EQUIVESTO COMPANY BOOTCAMP

Reporting Requirements


After the campaign closes, it is important to complete the required document filing outlined by the regulators.  These requirements are dependent on the amount of funds you raised and the provinces in which your new investors live.

Equivesto will work with you closely to prepare and help file these documents, but it is important that your legal counsel is also available to review all these documents prior to filing. You will need to work with a securities lawyer for this, not just a regular business lawyer. Need an introduction? We can introduce you to some great securities lawyers who can help.

Document Required:

  • Report of Exempt Distribution

  • Startup Crowdfunding Offering Document

These two documents must be filed with the securities regulator for each province in which your new investors live (Ontario, Nova Scotia, British Columbia, Alberta) within 30 Days of the round ending.