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  2. Information for Issuers

What documents are provided when I use addy's software?

This article is to help you understand the essential documents provided by addy during the issuance process.

Each document we provide plays a crucial role in facilitating transparency, compliance, and efficient management on addy's platform for your issuance. For a brief overview of each document type, see descriptions below. For a detailed explanation and template of each document, please click on the respective links provided.

    • Confidentiality Agreement: Establishes confidentiality protocols to safeguard sensitive information. Click here for more information.
    • Subscription Agreement: Contract outlining terms and conditions for purchasing shares. Click here for more information.
    • Share Certificate: Proof of ownership of shares in the company. Click here for more information.
    • Directors Consent Resolution: Official consent for distribution actions, ensuring compliance and clarity. Click here for more information.
    • DCR Distribution Agreement: Outlines terms for distribution decisions among stakeholders. Click here for more information.
    • Funds Flow Agreement: Specifies the flow of funds within the organization. Click here for more information.
    • T5: Tax form for reporting investment income. Click here for more information.
    • T5013: Statement of partnership income for tax purposes. Click here for more information.
    • PAD Agreement: Pre-authorized debit agreement for efficient financial transactions. Click here for more information.
    • Quarterly Statement: Provides a snapshot of financial performance and status. Click here for more information.

Disclaimer: Please note that the template documents provided are for informational purposes only and do not constitute legal advice. We disclaim all liability for any errors or omissions in the templates or for any actions taken based on the provided documents. Users should consult with a qualified legal professional before using these templates for any specific legal or business purposes.