3 December 2009 External T.I. 2009-0311921E5 F - ESOP-US -- summary under Subsection 7(2)

Does s. 7 apply where a trust created under an employee stock ownership plan (the "Plan") acquires all of the shares of USCO and each year the Plan credits to a notional account of each Participant (including Participants resident in Canada and employees of CANCO) a pro rata share of the shares so acquired? In responding, yes, the Decision Summary stated:

Where shares are credited to a particular Participant's notional account, subsection 7(2) applies because a trustee holds a security, in trust or otherwise, conditionally or unconditionally, for an employee.

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603768
d7 import status
Drupal 7 entity type
Node
Drupal 7 entity ID
603769
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