORATION OR PARTNERSHIP
  - TRUST (trustee not specified)
- Public shares, Registered one or more individuals or individual trustee
  
  In order to complete a transfer, the following documents are required.
  - DRS Statement or Original Certificate
  - Original Securities Transfer Form. Complete all required fields, individual registered holder(s) or trustee(s) must sign and obtain a signature or medallion guarantee stamp.
  - Letter of Instruction - Detailing the transfer request, delivery instructions and contact information.
  The Securities Transfer Form is found at www.odysseytrust.com (FAQ tab at bottom of screen). Deliver all documents in original form to Odyssey Trust Company. Transfer fees will apply and will be calculated upon receipt of the request.
  
  Odyssey Trust Company
  Trader’s Bank Building
  702 - 67 Yonge Street
  Toronto ON M5E 1J8
  
  Stamp Information:
  A medallion guarantee stamp may be obtained from a broker-dealer, wealth management firm, some Canadian banks and most US banks, savings associations, or other financial institutions which participate in a recognized Medallion program such as STAMP, SEMP or MSP. There is a searchable database of STAMP participants available at http://www.msglookup.com/search.html.There is also a firm that accepts requests online at esignatureguarantee.com.
  
  Alternatively, a signature guarantee stamp is accepted from Bank of Nova Scotia, RBC or TD Bank. Firms providing a guarantee will require an existing relationship.
- Public Shares, Registered to Corporation or Partnership
  
  In order to complete a transfer, the following documents are required.
  - DRS Statement or Original Certificate
  - Original Securities Transfer Form. Complete all required fields, authorized officer(s) or partner must sign and obtain a signature or medallion guarantee.
    - If you have obtained a Signature Guarantee instead of a Medallion Guarantee, an original or certified copy of the Corporate Resolution, Resolution of Sole Director or Partnership Agreement is required to provide evidence that the signatory has authority to sign on behalf of the Corporation or Partnership. Resolutions must be dated within 6 months.
  - Letter of Instruction - Detailing the transfer request, delivery instructions and contact information.
  The Securities Transfer Form is found at www.odysseytrust.com (FAQ tab at bottom of screen). Deliver all documents in original form to Odyssey Trust Company. Transfer fees will apply and will be calculated upon receipt of the request.
  
  Odyssey Trust Company
  Trader’s Bank Building
  702 - 67 Yonge Street
  Toronto ON M5E 1J8
  
  Stamp Information:
  A medallion guarantee stamp may be obtained from a broker-dealer, wealth management firm, some Canadian banks and most US banks, savings associations, or other financial institutions which participate in a recognized Medallion program such as STAMP, SEMP or MSP. There is a searchable database of STAMP participants available at http://www.msglookup.com/search.html.There is also a firm that accepts requests online at esignatureguarantee.com.
  
  Alternatively, a signature guarantee stamp is accepted from Bank of Nova Scotia, RBC or TD Bank. Firms providing a guarantee will require an existing relationship.
- Public Shares, Registered to Trust without Trustee(s) specified
  
  In order to complete a transfer, the following documents are required.
  - DRS Statement or Original Certificate
  - Original Securities Transfer Form. Complete all required fields, trustee(s) must sign and obtain a signature or medallion guarantee.
  - If you have obtained a Signature Guarantee stamp instead of a Medallion Guarantee, a certified copy of the Trust Agreement
  - Letter of Instruction - Detailing the transfer request, delivery instructions and contact information.
  The Securities Transfer Form is found at www.odysseytrust.com (FAQ tab at bottom of screen). Deliver all documents in original form to Odyssey Trust Company. Transfer fees will apply and will be calculated upon receipt of the request.
  
  Odyssey Trust Company
  Trader’s Bank Building
  702 - 67 Yonge Street
  Toronto ON M5E 1J8
  
  Stamp Information:
  A medallion guarantee stamp may be obtained from a broker-dealer, wealth management firm, some Canadian banks and most US banks, savings associations, or other financial institutions which participate in a recognized Medallion program such as STAMP, SEMP or MSP. There is a searchable database of STAMP participants available at http://www.msglookup.com/search.html.There is also a firm that accepts requests online at esignatureguarantee.com.
  
  Alternatively, a signature guarantee stamp is accepted from Bank of Nova Scotia, RBC or TD Bank. Firms providing a guarantee will require an existing relationship.
- Registered To:
  - INDIVIDUAL(S) Individual(s), Joint Tenants or Trustee(s) that are individual(s).
  - CORPORATION OR PARTNERSHIP
  - TRUST (trustee not specified)
- Private, Registered to one or more individuals or individual trustee
  
  In order to complete a transfer, the following documents are required.
  - DRS Statement or Original Certificate
  - Original Securities Transfer Form. Complete all required fields and individual registered holder(s) or trustee(s) must sign and obtain a signature or medallion guarantee stamp.
  - Accredited Investor forms available at https://odysseytrust.com/accredited-investor-form/, to be completed by the transferee receiving the shares.
  - Letter of Instruction - Detailing the transfer request, delivery instructions and contact information.
  The Securities Transfer Form is found at www.odysseytrust.com (FAQ tab at bottom of screen). Deliver all documents in original form to Odyssey Trust Company. Transfer fees will apply and will be calculated upon receipt of the request.
  
  Odyssey Trust Company
  Trader’s Bank Building
  702 - 67 Yonge Street
  Toronto ON M5E 1J8
  
  Stamp Information:
  A medallion guarantee stamp may be obtained from a broker-dealer, wealth management firm, some Canadian banks and most US banks, savings associations, or other financial institutions which participate in a recognized Medallion program such as STAMP, SEMP or MSP. There is a searchable database of STAMP participants available at http://www.msglookup.com/search.html.There is also a firm that accepts requests online at esignatureguarantee.com.
  
  Alternatively, a signature guarantee stamp is accepted from Bank of Nova Scotia, RBC or TD Bank. Firms providing a guarantee will require an existing relationship.
- Private, Registered to Corporation or Partnership
  
  In order to complete a transfer, the following documents are required.
  - DRS Statement or Original Certificate
  - Original Securities Transfer Form. Complete all required fields, authorized officer(s) or partner must sign and obtain a signature or medallion guarantee.
    - If you have obtained a Signature Guarantee instead of a Medallion Guarantee, an original or certified copy of the Corporate Resolution, Resolution of Sole Director or Partnership Agreement is required to provide evidence that the signatory has authority to sign on behalf of the Corporation or Partnership. Resolutions must be dated within 6 months.
  - Accredited Investor forms available at https://odysseytrust.com/accredited-investor-form/, to be completed by the transferee receiving the shares.
  - Letter of Instruction - Detailing the transfer request, delivery instructions and contact information.
  The Securities Transfer Form is found at www.odysseytrust.com (FAQ tab at bottom of screen). Deliver all documents in original form to Odyssey Trust Company. Transfer fees will apply and will be calculated upon receipt of the request.
  
  Odyssey Trust Company
  Trader’s Bank Building
  702 - 67 Yonge Street
  Toronto ON M5E 1J8
  
  Stamp Information:
  A medallion guarantee stamp may be obtained from a broker-dealer, wealth management firm, some Canadian banks and most US banks, savings associations, or other financial institutions which participate in a recognized Medallion program such as STAMP, SEMP or MSP. There is a searchable database of STAMP participants available at http://www.msglookup.com/search.html.There is also a firm that accepts requests online at esignatureguarantee.com.
  
  Alternatively, a signature guarantee stamp is accepted from Bank of Nova Scotia, RBC or TD Bank. Firms providing a guarantee will require an existing relationship.
- Private, Registered to Trust without Trustee specified
  
  In order to complete a transfer, the following documents are required.
  - DRS Statement or Original Certificate
  - Original Securities Transfer Form. Complete all required fields, trustee(s) to sign and obtain a signature or medallion guarantee.
  - If you have obtained a Signature Guarantee stamp instead of a Medallion Guarantee, a certified copy of the Trust Agreement
  - Accredited Investor forms available at https://odysseytrust.com/accredited-investor-form/, to be completed by the transferee receiving the shares.
  - Letter of Instruction - Detailing the transfer request, delivery instructions and contact information.
  The Securities Transfer Form is found at www.odysseytrust.com (FAQ tab at bottom of screen). Deliver all documents in original form to Odyssey Trust Company. Transfer fees will apply and will be calculated upon receipt of the request.
  
  Odyssey Trust Company
  Trader’s Bank Building
  702 - 67 Yonge Street
  Toronto ON M5E 1J8
  
  Stamp Information:
  A medallion guarantee stamp may be obtained from a broker-dealer, wealth management firm, some Canadian banks and most US banks, savings associations, or other financial institutions which participate in a recognized Medallion program such as STAMP, SEMP or MSP. There is a searchable database of STAMP participants available at http://www.msglookup.com/search.html.There is also a firm that accepts requests online at esignatureguarantee.com.
  
  Alternatively, a signature guarantee stamp is accepted from Bank of Nova Scotia, RBC or TD Bank. Firms providing a guarantee will require an existing relationship.
- We cannot move your shares into a brokerage or financial institution for you directly. If you wish to deposit your shares with a broker or financial institution, you must first provide them with your certificate or DRS statement and they will explain the process to deposit your shares with them.
- Name of Registered Security holder*
  
  (enter the name exactly as it appears on your certificate or DRS statement)
- Name of Unclaimed Property Owner*
  
  (enter your name exactly as it appears on the claim notice you received from Odyssey)
- Issuer & Securities Issue*
  
  (e.g. ABC Mining Corp. common shares)
- Approximate Value of Transfer*
  
  Note: Odyssey can provide up to $2M CAD value per transfer per day.
- Issuer & Securities Issue*
- Certificate Number
- Account Number on DRS Statement
- Account Number on DRS Statement*
- Number of Shares for Legend Removal*
- Number of Securities Held
- Cheque Number, if applicable
- Current Mailing Address*
- Postal / Zip Code*
- Former Mailing Address, if applicable
- Current Email Address*
- Name of Representative and Capacity if not Registered Holder
- Name of Representative and Capacity if not Registered Holder*
  
  (ex: Broker name)
- Delivery Instructions for new DRS without restriction*
- Attach legal opinion from Robert L. Diener and credit card authorization form here*
  Drop files here or
  
  Max. file size: 256 MB.
- Banking Information for Wire Payment
- Beneficiary*
  
  (Name on Bank Account)
- Beneficiary Bank Name & Address*
- Beneficiary Bank Account Number*
  
  (ex: 123456789)
- US or Canadian Holder
- ABA Routing number or SWIFT Bank Identifier Code*
  
  (Ex: 123456789) or (XXXXXX#X###)
- Institution Code And Transit Number*
  
  (Ex:123-12345)
- Additional Details or questions
- Attach additional documents:
  Drop files here or
  
  Max. file size: 256 MB.
- Attach your signed Unclaimed Property Notice and a document that proves ownership e.g. a copy of your share certificate or DRS Statement, previous correspondence from Odyssey Trust Company or the former transfer agent, or a copy of a document addressed to you at your former address
  Drop files here or
  
  Max. file size: 256 MB.
- Note: A $50.00 USD wire fee will be deducted from your payment.
- Note: By clicking submit and entering your email address, you are consenting to the electronic delivery of documents related to your registered holdings, including but not limited to statements, proxies, meeting materials, notices or issuer financial statements. Your consent may be revoked at any time by submitting a request via www.odysseycontact.com.
- I'd like to:*
  - Request the status on a transfer
  - Confirm stops or restrictions on a certificate or validity of a DRS statement
  - Report a certificate or cheque as lost
  - Request instructions on how to remove the 1933 Act restriction or confirm the expiry of a restriction
  - Request cost basis
  - Ask a question not covered above
- Name of Brokerage Firm*
- Name of Registered Shareholder*
- Your Email Address*
- Securities Issuer/Issue*
- Certificate Number(s)
- Account Number on DRS Statement
- Number of Securities Held
- Cheque Number, if applicable
- Additional details about your request
- Attach additional documents:
  Drop files here or
  
  Max. file size: 256 MB.
- I'd like to:*
  - Request to open an account
  - Request the status of a transfer
  - Transfer funds in from another institution
  - Withdraw my shares
  - Request to sell my shares
  - Request to purchase securities
  - Contribute to my plan
  - Request documentation for estate transfer
  - Request a replacement tax form
  - Request for account forms
  - Register for online access
  - Request a password reset
  - Request a statement of my account
  - Pay my invoice
  - Ask a question not covered above
- Name Of Issuer/Issue/Client*
- Your Name*
- Title
- Email Address*
- Phone Number
- Additional details about your request
- Attach additional documents:
  Drop files here or
  
  Max. file size: 256 MB.
- Name and Firm name if legal counsel*
- Title
- Name of Issuer or Potential Client*
- Services Required*
- Email Address*
- Phone Number
- Thank you for your inquiry. You will be receiving information about your securities (including how to register for web access, deposit with your broker and transfer securities) directly through mail at your registered address. If you do not receive this by December 4, 2020, please complete the submission fields below.
- Name of Registered Security holder (as per certificate or DRS statement)*
- Issuer & Securities Issue (ex: ABC Mining Corp. common shares)*
- Certificate Number
- Account Number on DRS Statement
- Current Mailing Address*
- Postal / Zip Code*
- Former Mailing Address, if applicable
- Current Email Address*
- Name of Representative and Capacity if not Registered Holder (ex: Broker name)
- Additional Details
- Attach additional documents:
  Drop files here or
  
  Max. file size: 256 MB.
- Invoice Number or Shareholder Account Number*
- Invoice Total*
- Total Due:
  $ 0.00 CAD
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Banking Information for Wire Payment

Note: A $50.00 USD wire fee will be deducted from your payment.

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