Due Diligence Process
Three easy steps...

1. Register

  • Register for access to term sheet
  • Complete a quick survey of interesta
  • Download and review public offering materials

Provide a current email address and 2 factor mobile phone authentication.

2. Let's Meet!

  • Book a meeting time with a specialist
  • Questions and answers about the issuer's business
  • Referral to Registered Representative

Speak to a product knowledge specialist to assist in your due diligence efforts.

3. Suitability & KYC

  • Book a meeting with a Registered Representative
  • Discuss eligibility and suitability of SMARTNOTES
  • Subscription Support

Speak to a registered representative to discuss eligibility, suitability and, if appropriate, the subscription process.