Franchise System Membership Application

Franchise System membership is for companies who are offering franchises in Canada or who are planning to offer franchises in the next 12 months. Please answer ALL questions and check the Signature Box to sign the form once you have completed the application form. All dollars are in Canadian Funds.

CFA Code of Ethics Acknowledgement

I confirm that I have read, understood, endorse and subscribe to the CFA’s Code of Ethics.

Please download our code of ethics here

Section 1: Applicant Information

Full Legal Company Name:(Required)

Trade / Brand Name:(Required)

Head Office Street Address:(Required)

Head Office Street Address

Address Line 2

City

State / Province / Region

ZIP / Postal Code

Country

Website:(Required)

Website for Franchising Information:

Has the applicant previously held CFA membership?(Required)

Yes

if "yes", when?(Required)

Official Designee to CFA

The Official Designee is the primary contact for membership renewals, member surveys, invitations to program or major membership
matters. This contact would also be entitled to take advantage of (or assign) the complimentary convention delegate registration we provide
to new approved members in their first year.

First Name:(Required)

Last Name:(Required)

Title:(Required)

(Required)

Office Address

Phone

Cell

Email

Section 2: Industry Type

Please select ONE of the following categories that best describes your business(Required)

Date when the brand began operation:(Required)

Date when the brand began franchising:(Required)

Franchised Units

PEI

NFLD

USA

Int.

(Please indicate the current number of Franchised Units according to province/territory)

Corporate Units

PEI

NFLD

USA

Int.

(Please indicate the current number of Corporate Units according to province/territory)

Section 3: Operations

Please answer the following:

What is the current number of people employed by the applicant franchisor’s headquarters, corporate locations, and its affiliated brands in Canada?(Required)

On average, how many people are employed at a typical franchised location in Canada?(Required)

Does the system have a formal Franchisee Advisory Board/Council in place?(Required)

Current initial franchise fee(s):(Required)

In Canadian Dollars

Royalty fees in Canada (% of gross sales):

Flat fee ($):

Other (please describe):

National advertising fees in Canada (% of gross sales)

Flat fee ($):

Other (please describe):

Regional advertising fees in Canada (% of gross sales)

Flat fee ($):

Other (please describe):

Other fees:

(i.e., training, Call centre, Referral, etc.)

% of gross sales

Flat fee ($):

Number of NEW franchise units in the past 2 years

Number of NEW corporate units in the past 2 years

Closures

(please provide information on the following based on the past two (2) years):

Number of corporate units closed:

Explanation:

Number of Franchise Units which have been terminated/cancelled by the Franchisor:

Explanation:

Number of Franchise Units which have not been renewed by the Franchisor:

Explanation:

Number of Franchisees which have otherwise left the system:

Explanation:

Section 4: Disclosure Information

Total gross sales for your most recent fiscal year

(defined as the total system-wide sales in Canada, including franchise and
corporate units, and not just royalty revenue of the franchisor.)

Total for Corporate Units ($)

Average for Corporate Units ($)(Required)

Total for Franchised Units ($)(Required)

Average for Franchised Units ($)(Required)

Has the applicant, any predecessor, any major shareholder (10% or more), director, officer, or general partner of the applicant, having day-to-day management responsibilities related to the franchise:(Required)

Been involved with any franchise system which has failed in the past or had any registration or license in any jurisdiction suspended or cancelled?

Been adjudged or voluntarily become bankrupt, re-organized due to insolvency; taken the benefit of any statue for the relief of bankrupt or insolvent debtors; or become subject to any pending bankruptcy, insolvency or reorganization proceeding?

Had any conviction(s) for an indictable offence under the Criminal Code of Canada, within the last seven (7) years, which remains outstanding?

None of the above

Check all that apply

Section 5: Membership Dues and Payment Information

*Indicate your dues category based on the total gross sales for your most recent fiscal year or calendar year (defined as the total system wide sales
in Canada, including franchisee and corporate units, and not just royalty revenues of the Franchisor).*

STEP 1: Select Your Dues Category:(Required)

Dues

How do you intend to pay for your CFA Membership?(Required)

Electronic Funds Transfer (EFT)

Credit Card

Other

Section 6: Principals / Affiliates of Applicant

List all the Principals: (Ex.: Major shareholders, directors, general partners, and officers of the applicant who will have day-to-day management
responsibilities relating to the franchise. Major shareholders are considered to be those owning more than 10% of the voting shares. f a principal has multiple capacities, indicate capacities).

First Name:

Last Name:

Title:

First Name:

Last Name:

Title:

List of all the Affiliates

Legal Co. Name

Relation to Applicant

Business of Affiliate

Legal Co. Name

Relation to Applicant

Business of Affiliate

Section 7: References

Lawyer Name & Firm:(Required)

Contact Name:(Required)

Phone:(Required)

Bank Name & Firm:(Required)

Contact Name:(Required)

Phone:(Required)

Section 8: How did you Learn About the CFA?

Referred by (Name/Company):

Advertisement/Article/Mailing/other (please specify):

What benefits are most important to you in joining CFA?

Section 9: Application Checklist

The following documents are necessary for completing your application. Incomplete applications cannot be processed. Please ensure that you have included all the following documents with your application submission

Are you able to provide your current Franchise Agreement?(Required)

Yes

No, will provide later

Upload Your Current Franchise Agreement

Max. file size: 49 MB.

Are you able to provide your current Disclosure Document?(Required)

Yes

No, will provide later

Upload Your Current Franchise Agreement

Max. file size: 49 MB.

Section 10: Authorization, Declaration and Acknowledgement

By completing the boxes below and submitting the application, I authorize the following:

1. I represent and warrant to the CFA that I have authority to act on behalf of the applicant.
2. I certify that the applicant has the exclusive rights to grant franchises in all of Canada.
3. I declare that the information given on or pursuant to this application is true and complete and not misleading in any way.
4. On behalf of the applicant, I authorize the CFA to make enquiry of such persons and organizations, including the applicant’s franchisees and any other parties with which the applicant has business or financial relations, and any credit reporting agency, bank, or credit grantor, as the CFA considers reasonably necessary to obtain credit and other information regarding the applicant and the applicant’s principals.
5. I confirm, on behalf of the applicant, that the applicant has read and understood, and endorses and subscribes to the CFA Code of Ethics, including CFA disclosure requirements. I acknowledge, on behalf of the applicant, that any failure of a CFA member to comply with the Code of Ethics may result in suspension of membership privileges or in termination of membership without refund of dues paid.
6. Membership dues are non-refundable following approval of membership.

Company Name:(Required)

Title:(Required)

Authorized Signing Officer:(Required)

Date(Required)

MM slash DD slash YYYY

Phone

This field is for validation purposes and should be left unchanged.