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SFI guide for written agreements with social purpose organizations (SPOs)

Social finance intermediaries (SFIs) that receive investment through the Government of Canada’s Social Finance Fund (SFF) will be required to collect data about the social purpose organizations (SPOs) they invest in. This will need to be reported alongside data about the SFI itself to their SFF investor(s) (wholesaler(s)). This guide provides a checklist and sample language to facilitate this.