Investment Funds Investment Funds

Equity line financing: a strategic tool for large-scale projects in Canada

The equity line structure is a governance-rich approach to equity financing that aligns funding needs with project milestones.

PE Points Newsletter

Osler’s National Private Equity Group has launched its quarterly PE newsletter: your source of private equity news and information.

Key competition law considerations when transferring portfolio businesses to continuation vehicles

Transferring a portfolio business to a continuation vehicle may be subject to mandatory notification under the Competition Act.

Québec amendments affecting financial sector aim to harmonize with other Canadian jurisdictions

We outline the key aspects of the amendments and how they affect participants in the province’s financial sector.

Proposed enhancements to the regulatory framework for exchange-traded funds by the Canadian Securities Administrators

A consultation paper proposes enhancements to the regulatory framework for exchange-traded funds.

Return of the hybrid: the rise of structured equity solutions

Organizations can achieve transformative capital solutions through structured equity transactions.

Mixed feedback on the OSC’s proposal to improve retail investor access to long-term assets

We recap the OSC’s proposed fund structure and the positive and negative reactions from various stakeholders.

CSA publishes updated guidance on ESG-related investment fund disclosure

On March 7, the Canadian Securities Administrators released expanded guidance on disclosure and sales communication practices for ESG-related...

CSA publish proposed amendments to Canadian public crypto asset fund rules

On January 18, 2024, the Canadian Securities Administrators published proposed amendments affecting investment funds that seek to invest in crypto...

CIRO Rule Consolidation kicks off with Phase 1 proposals

The Canadian Investment Regulatory Organization (CIRO) has published for comment Phase 1 of its Rule Consolidation Project proposals. What...