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CHESTERMERE · TN FIELD GUIDE

What should accompany an offer that includes shares?

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THE DIRECT ANSWER

Bring the employment terms, option or shareholder agreement, proposed duties and relevant company records, together with the applicant’s qualifications and citizenship evidence.

Show which terms are final

Mark draft provisions and identify who can confirm them. If a summary offer omits conditions appearing in the longer agreement, provide both. The employer’s support letter should describe the arrangement actually intended. A promise that legal documents will be settled later is not the same as evidence of the current position or control structure.

The supporting package must still establish Canadian or Mexican citizenship, a prearranged position within a listed USMCA profession, and the exact qualification required for that occupation; money cannot cure a category mismatch. A payroll register shows which entity actually compensates the professional; a signed services agreement shows which one directs the work; a degree transcript or an entry in a licensing body's register shows whether the qualification attached to the listed profession is met on its face. The portfolio supplements the credential and employer account; it does not replace the applicable degree or diploma/certificate-and-experience requirements or prove that unrelated production duties are professional design.