by Alixe Cormick | Nov 9, 2025
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...
by Alixe Cormick | Nov 9, 2025
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...
by Alixe Cormick | Mar 24, 2022
– *updated March 24, 2022 – Pssst…want to offer your securities to the largest number of people possible in Canada without filing a prospectus? Want control and certainty over what information prospective investors are relying on when purchasing securities...
by Alixe Cormick | Feb 14, 2022
– *updated February 14, 2022 – The securities regulators in Alberta, Saskatchewan, Manitoba, Ontario, Québec, Northwest Territories, Nunavut, Yukon, Prince Edward Island, New Brunswick and Nova Scotia require investors purchasing more than $10,000 in...