What things should be discussed upfront to promote and protect both parties interests?

@Matt Fore Yes it does have to be capital gain although there is some language that just references "gains" so we are waiting on additional guidance as to whether ordinary gains would qualify.I think the reason capital gains need to be invested into the funds instead of straight cash is that by recognizing a capital gain you are selling something which promotes economic activity (selling stocks, businesses, real estate, etc.)

To keep things out of the grey we don’t want the individual benefiting from the IRA nor do we promote the Ira benefitting directly from the individual owner.

A lot of times they have rebates/promotions going on. 

More options promotes competition and is great for consumers, but it's also more to sort through.Feel free to PM me if you'd like to discuss.

However I thought this post seemed pretty realistic.Usually these self promoting posts get a hearty round of praise from the complete newbs, and are completely  ignored by anyone actually knowledgeable. 

Link removed; Self promotional in addition to McAffee warning to avoid. 

Even though you are canadian, you can take legal action against all companies involved including the marketing promoter. you should be able to recover some funds at least.

I have found most of the "free and clear" lists getting promoted are either free&clear AND high equity. 

No one is getting fired over this and no one is getting a promotion over this.