Why are American investors on my Canadian deal filling out Canadian exemption forms?
By default, DealMaker routes all investors on a Canadian deal to complete a Canadian exemption. If available, they will also complete an exemption applicable to their own jurisdiction—an American investor will complete one Canadian Exemption, as well as the US Accredited Investor certificate.
However, we can easily customize which investors fill out which form, by jurisdiction—if desired, US investors may be set to only complete the exemption relevant to their own jurisdiction, and bypass the Canada-specific forms.
Similarly, international investors can be toggled to only complete the International certificate, or complete the Canadian Accredited Investor certificate in addition. On US deals, Americans must always complete US-specific forms, but Canadians and Internationals can be toggled between completing only forms relevant to their own jurisdictions, or all forms including US forms.