Counsel Training

DealMaker will digitize your subscription agreement to align the agreement with the question flow presented to investors as they complete their subscription. DealMaker has many precoded certificates to compliment the terms and conditions within the agreement. By doing so, this will make the integration process seamless. Once a digitized agreement is ready, you will be provided with a clean and blacklined version for review and approval for use. 

Where to find subscription agreements
Subscription agreements for each investor can be found within each investor profile on the deal you are assisting with. You can do this by clicking onto the profile of the investor selecting ‘View Agreement’.   

What permissions associated with lawyer role
The permissions associated with your account will allow you to have significant control over the deal to ensure that it runs smoothly. You will have access to all users within the deal portal, aside from those that are a part of your team. You will continue to have clear sight of where the deal is in its entirety, as well as where each investor is in terms of completing their subscription. 

How to review
Once an investor has completed their subscription agreement, you will receive an email noting their completion. This will guide you to their profile, where you will be able to view the agreement and review. Alternatively, you can access the agreement by selecting investor marked as ‘signed - pending review’.

If a deficiency is identified within the agreement, you will have the ability to reset the investors agreement and enter the question flow of that investor amending to an appropriate answer. Once updated, you can notify the investor that they are to resign the agreement. 

Upon subscription completion and review, the lawyer will enable the issuer to countersign the agreement. This is usually done, once the documentation is all together and funds have been received by the investor. 

You can export a pre-filled 45-106F1, there are two options that will either provide only those that relied on a Canadian exemption or one that contains every investor. This will be a great help when it comes to filing with the appropriate securities commissions at the closing of each distribution.