Skip to content

top bar

  • Home
  • Contact
Lexata

capital markets rules on demand

  • Financial Statements and MD&A
  • Non-GAAP Financial Measures
  • Climate Disclosure
  • Insider Reporting, Early Warning, and Takeover Bid Exemptions
  • Investment Funds
  • Definitions
  • 2022 AGM Calculators

Companion Policy to NI 81-106 Investment Fund Continuous Disclosure

Part 8 Information Circulars


Companion Policy to NI 81-106 Investment Fund Continuous Disclosure
Part 8 Information Circulars
Section 8.1

Sending of Proxies and and Information Circulars

Investment funds are reminded that National Instrument 54-101 prescribes certain procedures relating to the delivery of proxy-related materials sent to beneficial owners of securities.

Share the post "Sending of Proxies and and Information Circulars"

  • National Instrument 81-106 Investment Fund Continuous Disclosure
    • Part 1 Definitions and Application
    • Part 2 Financial Statements
    • Part 3 Financial Disclosure Requirements
    • Part 4 Management Reports of Fund Performance
    • Part 5 Delivery of Financial Statements and Management Reports of Fund Performance
    • Part 6 Quarterly Portfolio Disclosure
    • Part 7 Binding and Presentation
    • Part 8 Independent Valuations for Labour Sponsored or Venture Capital Funds
    • Part 9 Annual Information Form
    • Part 10 Proxy Voting Disclosure for Portfolio Securities Held
    • Part 11 Material Change Reports
    • Part 12 Proxy Solicitation and Information Circulars
    • Part 13 Change of Auditor Disclosure
    • Part 14 Calculation of Net Asset Value
    • Part 15 Calculation of Management Expense Ratio
    • Part 16 Additional Filing Requirements
    • Part 17 Exemptions
    • Part 18 Effective Date and Transition
  • Form 81-106F1 Contents of Annual and Interim Management Report of Fund Performance
    • Part A Instructions and Interpretation
    • Part B Content Requirements for Annual Management Report of Fund Performance
    • Part C Content Requirements for Interim Management Report of Fund Performance
  • Companion Policy to NI 81-106 Investment Fund Continuous Disclosure
    • Part 1 Purpose and Application of the Companion Policy
    • Part 2 Financial Statements
    • Part 3 Auditors and their Reports
    • Part 4 Delivery of Financial Statements and Management Reports of Fund Performance
    • Part 5 Independent Valuations
    • Part 6 Proxy Voting Disclosure for Portfolio Securities Held
    • Part 7 Material Change
    • Part 8 Information Circulars
    • Part 9 Net Asset Value
    • Part 10 Calculation of Management Expense Ratio
    • Appendix A

Lexata’s database should be used for reference purposes, not legal advice related to specific fact scenarios. As indicated in the menu of topics and search results, this website covers financial statements; non-GAAP financial measures; insider reporting; early warning reporting; exemptions from the takeover bid rules; proposed ESG disclosure rules; investment funds; definitions relating to these topics; and AGM deadlines. Please contact us with any questions about the coverage of this website and future topic additions.

Please see our Privacy Policy for information on the data we collect from customers and how we use and protect that data.

© Queen’s Printer in respect of Ontario laws and rules on Lexata’s website. They have been reproduced with care but are not the official versions as set forth in The Legislation Act, 2006.

© Lexata 2022
Login to Lexata

Not a customer? Please start a trial.

back to home page

Reset Password

Subscriber content. Please sign up for a free trial.

We look forward to working with you.

Already a customer? Please login.   |   back to home page

Please enter your e-mail and we will send you a reset password link.

Back to Login