4 March 2025 External T.I. 2024-1009691E5 F - Bump and Qualifying Exchange -- summary under Paragraph 88(1)(c)

Parent acquired for $75,000 all of the outstanding shares of another taxable Canadian corporation (the Subsidiary), whose only property was a share of a mutual fund corporation (MFC) with an ACB of $25,000.

One month later, the Subsidiary exchanged its MFC share on a rollover basis pursuant to a s. 132(2) qualifying exchange for two units of a mutual fund trust (MFT) to which all the MFC assets were transferred. One month later (on the “Distribution Date”), the Subsidiary was amalgamated in a short-form vertical amalgamation with Parent pursuant to s. 87(11), so that the MFT units were distributed.

In finding that the s. 88(1)(d) bump was not available respecting the MFT units because the Subsidiary did not satisfy the requirement in the s. 88(1)(c) midamble that it have held, without interruption, those units between the acquisition of control of the Subsidiary and the Distribution Date, CRA noted that there was no continuity rule deeming the MFT to be a continuation of the MFC after the qualifying exchange, nor was there any rule deeming the MFT units to be the same property as the MFC share held prior to the qualifying exchange.

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