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WESTMOUNT · L-1A FIELD GUIDE

What if the Canadian role expands after planning the transfer?

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THE DIRECT ANSWER

Explain the changed responsibilities and their effect on the proposed U.S. work. Have material changes assessed before relying on the earlier strategy.

Update the actual allocation

Identify which duties remain delegated and what the applicant now performs. Preserve effective dates and revised records. An unchanged U.S.

title cannot establish that the overall arrangement has remained the same. Outside the new-office exception, the qualifying capacity abroad and the proposed United States capacity are not required to match each other, so a change on either side does not automatically mean the other side has to be redefined the same way. A person whose foreign duties broaden into different work can, in the right case, still support a United States role that stays managerial or executive, provided the underlying qualifying relationship and the record of full-time foreign work still hold up.

A new office changes that general flexibility, because the qualifying period abroad specifically has to have been managerial or executive in its own right, so a foreign-role change matters more, not less, while the United States side remains a new office rather than an established operation. Confirm which framework actually applies before assuming a broader foreign role simply strengthens the case without a fresh look. Treat any material change to the foreign role as worth documenting on its own terms rather than assuming it automatically supports whatever was already planned for the United States side.