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Information for Issuers
Answers to common questions and other information for Issuers; Directors, Finance, Legal, Analyst
- Does addy work with Capital Brokers?
- addy requires a signed Letter of Attestation for Court Proceedings
- Federal Business Number is a mandatory field when doing a Public Raise
- As an Issuer how can I download my Corporate Securities Register (CSR)
- How do I access the Directors' Consent Resolutions (DCR) for an issuance.
- Add a new Category and/or Document Label to a Data Room
- How do I add my entity's bank account?
- How do I configure Estimated Distribution Schedule for my issuance?
- Entity Overview Permissions
- Data Room Permissions
- Issuance Permissions
- Transaction Ledger Permissions
- CSR Permissions
- Directors, Officers, and Signatories Permissions
- Distribution Permissions
- Raise Capital Permission
- How does my subscription agreement get automatically created?
- Accountability of the Subscription Agreement
- Understanding Minimum Required Investment
- Is a confidentiality agreement provided by addy?
- Is a subscription agreement provided by addy?
- Is a funds flow agreement provided by addy?
- Is a share certificate provided by addy?
- Is a DCR distribution agreement provided by addy?
- Are director's consent resolutions provided by addy?
- Is a pre-authorized debit agreement (PAD) provided by addy?
- Is a T5 provided by addy?
- Is a T5013 provided by addy?
- Quarterly Statements Are Automatically Sent to Investors
- What documents are provided when I use addy's software?
- What data do I need to provide to addy so I can get approved to raise capital?
- What is a Public Issuance?
Getting started
- How can I list a property with addy if I haven't done so before?
- Signing up for an addy Business account
- How do I add an entity to my account?
- How do I add a property to my entity?
- As an Issuer account owner, how can I add another user to my account?
- What should I input for Short Address
- What should I input for Property Name
- What are the four real estate strategy types?
- How to Invite a Dealer to Manage Your Issuances
- Entity Details: What is the field "Trust Name" used for?
- What is the "Cost per Security" field used for?
- Entity Details: What is the field "Asset Manager" used for?
- Entity Details: What is the field "Entity Name" used for?
- How does addy Classify Issuers?
- Where does my Company Name get used?
- Issuer onboarding process
- What is the Plan field used for?
- What User roles are available on an Issuer Account?
- Are there fees associated with Wire Transfer?
- What is the "Campaign Start Date"?
- What is the "Campaign End Date"?
- How to Upload a Headshot to addy Business
- How do I fill in the Neighbourhood Highlights section of addy Business?
- 🗂️ Data Room Upgrades: External Sharing, Confidentiality, and New Marketing Tab
- 🏦 How to Add Mortgage Details on Your Property Page
Taxes
- What does addy Business provide for tax filings for Issuers?
- What are the categories for classifying a distribution?
- How can I preview and release T5s?
- How to Review and Generate T5013 Tax Slips
- What are my responsibilities for providing tax forms as an issuer?
- How does the T5013 Slip generator handle custom values?
- How many decimal places are used for tax reporting?
- Why are SIN numbers missing from some of the investors?
Accessing Investor Information
Distributions
Public Issuance
- Does addy review deals requiring a Phase II Environmental Site Assessment?
- What privileges is the addy Squad given when I perform a Public Issuance?
- Hiring an Independent Building Inspector
- Launch Checklist requires Dealer Bio / Logo
- What do I need in place to raise capital with addy?
- What does it mean when an issuance is Coming Soon?
- What does each issuance status mean?
- What should I input for Primary Address
- What is the Primary Image?
- What is a mini prop image?
- What is a mini prop sticker?
- What is the Offering Date?
- What is the Confirmation Email Visual?
- What is the Confirmation Email Headline?
- What are Property Highlights?
- What is Property Description?
- What is a Parcel Identifier (PID) or Property Identification Number (PIN)?
- What is a Security Name?
- What should I input for Entity Address?
- How do I assign a Primary Signatory?
- How do I enter Issuer Contact Person Address?
- How do I upload my Issuer logo and bio?
- What documents does the dealer need for due diligence for a Public Issuance?
- What do I input into IRR?
- What do I input into ROI?
- Why can't I edit my addy Business account?
- Summary of Key Canadian Securities Exemptions
- 🚫 Policy: Breach of Property Update Terms by Issuers
General
- How do I accept an invite to addy Business?
- How can I invite users to my addy Business account?
- 📬 How to Provide a Property Update as an Issuer
- Settled funds Details
- Information for Issuers about Reports of Exempt Distribution (RED reports)
- Issuers: Information about system generated emails
- What happens when I initiate a close for an issuance?
- How is the Estimated Term field used?
- 🔒 Issuer Policy on the Protection of Personally Identifiable Information (PII)
Menu Options
- How do I set my Disclaimer?
- How do I set a different (lower) max investment limit for a specific subscriber?
- Manually verify or update KYC status
- Issuers: Adding a director, officer or signatory to your account
- Is your account owner an Entity Director?
- Uploading documents to the Data Room
- Navigating the Data Room
- How to prepare and send a distribution
- Using the Asset Release Notification tool
Automated Emails and Notifications for Investors
- What is the "Purchase Approved Email" and when is it triggered?
- What is the "Almost Sold Out" Notification and when is it triggered?
- What is the "Property Copped" email and when is it triggered?
- What is the "Certificate" email and when is it triggered?
- What is the "distribution wallet entry" and when is it triggered?
- What is the "Upcoming property notification" email and when is it triggered?
- What is the "recent property update notification" email and when is it triggered?
- What does the property nickname look like in the addyverse
- What does the property nickname look like in an investor's investment history
- What does the property nickname look like in iOS app distribution notifications?
- What does the property nickname look like in iOS property status notifications
Wallets and Funding
Closing an Issuance
- What to input into actual ROI?
- What to input into actual IRR?
- What to input into the Actual Term?
- What is a Report of Exempt Distribution? How do I get the data to file one?
- Exit distribution notifications
- What is a Primary Signatory?
- Transaction Ledger Summaries
- Updating Your Minute Book After a Closing on Addy
- How to access RED filing information after a closing
- Private Issuer: How to record receipt of payment for Wires and/or Interac payments.
- 📄 New! Closing Docs, All in One Place
- 🧾 Why am I getting a “Title” error when trying to close?
Transaction Ledgers
- Issuers: Closing Transactions on the Transaction Ledger
- Transaction Ledger - Payment statuses
- Transaction Ledger Status: Dealer Approved
- Transaction Ledger Status: Pending Dealer Approval
- Transaction Ledger Status: Pending KYC
- Transaction Ledger Status: Pending Suitability
- Transaction Ledger Status: Pending Funds Settlement
- Transaction Ledger Status: Failed
- What is the Property Nickname field used for?
- Issuer: Can addy handle multiple prices for securities
Private issuance
- Private issuance statuses
- What is a private issuance?
- Private Issuance Quickstart Guide
- Private Issuance Distribution Notifications
- How to Invite Investors to My Private Issuance
- How to Invite Employees to your Private Issuance
- What is the minimum investment per investor field and how does it work?
- How do I open my private issuance to all accredited investors on addy?
- States for Private Issuance Transactions
- How can I use my own custom landing page?
- How to accept off-network and wire payments
- Import external investments into addy Business