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Purpose Tactical Asset Allocation Fund

549300H7YPY2IFKT2R30 The LEI code is active
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Company Information

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General information

Company name
Purpose Tactical Asset Allocation Fund
Registry code
000036664
Registry status
ACTIVE
Company type
FUND
Region
Ontario

LEI Code information

LEI Code
549300H7YPY2IFKT2R30
Registrar
System for Electronic Document Analysis and Retrieval (SEDAR)
LEI status
ISSUED
Date of issue
2017-01-25
Next update
2026-09-25
LOU
EQS Group GmbH
ROC Policy Conformity Flag
CONFORMING

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Legal Address

Address
3100-130 Adelaide Street West
Postcode
M5H 3P5
City/Parish
Toronto
Country
Canada

Head office address

Address
3100-130 Adelaide Street West, c/o Purpose Investments Inc.
Postcode
M5H 3P5
City/Parish
Toronto
Country
Canada

History

  • 2025-09-19
    Updated:
    First legal address line: 130 Adelaide Street West, Suite 3100 -> 3100-130 Adelaide Street West
    First headquarters address line: 130 Adelaide Street West, Suite 3100 -> 3100-130 Adelaide Street West

    Inserted:
    Additional headquarters address line: c/o Purpose Investments Inc.

    Updated:
    Last update: 2025-09-17 -> 2025-09-18

    Deleted:
    Legal address mail routing: C/O Purpose Investments Inc.
    Headquarters address mail routing: C/O Purpose Investments Inc.
  • 2025-09-18
    Updated:
    Last update: 2025-08-20 -> 2025-09-17
  • 2025-08-21
    Inserted:
    Legal address mail routing: C/O Purpose Investments Inc.

    Updated:
    First headquarters address line: C/O Purpose Investments Inc. -> 130 Adelaide Street West, Suite 3100

    Inserted:
    Headquarters address mail routing: C/O Purpose Investments Inc.

    Updated:
    Last update: 2024-09-25 -> 2025-08-20
    Next renewal: 2025-09-25 -> 2026-09-25

    Deleted:
    Additional headquarters address line: 130 Adelaide Street West
    Additional headquarters address line: Suite 3100
    Additional headquarters address line: PO Box 109
  • 2024-09-26
    Updated:
    Last update: 2024-09-25 -> 2024-09-25
    Status: LAPSED -> ISSUED
    Next renewal: 2024-09-25 -> 2025-09-25
  • 2024-09-25
    Updated:
    Last update: 2024-06-03 -> 2024-09-25
    Status: ISSUED -> LAPSED
  • 2024-06-04
    Inserted:
    Registered as: 000036664

    Updated:
    Entity status: NULL -> ACTIVE
    Last update: 2023-10-09 -> 2024-06-03
    Status: ANNULLED -> ISSUED
    Data validated as: N/A -> 000036664
  • 2023-10-10
    Updated:
    Entity status: ACTIVE -> NULL
    Last update: 2023-09-25 -> 2023-10-09
    Status: ISSUED -> ANNULLED
  • 2023-09-25
    Updated:
    Last update: 2023-09-20 -> 2023-09-25
    Status: LAPSED -> ISSUED
    Next renewal: 2023-09-20 -> 2024-09-25
  • 2023-09-21
    Updated:
    Last update: 2023-08-08 -> 2023-09-20
    Status: ISSUED -> LAPSED
  • 2023-08-09
    Updated:
    Registration date: 2017-01-25 -> 2017-01-25
    Last update: 2023-07-31 -> 2023-08-08
    Status: PENDING_ARCHIVAL -> ISSUED
    Next renewal: 2023-09-20 -> 2023-09-20
    Lei issuer: EVK05KS7XY1DEII3R011 -> 529900F6BNUR3RJ2WH29
  • 2023-08-01
    Updated:
    Last update: 2023-07-30 -> 2023-07-31
    Status: PENDING_TRANSFER -> PENDING_ARCHIVAL
  • 2023-07-31
    Updated:
    Last update: 2022-09-26 -> 2023-07-30
    Status: ISSUED -> PENDING_TRANSFER
  • 2022-09-27
    Updated:
    (primary) legal name: Purpose Fund Corp. - Purpose Tactical Asset Allocation Fund -> Purpose Tactical Asset Allocation Fund

    Inserted:
    Language of other entity name: en
    Type of other entity name: PREVIOUS_LEGAL_NAME

    Updated:
    First headquarters address line: 130 Adelaide Street West -> C/O Purpose Investments Inc.
    Additional headquarters address line: Suite 3100 -> 130 Adelaide Street West
    Additional headquarters address line: PO Box 109 -> Suite 3100

    Inserted:
    Additional headquarters address line: PO Box 109

    Updated:
    Registered at: RA999999 -> RA000830
    Last update: 2022-08-24 -> 2022-09-26
    Status: LAPSED -> ISSUED
    Next renewal: 2022-08-23 -> 2023-09-20
    Corroboration level: ENTITY_SUPPLIED_ONLY -> FULLY_CORROBORATED
    Data validated at (id): RA999999 -> RA000830

    Inserted:
    Data validated as: N/A
  • 2022-08-24
    Updated:
    Last update: 2021-09-13 -> 2022-08-24
    Status: ISSUED -> LAPSED
  • 2021-09-14
    Updated:
    Last update: 2021-08-23 -> 2021-09-13
  • 2021-08-24
    Updated:
    Last update: 2020-09-07 -> 2021-08-23
    Next renewal: 2021-08-24 -> 2022-08-23
  • 2021-07-27
    Inserted:
    Language of (primary) legal name: en
    Language of other entity name: en
    Language of other entity name: en
    Language of legal address: en
    Language of headquarters address: en
  • 2020-09-08
    Updated:
    (primary) legal name: Connected Wealth Funds Inc. - Purpose Tactical Asset Allocation Fund -> Purpose Fund Corp. - Purpose Tactical Asset Allocation Fund
    First legal address line: 130 Adelaide Street West, Suite 1700 -> 130 Adelaide Street West, Suite 3100
    Additional headquarters address line: Suite 1700 -> Suite 3100
    Additional headquarters address line: PO Box 83 -> PO Box 109
    Last update: 2020-06-05 -> 2020-09-07
    Status: LAPSED -> ISSUED
    Next renewal: 2020-06-05 -> 2021-08-24
  • 2020-06-05
    Updated:
    Last update: 2019-06-13 -> 2020-06-05
    Status: ISSUED -> LAPSED
  • 2019-11-02
    Inserted:
    Jurisdiction of formation: CA
    Data validated at (id): RA999999
  • 2019-08-09
    Updated:
    (primary) legal name: Connected Wealth Funds Inc. - Redwood Tactical Asset Allocation Fund -> Connected Wealth Funds Inc. - Purpose Tactical Asset Allocation Fund

    Inserted:
    Type of other entity name: PREVIOUS_LEGAL_NAME
    Type of other entity name: PREVIOUS_LEGAL_NAME

    Updated:
    First legal address line: 145 King Street West, -> 130 Adelaide Street West, Suite 1700
    Legal address postal code: M5H 1J8 -> M5H 3P5

    Inserted:
    Additional headquarters address line: Suite 1700
    Additional headquarters address line: PO Box 83

    Updated:
    Last update: 2019-06-06 -> 2019-06-13

    Deleted:
    Type of other entity name: PREVIOUS_LEGAL_NAME
    Additional legal address line: Suite 500
    Additional headquarters address line: Suite 1700
  • 2019-07-24
    Deleted:
    Jurisdiction of formation: CA
    Jurisdiction of formation: CA
  • 2019-06-06
    Updated:
    Last update: 2019-03-11 -> 2019-06-06
    Status: LAPSED -> ISSUED
    Next renewal: 2019-01-26 -> 2020-06-05
  • 2019-03-12
    Updated:
    First legal address line: 130 Adelaide Street West -> 145 King Street West,
    Additional legal address line: Suite 1700 -> Suite 500
    Legal address postal code: M5H 3P5 -> M5H 1J8
    Last update: 2019-01-26 -> 2019-03-11
  • 2019-01-27
    Updated:
    Last update: 2018-12-20 -> 2019-01-26
    Status: ISSUED -> LAPSED
  • 2018-12-21
    Updated:
    Last update: 2018-01-25 -> 2018-12-20
    Corroboration level: FULLY_CORROBORATED -> ENTITY_SUPPLIED_ONLY
  • 2018-03-01
    Updated:
    Registration date: 2017-01-25 -> 2017-01-25
    Last update: 2018-01-25 -> 2018-01-25
    Next renewal: 2019-01-26 -> 2019-01-26
  • 2018-02-14
    Initial:
    Lei code: 549300H7YPY2IFKT2R30
    (primary) legal name: Connected Wealth Funds Inc. - Redwood Tactical Asset Allocation Fund
    Type of other entity name: PREVIOUS_LEGAL_NAME
    First legal address line: 130 Adelaide Street West
    Additional legal address line: Suite 1700
    Legal address city: Toronto
    Legal address region: CA-ON
    Legal address country: CA
    Legal address postal code: M5H 3P5
    First headquarters address line: 130 Adelaide Street West
    Additional headquarters address line: Suite 1700
    Headquarters address city: Toronto
    Headquarters address region: CA-ON
    Headquarters address country: CA
    Headquarters address postal code: M5H 3P5
    Registered at: RA999999
    Jurisdiction of formation: CA
    General category: FUND
    Entity legal form code: 8888
    Entity status: ACTIVE
    Registration date: 2017-01-25
    Last update: 2018-01-25
    Status: ISSUED
    Next renewal: 2019-01-26
    Lei issuer: EVK05KS7XY1DEII3R011
    Corroboration level: FULLY_CORROBORATED

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