Communication Channels

Throughout the signing process and after account creation we want to offer direct communication channels between you and your investors.

Contact Data

We require the following contact information, which is mandatory to provide:

• Admin email address (if investments are updated, cancelled or there is any activity that requires your attention, you will be notified via email)

• Postal address

• Support phone

• Support email address (the email address that will be displayed on the platform for your investors to email you)

• Technical support access email address (for 2nd level support, where you can raise customer requests and bugs through our ServiceDesk - can be the same email address as the admin email or any other email address)

Please note that your email addresses must be hosted on an external domain, separate from your investment platform.

Example:

Your investment platform is hosted by us: cashlink-invest.de

Admin email address hosted externally: [e-mail] Postal address: Sandweg 94, 60316 Frankfurt am Main Support phone: [phone] Support email address hosted externally: [e-mail] Jira-access email address hosted externally: [e-mail]

Email setup

We take care of the content of the emails sent to investors during the signing process, however, we like to offer you the possibility to customize it to some extent.

From and reply-to email addresses

For any instruction emails sent during the signing and investment process, we will send them through the platform domain address. However, we cannot handle incoming emails and therefore recommend a no-reply email address for incoming emails and require an additional reply-to email address for outgoing emails. This is usually the support email address, that you provide during the contact data step.

Example:

From the email address hosted by us: [e-mail] Reply-to email address hosted externally: [e-mail]

Email footer

Main email footer

You can customize the email footer to your preference. We recommend using our default email footer and replacing the content with your company information. Otherwise, you can send your desired format as a .html file.

Footer Example

<div style="background-color: #EEEEEE; margin: 20px -30px -30px -30px; padding: 30px 30px 20px 30px; text-align: left; font-size:10.5px">
    <p style="margin-top:0px">
        <strong style="color:#343333;">Cashlink Technologies GmbH</strong><br/>
        Deutsche Börse FinTech Hub, <br/>
        Sandweg 94,
        60316 Frankfurt am Main, Germany
    </p>
    <p>
        {% trans "Phone number" %}: [phone]<br/>
        USt-ID.: DE300792084<br/>
        Gebundener Vermittler gemäß §3 (2) WpIG der Effecta GmbH, Florstadt<br/>
    </p>

Social Media (optional)

You can also add your social media links to the email footer.

<p>
        <a style="color:#404040; text-decoration:none;" target="_blank"
            href="https://www.facebook.com/cashlink.de">
            <strong>Facebook</strong>
        </a>
        &nbsp;
        <a style="color:#404040; text-decoration:none;" target="_blank"
            href="https://twitter.com/cashlink_de">
            <strong>Twitter</strong>
        </a>
    </p>

Unsubscribe

The last line of your email footer informs your investors that they can unsubscribe from any email communication by writing an email to the support email address that you provide during the contact data step.