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CSA NI 51-102 — Annual Information Form

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    Overview

    Draft and validate the Annual Information Form (AIF) for Canadian reporting issuers under NI 51-102 Part 6 and Form 51-102F2. Ensures business description, risk factors, capital structure, directors and officers, and material contracts for SEDAR+ filing.

    Example Conversation

    You: We need to draft our Annual Information Form for NI 51-102. Can you prepare the main sections—business description, risk factors, capital structure, directors and officers, and material contracts—and then validate the draft?

    Agent: I’ll draft the AIF per Form 51-102F2 with those sections and run validate_ni51102_aif on the draft.

    Agent: Created aif-draft.md. Running validate_ni51102_aif

    Agent: Check PASS — the document includes business description, risk factors, capital structure, directors and officers, and material contracts, with no placeholders. You can file on SEDAR+ after final review.

    What the Tools Validate

    validate_ni51102_aif checks the AIF draft for:

    • Business description — Nature of the business and operations.
    • Risk factors — Material risks specific to the issuer.
    • Capital structure — Share capital and securities outstanding.
    • Directors and officers — Identification and background.
    • Material contracts — Summary or reference to material contracts.
    • Placeholders — Flags [TODO], TBD, or similar to replace before SEDAR+ filing.

    Output: PASS when there are no errors or warnings; otherwise FAIL with a findings list. Fix flagged items and re-run until the check passes.

    Output Excerpt

    AIF (excerpt):

    ## Description of the Business
    
    [Company] is a [description]. Our principal business is [operations]. We operate in [geographies/segments]...
    
    ## Risk Factors
    
    Investors should consider the following material risks: [risk 1], [risk 2]...
    
    ## Capital Structure
    
    As at [date], our share capital consisted of [description]. Outstanding options and warrants...
    
    ## Directors and Officers
    
    The following table sets out our directors and officers...
    
    ## Material Contracts
    
    We have entered into the following material contracts...
    

    validate_ni51102_aif report (excerpt):

    === CSA NI 51-102 AIF (Form 51-102F2) VALIDATION ===
    Result: PASS
    

    Getting Started

    Add your source materials to the project workspace (prior AIF, board info, material contracts), then activate the CSA NI 51-102 — Annual Information Form skill. The agent will guide you through drafting and validating with validate_ni51102_aif.

    Ready to let your expertise drive the workflow?

    Stop wrestling with rigid templates and complex tooling. Write your process in markdown, let the agent handle the rest.

    Get Started