Track the steps required for a Long Form Amalgamation in the Province of Ontario with this ready-made checklist.
- If the amalgamation does not meet the requirements for a short form amalgamation, a long form amalgamation must be done.
- The checklist summarizes all the information, documents and actions that need to be compiled and completed in order to finalize the amalgamation.
This Ontario Checklist for Long Form Amalgamation is a downloadable and fully editable MS Word template.
AMALGAMATION CHECKLIST LONG FORM AMALGAMATION (ONTARIO) Must be dated and filed: 1. Background Searches 1.1 Corporate search on each company 1.2 PPSA search on each company 1.3 Execution search on each company in jurisdiction where it carries on business 1.4 Real estate searches if either company owns real estate and is changing its name 2. Minute Book Review 2.1 Review each minute book 2.2 Prepare any documentation necessary to bring each minute book into good standing 3. Collect Post-Closing Information on Amalgamated Company 3.1 Name 3.2 Directors 3.3 Officers 3.4 Share attributes 3.5 Pre-closing shareholders: name, number and class of issued shares, stated capital, value of shares 3.6 Post-closing shareholders: name, number and class of issued shares, stated capital 3.7 Registered Office address 3.8 Target amalgamation date 4. Amalgamation Documents 4.1 Amalgamation agreement 4.2
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