Adding distribution information
After a product is created and you have signed the add-ons Brokerage API or Signing, you will need to create distribution informations for the product. Please keep in mind, many of the required informations are sent via mail by the Liability Umbrella ("Haftungsdach").
To do so, open the detailled overview of the product and click on "Add distribution information"
The following data needs to be entered:
Distribution platform
For which distribution platform do you want to add the distribution information.
Compliance product name
Name under which the Liability Umbrella create the product on their end (Liability Umbrella can share this information with you)
Number of Units/Amount in €
Should the product be distributed via amount of tokens or in €
Unit steps
Amounts of tokens (or €) you would recommend a investor to invest (e.g. 100, 200, 500, ..)
Self disclosure required
In most cases this is true. This causes investors to disclose whether they earn enough money or have enough in the bank account to safely invest.
Investment knowledge and experience min score
Which scores a investor needs to reach in the questionnaire to be seen as suitable. This information should be provided by the Liability Umbrella
Service knowledge and experience min score
Which scores a investor needs to reach in the questionnaire to be seen as suitable. This information should be provided by the Liability Umbrella
Capital type
Is the product Debt or equity capital
Product start and end date/Runtime years
Enter whether you have fix dates or a runtime set for the product.
Start date
In case of product start date, enter when the product distribution will start.
End date
In case of product end date, enter when the product will end and investors will receive their money.
Runtime years
In case of runtime years, you can enter how long the product is expected to run. This information will be needed to calculate the costs and allowances. When in doubt enter 5 years as examplary value.
Costs brokerage nominal amount percent
Enter the value sent by the Liability Umbrella
Grants nominal amount percent
Enter the value sent by the Liability Umbrella
Costs brokerage nav percent
Enter the value sent by the Liability Umbrella
Grants nav percent
Enter the value sent by the Liability Umbrella
Costs transaction depot nominal amount percent
Enter the value sent by the Liability Umbrella
Costs transaction depot nav percent
Enter the value sent by ther Liability Umbrella
Product image (optional)
Upload a image corresponding to the product. (Max 512 KB)
Once submitted, the distribution information is saved and the last step, the upload of distribution documents can begin. To do so you need to click the "Add investment documents"-button in the product detailed overview.
The following document types can be uploaded to the Cashlink Studio and subsequently linked to the product:
risk information
Risikohinweise
securities information sheet
Wertpapier-Informationsblatt
securities prospectus
Wertpapierprospekt
loan conditions
Darlehensbedingungen
bond conditions
Anleihebedingungen
convertible bond conditions
Bedingungen der Wandelschuldverschreibungen
investor brochure and risk information
Anlagebroschüre inkl. Risikohinweise
participation right conditions
Genussrechtsbedingungen
basic information sheet
Basisinformationsblatt
debt security conditions
Bedingungen der Schuldverschreibung
consumer information
Verbraucherinformationen
Once the documents are submitted a campaign can be created (and subsequently the distribution can begin)
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