Review the effective change and update material organizational or operating facts.
Use the completed transaction
Do not continue relying on a proposed structure that differs from the closed deal. An earlier assessment does not guarantee the post-closing case meets all conditions.
Build a dated review file around the transfer date, foreign employment dates, office opening sequence, premises date, and later extension evidence. Immediately after closing, the corporate secretary should update the register and issue certificates for the U.S. entity, and the group's registers should be brought current on the Canadian side as well. Start with the facts that exist today: names of parties, dates, duties, ownership rights, payments, and any condition that could change the arrangement. Update the launch calendar and duty chart using resources actually available at transfer. Update the duty breakdown, authority, staffing, worksite, and corporate facts, then determine whether an extension or amended filing is required before the authorized period expires. The first review should place completed events and future contingencies on separate dates. Only then can the petition be prepared, and preparation typically takes several weeks because the organizational charts and the position description are usually revised more than once. Someone counts twelve months from a start date, books the transfer for the day after, and the review then finds an unpaid leave in the middle that the calendar never saw.