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CORPORATE AND COMMERCIAL LAW: CLIENT INTAKE FORM

If you are seeking legal representation for matters concerning corporate and commercial law, please fill out the below questionnaire. The information provided by you here will help us prepare your case and allow us to better represent you. Please note that your answers are protected by lawyer-client privilege.

Today’s date:

Repeat client:

Yes

Referred by:

PLEASE COMPLETE TO THE BEST OF YOUR ABILITY AND SUBMIT.

Type of incorporation:

Proposed names (please provide 3 choices), including a legal ending for your corporate name (i.e. Limited, Ltd., Corporation, Corp., Inc., Incorporated):

General description of your proposed business and the goods or services you are providing:

Jurisdiction(s) in which the company is likely to operate:

Registered office address (e.g. place of business) (if you don’t know the answer, leave blank):

Municipality (e.g. Town of Oakville, Burlington, Toronto, etc.):

Minimum and maximum number of directors (e.g. 1-10):

Name, address, phone number of all director(s) of the corporation. (Directors are elected by the shareholders and control the corporation.) (Directors must be over 18):

NAME, ADDRESS, PHONE NUMBER OF ALL OFFICERS OF THE CORPORATION. (PRESIDENT, SECRETARY AND TREASURER ARE MANDATORY OFFICER POSITIONS AND THEY MAY BE HELD BY THE SAME PERSON. THE DIRECTORS MAY APPOINT OTHERS FOR OTHER POSITIONS (VICE-PRESIDENT, CHIEF FINANCIAL OFFICER):

President:

Secretary:

Treasurer:

Other:

Other (2):

SHAREHOLDER INFORMATION:

a. Will this be a family business?

Yes

b. Will there be more than one shareholder?

Yes

(i) Will other members of your family be holding shares?

Yes

(ii) Will the corporation have non-family shareholders?

Yes

(iii)Will there be anyone actively involved in the business (other than you) and should be considered a shareholder?

Yes

C. SHAREHOLDERS:

Name

Address, Postal Code & Phone #

Number & Class of Shares

Consideration per Share

Name and address of accountant/auditor (if you don’t know the answer, please leave this blank):

Name and address of bank for the corporation (if you don’t know the answer, please leave this blank):

Signing authority (e.g. president and secretary together, any two directors, president plus one director):

Financial year end (i.e. December 31) (if you don’t know the answer, speak to your accountant or leave blank):

Quorum of directors (e.g. majority, two persons present) (if you don’t know the answer, leave blank):

Quorum of shareholders (e.g. majority, two persons) (if you don’t know the answer, leave blank):

Corporation’s original minute book to be kept at the offices of: (i.e. lawyer’s office, registered office, other location) (if other, please provide address):

INFORMATION

Cunningham Law Professional Corporation

Suite 300, 4316 Village Centre Court

Mississauga, ON

L4Z 1S2

905-270-8075

905-270-3944

905-270-4764

lawyers@cunninghamlawpc.com

HOURS

Monday - Friday: 09:00 AM – 05:00 PM

Evening and Saturday appointments available

SERVICE AREA

Mississauga

Brampton

Etobicoke

Oakville

Burlington

Scarborough

City of Toronto

Milton

Hamilton

And surrounding areas

SOCIAL

* Cunningham Law Professional Corporation referred to as Cunningham law

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