Caplink Mortgage Trust

ABOUT THE SECURITIES WE OFFER

Caplink EMD only offers the securities of Caplink Mortgage Trust (“CMT”) a related and connected company. Caplink EMD does not offer any other investment securities beyond those of CMT.  The Relationship Disclosure Information & Conflicts of Interest document (RDI) will fully explain this relationship.  Please click on the link below:

Caplink Financial Corporation Conflicts of Interest & Relationship Disclosure Information

THE INVESTMENT OBJECTIVES OF CMT

The primary investment objective of CMT is to create an international mortgage portfolio secured by prime real estate in Canada, the United States, and Mexico and to pursue capital preservation while generating consistent quarterly dividend payments for its unitholders. Please see our “Fund Facts” sheet by clicking on the link below:

Caplink Mortgage Trust Fund Facts

DIVIDENDS

Dividends are declared and paid quarterly. Unitholders can choose cash payments or they can choose the dividend reinvestment program (“DRIP”) that allows unitholders to automatically reinvest their dividends in new shares of CMT and benefit from compounding interest.

REGISTERED PLAN ELIGIBILITY

The units of CMT are qualified investments for deferred income plans including registered retirement savings plans (“RRSPs”), registered retirement income funds (“RRIFs”), tax-free savings accounts (“TFSAs”) and registered education savings plans (“RESPs”).

CMT OFFERING MEMORANDUM

An offering memorandum (OM) is a legal document that states the objectives, risks and terms of an investment involved with a private placement.  This document includes items such as a company’s financial statements, management biographies, a detailed description of the business operations and much more.  An offering memorandum serves to provide prospective investors with information on the offering that can aid them in determining whether a certain investment is of interest to them. Plese click on the link below to download the CMT OM:

CMT Offering Memorandum dated March 7, 2023