▸ Industry · CANADA

Canadian Fund Formation — IIROC, OSC Registration, GP/LP and Corporate Structures

Fund vehicles, advisory entities, custody, and regulatory reporting — a holding structure built to withstand due diligence at any level.

▸ Structure

GP/LP (CY/LU/KY) + RIA (US) + management company

▸ Banking

Prime brokerage, custody, fund-administration partners

▸ Compliance

Fund registration, per-jurisdiction marketing rules

▸ Tax

Fund tax neutrality, carried-interest planning