CEDIF Management Service
Packages
Basic Package
General Admin Package
Complete Corporate Package
Basic Package
CML's basic package consists of offering document preparation, management of fund while open, closing the fund,
and filing all final reporting and compliance documents. In our basic package CML will:
- Liaise with all government departments and contractors
- Gather all information required for the offering document.
- Draft offering document for board approval
- Prepare and file ETC application
- Establish Escrow Trust
- Management of RRSP paperwork
- Filing reports with Securities
- Filing reports with Dept of Finance
- Provide regular back up CDs to Executive Director
- Share certificate production
- Complete shareholder notifications
General Admin Package
CML's General Admin package consists of the services listed below. This package is
designed for the CEDC that is not preparing an offering for the current year but must ensure compliance and
reporting. With this package CML will:
- Prepare corporate annual filings
- Liaise with Accountant/Treasurer in preparation for annual income tax reporting
- Act as an agent for the Corporation
- Arrange Annual General Meeting of Shareholders
- Maintain all shareholder communications
- File annual reports with Dept. of Finance
- Maintain Shareholder register
- Ensure compliance with investment pacing requirements
- Ensure compliance with Nova Scotia Securities Commission.
- Provide backup CD to client
Complete Corporate Package
CML's complete corporate office includes the services as outlined in Basic
Administration package and includes General Admin Package, plus the following:
- Telephone reception
- Mail management
- Website updates
- Record maintenance
- Record storage
- Secretarial services
- Physical office and equipment
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