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FOR BUSINESS LEADERS · OAK BAYOak Bay

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An Oak Bay business may propose transferring a leader who both sets strategy and personally serves key clients. The L-1A assessment should explain how those responsibilities fit together in practice. A strategic title does not make every activity managerial or executive. A first review can turn the proposal into a duty map: recurring decisions, the people who carry them out, the transferee's authority, and the work that remains personal delivery. It should also produce a date-tested record list for the foreign employment year, the ownership relationship, and the proposed US role. The useful decision is whether the organization can show a primarily managerial or executive job as it will actually be performed, not whether a senior title sounds plausible.

Talk about L-1A
PurposeExecutive or managerial transfer
Company linkQualifying related businesses
New officeA distinct evidence requirement

Start with the L-1A eligibility and application overview

01

Describe a representative working role

The position must be primarily managerial or executive. Identify decisions, support and operational work instead of counting all client contact as either automatically qualifying or automatically disqualifying. A first-line supervisor of nonprofessional workers does not qualify by title alone. Use a weekly schedule, reporting lines, job descriptions for subordinates, and examples of delegated approvals to separate management from hands-on production. A person may speak with major customers and still qualify, but the record should show why those contacts are executive oversight rather than the ordinary service the business sells. If a proposed manager is also the only person quoted to complete most client work, the plan needs a truthful staffing or delegation answer before filing.

02

Prove the qualifying employment and enterprise

A continuous qualifying foreign year within the relevant three-year period and a qualifying organizational relationship remain required, with continuing US and foreign business. A new office needs sufficient premises and support for a qualifying L-1A role within one year; initial approval is limited to one year. Use actual duties rather than an idealized description that omits material delivery work. The maximum period of stay in L-1A status is seven years. Sequence the review from the foreign payroll and leave history to corporate ownership records, then to US premises, budgets, and the organizational chart. The transferee needs a full qualifying year of employment abroad during the three years immediately before the relevant filing or admission. An L-1A stay has a seven-year maximum, so an early plan should not treat the classification as an unlimited solution for a role that remains chiefly operational.

03

Employment days and actual business activity

US days do not count toward the qualifying foreign employment year; a trip does not automatically break continuity. The qualifying organization must provide goods or services regularly, systematically and continuously in the United States and at least one other country. New-office treatment concerns actual US doing business for less than one year, rather than incorporation alone. Keep travel records beside payroll records when calculating the foreign year, and identify who performed the US work on any days spent there. For a new office, the decisive materials are normally the executable premises arrangement, realistic hiring budget, revenue assumptions, and the division of duties after launch. A new corporate registration cannot settle those operational questions by itself.

04

Show the qualifying entities and foreign service

The qualifying relationship for an intracompany transfer may be parent and subsidiary, a branch, or an affiliate, and affiliation includes two entities owned and controlled by the same group of individuals in approximately the same proportion. A managerial claim looks at whether the person manages an organisation, department, subdivision, function or component; supervises and controls professional or supervisory staff, or manages an essential function; and exercises discretion over day-to-day operations. Owner or major-stockholder cases also require the applicable temporary-service and subsequent foreign-assignment evidence. Create a decision inventory showing who sets policies, controls budgets, directs managers, and handles routine work.

SOURCES FOR THIS GUIDE

Sources reviewed 2026-09-07. This guide covers a preparation focus; it is not an individual eligibility assessment.

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L-1A · OAK BAY

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