What do I need for my AGM package?

Your Customer Success Representative (CSR) needs the full, official package. Please provide the following documents in one single PDF format:

Official Notice of Meeting (The mandatory CAO form)
Audited Financial Statements (from the last fiscal year)
Minutes from the last AGM (or previous Owners' meeting)
Candidate Disclosure Statements (for all director candidates who applied)
Proxy Form (so owners can delegate their vote)
Director Qualifications Text (Copy of the specific text from the Condominium Act)
The meeting Agenda
Any extra material requested by 15% or more of the owners by the deadline.

Your CSR will contact you to start gathering the final documents.
Send all the documents listed above (Financials, Minutes, etc.) to your CSR, ideally as PDFs.
We'll load everything into our platform, preparing it for digital distribution.
Your CSR will send you a final draft of the complete digital notice for your review. This is exactly what owners will receive!
Check everything twice: Make sure the attachments, meeting date, time, and access details are all perfect.
Reply to the draft email with your final approval.
Once approved, your CSR will schedule the notice to go out to all owners and mortgagees at least 15 days before the AGM date.

This is the final countdown! Here’s the simple process for sending the official Notice of Meeting package to owners and mortgagees, which must go out at least 15 days before your Annual General Meeting (AGM).