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CÔTE SAINT-LUC · L-1A FIELD GUIDE

What if resolving the reporting structure requires extra review?

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THE DIRECT ANSWER

Ask which work is included in the agreed scope and which additional factual questions the company must answer. Separate professional charges from official fees.

Do not confuse editing with a business decision

An adviser can assess an arrangement, but the company must establish its actual allocation of authority. Paying for a more polished chart cannot resolve an undecided management structure or guarantee the classification. The money is usually spent on the wrong problem.

A company that cannot say who approves a capital request pays for a redrawn chart, a second opinion on the wording, and a rewritten support letter — and still cannot say who approves a capital request. The cause is that professional work looks like it might produce an answer the business has not yet reached. It cannot.

Before commissioning anything further, put one question to the company in writing and wait for a written answer: for each category of decision in the proposed role, who holds final sign-off today. Once that exists, ask an adviser for a scope that names the deliverables — analysis of the arrangement, the documents to be reviewed, the drafting included, and what falls outside — and keep official filing fees on a separate line, since those are set independently of any professional charge and should be confirmed at the time of filing.