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This document outlines the changes to the certification requirements for Venture Issuers in relation to annual and interim filings, including the introduction of Basic Annual and Basic Interim Certificates.
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How to fill out OSC Staff Notice 52-717

01
Download the OSC Staff Notice 52-717 form from the official OSC website.
02
Read the instructions provided carefully to understand the requirements.
03
Fill out your personal information, including your name, address, and contact details.
04
Provide details about the specific securities or transactions related to your inquiry.
05
Include any relevant documentation or supporting information as specified in the notice.
06
Review the form for accuracy and completeness before submission.
07
Submit the form via the designated submission method as indicated in the notice.

Who needs OSC Staff Notice 52-717?

01
Individuals or entities who have been involved in transactions with a potential exemption under Ontario securities law.
02
Those seeking guidance on a specific issue related to Ontario securities regulation.
03
Securities industry professionals needing clarity on compliance matters.
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People Also Ask about

52-109 - Certification of Disclosure in Issuers' Annual and Interim Filings.
This course will provide participants with a comprehensive understanding of taxation principles as they relate to investment planning. They will learn about tax-efficient investment strategies, tax implications of different investment vehicles, and the impact of tax laws on investment decisions.
Mandate: To provide protection to investors from unfair, improper or fraudulent practices, to foster fair, efficient and competitive capital markets and confidence in the capital markets, to foster capital formation, and to contribute to the stability of the financial system and the reduction of systemic risk.
National Instrument 52-109 — Certification of Disclosure in Issuers' Annual and Interim Filings (NI 52-109) Practical Law Canada Glossary 8-574-9485.

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OSC Staff Notice 52-717 is a guidance document issued by the Ontario Securities Commission that outlines the expectations for the reporting of certain investment funds and their compliance with regulatory requirements.
Registered investment fund managers and other entities that manage or operate investment funds are required to file OSC Staff Notice 52-717 to ensure compliance with the regulatory framework.
To fill out OSC Staff Notice 52-717, entities must provide accurate and complete information regarding their investment funds, following the guidelines and templates provided by the Ontario Securities Commission.
The purpose of OSC Staff Notice 52-717 is to enhance transparency and improve the regulatory oversight of investment funds in Ontario, ensuring that fund managers adhere to established standards.
The information that must be reported includes fund performance, fees, expenses, and any material changes that could impact investors' decisions or the operation of the funds.
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Relevant keywords

Venture Issuer Annual Certificate Interim Certificate Ontario Securities Commission CSA Notice MI 52-109 financial reporting disclosure controls investment financial statements

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