The precise requirements (surety bond, timeline, mandatory form) are set by the issuer or its agent: always ask for its procedure before drafting your declaration.
In what situations is it requested?
- a share certificate misplaced during a move or an estate;
- a security destroyed in a loss (fire, water damage);
- a stolen security, with or without a police report;
- an inherited security whose original certificate cannot be found.
What should the declaration contain?
- the holder's full identity;
- a description of the security (issuer, quantity, certificate number, date);
- the known circumstances of the loss, theft or destruction;
- a statement that the security has not been sold, given away or pledged;
- a statement of truthfulness.
What if the loss results from a theft?
A police report is often useful and sometimes required. The sworn declaration complements it and does not replace it.
Declaration of loss or theft: insurance claim
Can it be sworn online?
Yes, when the document and situation are eligible for remote oath commissioning, by videoconference.
Online oath commissioning in Québec: how does it work?
Assermentation Express
Assermentation Express is neither a broker nor a transfer agent and issues no replacement securities. This service is limited to receiving the oath or solemn affirmation on a document already prepared.