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APPLICATION ANSWERS · TN FIELD GUIDE

Kelowna: What documents should explain an equity component in the TN offer?

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THE DIRECT ANSWER

Provide the relevant offer, grant and governing documents and an accurate explanation of current and proposed rights. A compensation summary may omit voting or control provisions. The supporting employment account should agree with those documents rather than describe an arrangement that excludes consequential rights.

Separate conditional rights from issued interests

Record dates, vesting or other conditions and actual ownership as relevant. Do not conceal a controlling arrangement by submitting only the salary page. Preserve the full professional duty and credential evidence alongside the ownership record.

Assemble the complete signed offer, duties schedule, credential proof, passport, and every document that affects current or future control. A first review normally produces a document list that distinguishes executed rights from discussion drafts. Read the capitalization table with option plans, voting agreements, and board consents; a compensation summary may leave out the controlling term. Keep originals or reliable copies of education and licensing evidence, and obtain a concise employer letter that states duties, pay, location, and duration. Where an intermediary is involved, include the agreement showing who directs the professional. Do not solve an inconvenient ownership fact by omitting the agreement that proves it.

Hypothetical example: a cartographer receives restricted units from a mapping contractor. Her file needs the actual unit plan and employer contract, because a payroll letter alone does not explain whether she controls the work.