Hey XY Equity Owner! First off, thank you for your support in XY, the company behind the XYO Network. We’re excited to have you in the XY Investor community, and even more excited to have you along for the ride!
If you just invested, you’re probably wondering, “What comes next?”.
The process of investing in XY is quite simple, but will require some attendance on your end as we get all of your accounts, packages, and email notifications settings all ready to go!
Here’s a quick summary:
- Purchase some amount of XY Equity!
- Receive an email soon after from “SignRequest”, which will ask you to sign a receipt for your investment.
- Receive a Welcome Email that asks if you would like XYO Network email updates, and lets you know a bit more about what’s to come.
- Receive an email about the shipment of your “Investor Package”
- Receive your Investor Package!
- Receive a physical letter a few months after regarding your account with our Transfer agent.
As you can see, the whole process will take a few months, as it is official Regulation A+ stock in our company! We ask that you please be patient with us as we work to make this as simple and quick as possible for you, and should you have any questions or concerns, feel free to reach out to “firstname.lastname@example.org”!
So now, let’s go through the steps and give a little more detail. We’ll be answering questions like:
- “Why is this necessary?”
- “When should I expect this to happen?”
- “What if I have an issue with this step?”
1. Purchase XY Equity
This is a crucial step if you want to become an XY Equity Owner! If you haven’t purchased equity in XY, you won’t be able to receive all the perks that come with being an Investor! This means you won’t be able to sign your Investment Receipt, receive your XY Investor Package, or become a part of the XY Investor Community!
2. “SignRequest” Investment Receipt Email
This is one of the most important steps of your investment. After you purchase your XY Equity, you will receive an email from “SignRequest”. This is a third-party electronic document company we work with. It is based in the Netherlands and allows us to send you your investment receipt quickly and easily! You must sign this receipt before you can be imported into our Transfer Agent. A transfer agent is the third-party that allows you to transfer your shares to a new owner.
- Something spelled wrong?
If you see something is spelled wrong on your document, you can reach out to email@example.com with a name-change request! We can amend the document after you have signed, and before it is finalized, so feel free to sign your document first, and then reach out to Investor Relations! Alternatively, we can also send you an entirely new document instead. Please keep in mind that this will be a manual process, so it will take approximately 2 business days.
- Didn’t get this email?
If you didn’t get the email, reach out to firstname.lastname@example.org as soon as possible! If you inputted your email incorrectly while purchasing XY Equity, you may not have received your investment receipt! We can easily send you one manually, you’ll just need to let us know!
3. Welcome Email
You will also be receiving a welcome email that asks whether you’d like updates about the XYO Network. Although we send quarterly updates to our investors about what has been going on, some investors prefer more frequent updates! XY Findables is the company behind the XYO Network, and if you would like updates, remember to opt-in!
You can also follow us on XYO’s social media accounts:
Didn’t get the welcome email?
If you didn’t get the email, reach out to email@example.com as soon as possible! If you inputted your email incorrectly while purchasing XY Equity, you may not have received your welcome email, or your investment receipt! We can easily send you them manually, you’ll just need to let us know!
4. “Investor Package” Shipment Email
One of the most exciting parts about investing in XY is the Investor Package you get a few weeks after investing! In the Investor Package, you’ll be receiving your stock certificate, a T-shirt, a hat, and a few other goodies! Remember that you will need to sign your investment receipt before we are able to ship your Investment Package to you! If you need to change your address, please contact firstname.lastname@example.org.
5. Receive Investor Package
You finally received your Investor Package! Fantastic! Now you get to wear your XYO swag with pride, and hang your stock certificate on your ceiling so you can see it every morning (just kidding!). We get really excited when Investors share their excitement with the world, so feel free to post a selfie with the hashtag #XYONetwork!
6. Transfer Agent Account Email
This is (currently) the last step in the investment process. 4-8 weeks after you sign your Investment Document, you will receive a letter in the mail that includes important information about your transfer agent account with "Broadridge". You can learn more about who Broadridge is here. Because it takes a few weeks to process, please remember that you may not receive this letter immediately after investing. Again,
You may not receive this physical letter for a few months after investing.
Once you receive this letter, it is imperative that you create account with Broadridge, should you want to receive any financial benefit or loss associated with your XY Equity.