5 modules
1.00
1.3 heures
CPA, CA, spécialisé en levée de capitaux
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
Course content
No lessons available.
No lessons available.
No lessons available.
No lessons available.
No lessons available.
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.
CPA, CA, spécialisé en levée de capitaux
Auteur du livre « Secrets of Securites Compliance : The Art of Raising Money the Right Way », Gabriel Araish figure au premier rang du secteur de la réglementation et de la conformité des valeurs mobilières depuis près de 10 ans. Il a été régulateur pendant huit ans à l’Autorité des marchés financiers (AMF) en tant qu’analyste en valeurs mobilières, états financiers; et analyste principal en valeurs mobilières, financement des entreprises. Depuis, Gabriel possède et exploite de nombreuses entreprises locales et internationales. Il enseigne et offre des services-conseils et du coaching en réglementation et en conformité des valeurs mobilières. Gabriel a aussi une expertise au niveau de l’investissement immobilier aux États-Unis ayant accumulé un parc immobilier depuis plusieurs années et qui continue de croître annuellement. Dans le secteur immobilier, il aide aussi plusieurs investisseurs internationaux en offrant du coaching en investissement immobilier aux États-Unis.
Raising Money Made Easy
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CPA, CA, spécialisé en levée de capitaux
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