The way the question flow works - who signs what form - what question work towards what exemption.
DealMaker will guide investors through the question flow, as they would be completing a physical subscription agreement. By identifying characteristics such as investor residence will allow the platform to direct to exemptions that may apply to the investor. The investor will then be presented with a simplified set of questions to identify whether they are an accredited investor for example, and if so, what makes them an accredited investor and ensuring that the accredited investor signs the appropriate risk acknowledgement form as required.
The same can be said for those relying on friends and family exemptions, the question flow will assist the investor in identifying their relationship as per the securities regulations requirements and again, ensuring risk acknowledgment forms are complete for the provinces of Ontario and Saskatchewan.
DealMaker will guide investors through the appropriate certificates whatever jurisdiction are provided, to keep an issuer compliant in all jurisdictions their legal counsel has deemed appropriate for the offering.