Toronto Seminar Series

06/22/2016 10:30 a.m. - 01:30 p.m.

Capital Markets, Banking + Financial Services, Financial Institutions + Financial Services, Federal Tax, Derivatives + Commodities, Derivatives + Commodities Regulation, Structured Products, and Canada

The Fairmont Royal York
100 Front Street West
Toronto, ON M5J 1E3

Anna T. Pinedo and Remmelt A. Reigersman


Trevor Starer
(212) 336-4310

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Please join Morrison & Foerster and Stikeman Elliott for a briefing session on June 22, 2016 at the Fairmont Royal York Hotel in Toronto.

Canadian and U.S. Tax Developments
10:30 a.m. – 12:00 p.m.

This session will address Canadian tax developments that affect structured notes, derivatives and financial products, including tax proposals applicable to: (i) dispositions of linked notes in a secondary market; (ii) the valuation of certain derivatives; (iii) shareholders of certain multi-class mutual fund corporations, and (iii) transactions characterized as synthetic equity arrangements.

The presentation will also address US tax developments regarding structured products, including the rules addressing “dividend equivalent” transaction and the IRS “basket option” notices.  In addition, the presentation will touch on possible legislative proposals affecting the taxation of structured products.

U.S. Securities Law Updates
12:30 p.m. – 1:30 p.m.

We will address recent U.S. securities Law developments affecting U.S. broker-dealers as well as non-U.S. broker-dealers conducting business in the United States, including:

  • Section 4(a)(7) and the resale of securities;
  • The SEC’s Concept Release on Regulation S-K and Disclosure Effectiveness;
  • Use of non-GAAP measures; and
  • Final implementation of the JOBS Act.


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