Use this checklist when preparing your offering memorandum, before accepting subscriptions, and when preparing amendments. This checklist consolidates requirements from Form 45-106F2 and common deficiencies identified by regulators. Preliminary Steps Confirmed which...
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Preparing a Compliant Offering Memorandum
A Practical Guide for Issuers and Their AdvisorsWhat Every CEO, CFO, Director, and Professional Advisor Needs to Know About Offering Memorandum Compliance Understanding the Offering Memorandum Exemption The offering memorandum exemption under section 2.9 of...
Understanding Class Rights and Series Rights in Canadian Corporations: A Strategic Guide for Founders and Entrepreneurs
When structuring your company's equity, the distinction between share classes and series isn't just a legal technicality — it's a strategic tool that can make or break financing, tax planning, and acquisition strategies. Getting this right from the start prevents...


