What do I need for my Preliminary Notice?

Your CSR will reach out about 2–3 days before your legal deadline.
Send your CSR the Preliminary Notice package as a PDF. This must include the completed CAO Preliminary Notice of Meeting Form.
Send your ownership data in Excel. Make sure it includes these columns:
- Unit Number
- Owner Name(s)
- Owner Email Address(es)
- Mailing Address
- Onsite or Offsite Owner (specify)

Your CSR will set up the information in our platform.
We will send you a draft notice to review. This is the exact email the owners will see—you can click into it just like they will!
Review it carefully!
Once everything looks perfect, reply to the email to give us your approval.
With your thumbs-up, your CSR will schedule the notice to go out by the legal deadline.

The Notice of Meeting is the second, final package.
It must be sent to all owners and mortgagees at least 15 days before the AGM date.
This package contains the final meeting details: date, time, location/virtual link, final agenda, financials, and candidate info.

Ready to send out your Preliminary Notice? Here’s a simple checklist of what you need to send to your GetQuorum Customer Success Rep (CSR) so we can get it distributed for your Annual General Meeting (AGM).