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Simple But Not Easy
by Richard Oldfield

A slightly autobiographical and heavily biased book about investing.

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* Net worth for this purpose means total assets (excluding primary residence) in excess of total liabilities. Total liabilities excludes indebtedness secured by the primary residence, provided that such indebtedness does not exceed the fair market value of such residence and was not incurred within 60 days of the date of the subscription hereby made.

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6. An entity organized in a foreign jurisdiction* that is analogous to any of the entities referred to in paragraphs (A) to (E),
7. the Government of Canada or a jurisdiction of Canada, or any Crown corporation, agency or wholly owned entity of the Government of Canada or a jurisdiction of Canada,
8. Any national, federal, state, provincial, territorial or municipal government of or in any foreign jurisdiction, or any agency of that government,
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10. A trust company or trust corporation registered or authorized to carry on business under the Trust and Loan Companies Act (Canada) or under comparable legislation in a jurisdiction of Canada or a foreign jurisdiction*, acting on behalf of a managed account* managed by the trust company or trust corporation, as the case may be,
11. A person* or company acting on behalf of a managed account* managed by the person or company, if the person or company is registered or authorized to carry on business as an adviser or the equivalent under the securities legislation of a jurisdiction of Canada or a foreign jurisdiction*,
12. An investment fund* if one or both of the following apply:
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13. A registered charity under the Income Tax Act (Canada) that obtains advice on the securities to be traded from an eligibility adviser, as defined in section 1.1 of NI 45-106, or an adviser registered under the securities legislation of the jurisdiction of the registered charity,
14. A person* or company that is entirely owned by an individual or individuals referred to in paragraph (O) of the definition of 'permitted client', who holds the beneficial ownership interest in the person or company directly or through a trust, the trustee of which is a trust company or trust corporation registered or authorized to carry on business under the Trust and Loan Companies Act (Canada) or under comparable legislation in a jurisdiction of Canada or a foreign jurisdiction,
15. A person* or company, other than an individual or an investment fund, that has net assets of at least C$25 million as shown on its most recently prepared financial statements,
16. A person* or company that distributes securities of its own issue in Canada only to persons* or companies referred to in paragraphs (A) to (N), or to an individual or individuals referred to in paragraph (N) of the definition of 'permitted client' under NI 31-103

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