Will the following material be used to promote the sale of the tax shelter?

For each item in the list, tick (✔) the appropriate box.

If you answer yes for any item, attach all documents (or a draft if final copies are not available) to the application, and send the final copies when they become available.

If you will be making presentations to potential participants in the tax shelter arrangement in which you will be using overhead, electronic or other presentation materials, send a paper copy of the presentation with this application.

If there is not enough space, attach a separate sheet using the same format as on this form.

Forms and publications

• Form T5001, Application for Tax Shelter Identification Number and Undertaking to Keep Books and Records