The playbook · Edition 015 · Canada

Three per cent, three per cent and six-tenths: Ontario’s unlicensed fiduciary

The step-by-step playbook behind Ontario’s only qualification for taking 3% of another person’s property is being eighteen.

What is inside

1. The one-page conclusion
2. Phase A · Standing it up
3. Phase B · The first client
4. Phase C · The three timelines
5. Fees and venues
6. The rules that govern it
7. The engagement, end to end
8. Records and the diligence pack
9. Counterparties
10. Who is responsible for what
11. Risk, gates and the long watch
12. Cost, timeline and break-even
13. Launch checklist and the 30 / 60 / 90
14. Not yet verified
15. Sources