--- title: What documents are provided when I use addy's software? description: This article is to help you understand the essential documents provided by addy during the issuance process. --- [Skip to content](https://learning.addyinvest.com/what-documents-are-provided-to-me-when-using-addys-software#main-content) English Show submenu for translations ![addy logo.png\]](https://learning.addyinvest.com/hs-fs/hubfs/logos%20-%20addy/addy%20logo.png?height=40&name=addy%20logo.png) Open main navigation Close main navigation - English Show submenu for translations - [Go to addyinvest.ca](https://addyinvest.ca/) [Go to addyinvest.ca](https://addyinvest.ca/?hsLang=en) Hello 👋 How can we help you? - There are no suggestions because the search field is empty. 1. [addy Help Centre](https://learning.addyinvest.com/?hsLang=en) 2. [Information for Issuers](https://learning.addyinvest.com/information-for-issuers?hsLang=en) # 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](https://learning.addyinvest.com/what-is-our-confidentiality-agreement?hsLang=en) for more information. - - **Subscription Agreement**: Contract outlining terms and conditions for purchasing shares. Click [here](https://learning.addyinvest.com/what-is-our-subscription-agreement?hsLang=en) for more information. - **Share Certificate**: Proof of ownership of shares in the company. Click [here](https://learning.addyinvest.com/what-is-our-share-certificate?hsLang=en) for more information. - **Directors Consent Resolution**: Official consent for distribution actions, ensuring compliance and clarity. Click [here](https://learning.addyinvest.com/what-is-our-agreement?hsLang=en) for more information. - **DCR Distribution Agreement**: Outlines terms for distribution decisions among stakeholders. Click [here](https://learning.addyinvest.com/dcr-distribution-agreement?hsLang=en) for more information. - - **Funds Flow Agreement**: Specifies the flow of funds within the organization. Click [here](https://learning.addyinvest.com/is-a-distribution-agreement-provided-by-addy?hsLang=en) for more information. - **T5**: Tax form for reporting investment income. Click [here](https://learning.addyinvest.com/is-a-t5-provided-by-addy?hsLang=en) for more information. - **T5013**: Statement of partnership income for tax purposes. Click [here](https://learning.addyinvest.com/are-t5013s-provided-by-addy?hsLang=en) for more information. - **PAD Agreement**: Pre-authorized debit agreement for efficient financial transactions. Click [here](https://learning.addyinvest.com/is-a-funds-flow-agreement-provided-by-addy-1?hsLang=en) for more information. - **Quarterly Statement**: Provides a snapshot of financial performance and status. Click [here](https://learning.addyinvest.com/is-a-quarterly-statement-provided-by-addy?hsLang=en) 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.* - [Information for Members](https://learning.addyinvest.com/information-for-members?hsLang=en#main-content) - [General](https://learning.addyinvest.com/information-for-members?hsLang=en#general) - [Distributions](https://learning.addyinvest.com/information-for-members?hsLang=en#distributions) - [Fees and Expenses](https://learning.addyinvest.com/information-for-members?hsLang=en#fees-and-expenses) - [Your addy Account](https://learning.addyinvest.com/information-for-members?hsLang=en#your-addy-account) - [Exempt Market Dealer/Funding Portals](https://learning.addyinvest.com/information-for-members?hsLang=en#exempt-market-dealer-funding-portals) - [Due Diligence](https://learning.addyinvest.com/information-for-members?hsLang=en#due-diligence) - [Taxes](https://learning.addyinvest.com/information-for-members?hsLang=en#taxes) - [Referrals](https://learning.addyinvest.com/information-for-members?hsLang=en#referrals) - [Adding CAD Funds](https://learning.addyinvest.com/information-for-members?hsLang=en#adding-cad-funds) - [Withdrawing Funds](https://learning.addyinvest.com/information-for-members?hsLang=en#withdrawing-funds) - [USD Funds](https://learning.addyinvest.com/information-for-members?hsLang=en#usd-funds) - [Bank Account Linking](https://learning.addyinvest.com/information-for-members?hsLang=en#bank-account-linking) - [Eligible Investors](https://learning.addyinvest.com/information-for-members?hsLang=en#eligible-investors) - [Real Estate Fund](https://learning.addyinvest.com/information-for-members?hsLang=en#real-estate-fund) - [Hard Money Loans](https://learning.addyinvest.com/information-for-members?hsLang=en#hard-money-loans) - [Corporate Accounts](https://learning.addyinvest.com/information-for-members?hsLang=en#corporate-accounts) - [USA Offerings](https://learning.addyinvest.com/information-for-members?hsLang=en#usa-offerings) - [Perks](https://learning.addyinvest.com/information-for-members?hsLang=en#perks) - [EFT Transactions](https://learning.addyinvest.com/information-for-members?hsLang=en#eft-transactions) - [Cards](https://learning.addyinvest.com/information-for-members?hsLang=en#cards) - [Information for Issuers](https://learning.addyinvest.com/information-for-issuers?hsLang=en#main-content) - [Getting started](https://learning.addyinvest.com/information-for-issuers?hsLang=en#getting-started) - [Taxes](https://learning.addyinvest.com/information-for-issuers?hsLang=en#taxes) - [Accessing Investor Information](https://learning.addyinvest.com/information-for-issuers?hsLang=en#accessing-investor-information) - [Distributions](https://learning.addyinvest.com/information-for-issuers?hsLang=en#distributions) - [Public Issuance](https://learning.addyinvest.com/information-for-issuers?hsLang=en#public-issuance) - [General](https://learning.addyinvest.com/information-for-issuers?hsLang=en#general) - [Menu Options](https://learning.addyinvest.com/information-for-issuers?hsLang=en#menu-options) - [Automated Emails and Notifications for Investors](https://learning.addyinvest.com/information-for-issuers?hsLang=en#automated-emails-and-notifications-for-investors) - [Wallets and Funding](https://learning.addyinvest.com/information-for-issuers?hsLang=en#wallets-and-funding) - [Closing an Issuance](https://learning.addyinvest.com/information-for-issuers?hsLang=en#closing-an-issuance) - [Transaction Ledgers](https://learning.addyinvest.com/information-for-issuers?hsLang=en#transaction-ledgers) - [Private issuance](https://learning.addyinvest.com/information-for-issuers?hsLang=en#private-issuance) - [Debt Issuances](https://learning.addyinvest.com/information-for-issuers?hsLang=en#debt-issuances) - [The Offering Document](https://learning.addyinvest.com/information-for-issuers?hsLang=en#the-offering-document) - [Subscription Agreement Template](https://learning.addyinvest.com/information-for-issuers?hsLang=en#subscription-agreement-template) - [Perks](https://learning.addyinvest.com/information-for-issuers?hsLang=en#perks) - [AI Tools](https://learning.addyinvest.com/information-for-issuers?hsLang=en#ai-tools) - [Information for Dealers](https://learning.addyinvest.com/information-for-dealers?hsLang=en#main-content) - [Dealing Representatives](https://learning.addyinvest.com/information-for-dealers?hsLang=en#dealing-representatives) - [CCO / UDP](https://learning.addyinvest.com/information-for-dealers?hsLang=en#cco-udp) - [Issuance support](https://learning.addyinvest.com/information-for-dealers?hsLang=en#issuance-support) - [FAQs](https://learning.addyinvest.com/faqs?hsLang=en#main-content) - [USD](https://learning.addyinvest.com/faqs?hsLang=en#usd) - [I need human support](https://learning.addyinvest.com/i-need-human-support?hsLang=en) - [Information for Accredited Investors](https://learning.addyinvest.com/information-for-accredited-investors?hsLang=en#main-content) - [Accredited Investor Categories](https://learning.addyinvest.com/information-for-accredited-investors?hsLang=en#accredited-investor-categories) - [FAQ](https://learning.addyinvest.com/information-for-accredited-investors?hsLang=en#faq) - [Hard Money Loans](https://learning.addyinvest.com/hard-money-loans?hsLang=en#main-content) - [For Borrowers](https://learning.addyinvest.com/hard-money-loans?hsLang=en#for-borrowers) - [For Lenders](https://learning.addyinvest.com/hard-money-loans?hsLang=en#for-lenders) - [addy Intelligence](https://learning.addyinvest.com/addy-intelligence?hsLang=en#main-content) - [AI Agents](https://learning.addyinvest.com/addy-intelligence?hsLang=en#ai-agents) - [Information for Card Issuers](https://learning.addyinvest.com/information-for-card-issuers?hsLang=en#main-content) - [EFT](https://learning.addyinvest.com/information-for-card-issuers?hsLang=en#eft) - [Interac](https://learning.addyinvest.com/information-for-card-issuers?hsLang=en#interac) - [Wire Transfer](https://learning.addyinvest.com/information-for-card-issuers?hsLang=en#wire-transfer) - [General](https://learning.addyinvest.com/information-for-card-issuers?hsLang=en#general) - [Fund Management](https://learning.addyinvest.com/information-for-card-issuers?hsLang=en#fund-management) [![Chill listening crop-3](https://learning.addyinvest.com/hs-fs/hubfs/logos%20-%20addy/slogan%20-%20black.png?width=109&height=33&name=slogan%20-%20black.png "Chill listening crop-3")](http://addyinvest.ca?hsLang=en) addyinvest.ca Help Centre Copyright © 2026, addy Technology Corp.