Subscription Agreement
Overview of what the subscription agreement is and where you sign one for an offering.
What is a subscription agreement?
A subscription agreement is the contract between an investor and the issuer through which the investor subscribes to purchase the securities described in the offering’s PPM. It contains the investor’s representations (including accredited-investor status for Rule 506(c) offerings), the amount invested, and the mechanics of payment and settlement.
Where do I sign?
When you invest in a specific bond offering on BondBricks, you will be presented with that offering’s subscription agreement inside the invest flow and asked to e-sign and acknowledge it before your investment is submitted. A countersigned copy is retained in your account documents for your records.
What it typically contains
- Investor identity and amount being subscribed
- Representations of accredited-investor status (506(c)) or pre-existing relationship (506(b))
- Acknowledgment of material risks disclosed in the PPM
- Payment instructions and settlement timing
- Anti-money-laundering, sanctions, and tax-reporting representations
- Dispute resolution and governing law
Disclaimer. This page is educational and does not by itself bind any party to any investment. The binding subscription agreement is provided to you during the invest flow for each specific offering.
All securities involve risk, including loss of principal. Consult your own attorney, tax advisor, or investment adviser before making any investment decision.