17 May 2012 IFA Roundtable, 2012-0444041C6 - IFA 2012 - Beneficial Ownership -- summary under Article 11

When asked to "comment on what factors it will take into account in determining beneficial ownership," CRA stated:

Where a recipient of income does not receive the payment as agent or nominee for another party, the CRA will consider the recipient to be the beneficial owner of the income if the payment is received for the recipient's own use and enjoyment and the recipient assumes risk and control over the payment. In light of Prévost Car and Velcro Canada, the CRA will generally accept that a payment will be for the recipient's use and enjoyment, and that the recipient assumes risk and control over the payment, if the recipient holds a sufficient degree of discretion with respect to the use or application of the payment.

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