Investment Shares - Series I

Investment Shares Series I are here!

We're offering our members the opportunity to purchase Investment Shares which pay a dividend as high as 4.25% until October 31, 2022 and have a strong future return.  There's a fixed amount of Investment Share available, and they wont be around long with this time-limited offer!!
Investment Shares are an equity investment in Bow Valley Credit Union offered exclusively to our members.  Investment shares are different from other types of investments.  These Investment Shares offer our members the potential to realize an excellent rate of return while helping build the Credit Union's capital base for future growth. 
Bow Valley Credit Union will be paying a minimum 4.25% annual yield until the end of this fiscal year (October 31, 2022). 
For the next two years, purchasers will receive either the 4.25% minimum rate OR the average 1 year Alberta Plus rate + 1.50% (whichever is higher). 
Each October 31 thereafter, the rate will be equal to the average yield on our Alberta Plus one-year term PLUS 1.5%.  Dividends on Series I Investment Shares are non-cumulative.

Each Series I Investment Share is $1.00.

Series I Investment Shares may be purchased and held either inside or outside of a Registered Retirement Savings Plan but are not eligible to be purchased as a Registered Retirement Income Fund (RIF).
Visit your local Bow Valley Credit Union branch for more information and to purchase Series I Investment Shares.
The sale of Investment Shares is restricted to Bow Valley Credit Union members who are age 18 or over.
The minimum investment is $500 and the maximum is $50,000 per member.  Purchases between the minimum and maximum number of shares must be in incremental blocks of 100 Series I Investment Shares.
Series I Investment Shares sales will continue until subscriptions reach the maximum issue of $3 million or until October 15, 2022 — whichever comes first.
Common Shares are the class of shares required to be able to do business with Bow Valley Credit Union. Your membership begins with the Common Shares, which entitles you to have one vote at Bow Valley Credit Union Annual General Meeting.  Investment Shares are an investment made available exclusively to members, and are only available through special, time-limited offerings, and carry no voting rights.

Yes, please refer to the Disclosure Statement for specifics.

Ready to Invest? We can help!
There are limited quantities available for this limited time offer that has a strong rate of return. 

The Fine Print

We are required to tell you that that Investment Shares are not deposits: returns are not guaranteed, and the funds are not eligible for deposit insurance.  We also have to provide you with a copy of our Disclosure Statement as well as our Financial Statements. Happy reading!
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