Links to the latest public version of many of our legal documents and policies appear in the list below. You may have executed a different version of one of these documents, or, depending on how you work with us, other agreements may apply. If you need a copy of the exact documents that apply to you, or if there‘s a document you‘d like to review that isn‘t listed, please email us.
- Terms of Service
- Copyright Policy
- Arbitration Agreement
- Custodial and Voting Agreement
- Issuer Agreement
- Master Investor Agreement
- Transfer Agent Agreement
We’re always looking for ways to streamline our process. Sometimes we’re able to eliminate a document entirely. We provide links to older documents below for easy reference; however, it's unlikely you‘ll encounter any of them through normal use of our services. In time, these documents will be removed from our web site.
- Transfer Agent Agreement for offerings that commenced prior to March 3, 2018
- Custodial and Voting Agreement for offerings that commenced prior to March 3, 2018
- Issuer Agreement for offerings that commenced prior to March 3, 2018
- Securities Purchase Agreement for 4(a)(6) Transactions
- Securities Purchase Agreement for 506(c) Transactions
- CrowdPay Escrow Agreement
- Portal Fee Agreement