Legally raising capital, Introduction to securities regulation, Family, Friends and Business Associates Exemptions, Accredited Investor Exemption and Private Issuer Exemption are topics that you will understand after watching this training.
1 hours
Free with forfait illimitéAccreditations
OACIQ, CSF, Institut PF
OACIQ
1 UFC
CSF
1 UFC
Institut PF
1 UFC
TARGET AUDIENCE
Real estate broker
Financial security advisor
Financial planner
Insurance advisor and collective annuities
Active real estate investor or future
Real estate developer
Real estate passionate
Mutual Funds Representatives
Scholarship Plan Representatives
You will learn
Learn to legally fundraise
Know the fundraising rules
Know the two avenues to publicly fundraise
Master the difference between a reporting issuer and a non-reporting issuer
Learn securities regulatory jargon
Understand the waiver for relatives, friends and partners
Understand who is a family member per securities regulations
Understand who qualifies as a close friend under securities regulations
Understand who can be considered a close partner under securities regulations
Understand the responsibilities during a dispensation for relatives, friends and partners
Become proficient with the risk acknowledgment form for relative, friend and partner investors
Understanding the Accredited Investor Exemption
Learn the criteria to be considered an accredited investor
Understand the responsibilities during an accredited investor exemption
Become skilled with the form for a natural person qualified investor
Understand the statement of exempt distribution
Understanding the private issuer exemption
Understand the three conditions to be considered as a private issuer
CPA, CA, spécialisé en levée de capitaux
EXPERTISES
SOCIAL NETWORKS
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