Securities Law - Canada/US - Unconventional Asset Management

Project status
Project start date
Not specified
Project posted
3 Sep 2016 16:27
Project duration (approx.)
1 Day
Budget (approx.)
US$250.4 (fixed cost)
Financial Services
Area of expertise
Legal / Compliance
Consultant location
English (Essential)

Objectives and Key Deliverables

We are a mostly B2C company teaching people how to build multiple income streams. Potential clients with more money than time are asking us if we can invest their money, for them, in unconventional opportunities like P2P lending, timberland, mobile home parks, prediction markets, etc. To determine whether we want to offer this service, we need to know the legal rules that apply. We're looking for someone who's familiar with Canadian and/or US securities laws and asset management licensing rules.

To start with, we will discuss 10 unconventional investment opportunities with you and we'll want a legal analysis of which rules would apply in Canada and the US.

Depending on how it goes and what we learn, there may be additional work.

All outputs can be delivered remotely.

We're looking for an attorney, qualified in Canada or the United States. Some exposure to securities law would be appreciated.

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