Below is a list of the services our remote corporate clerks will provide you if you engage them to assist you in preparing a shareholder agreement.
Shareholder Agreement
Completing client intake
We will assist you with completing ID verification and the client intake. As part of the client intake, we will help you collect the required information for their matter, including the information of the shareholders, directors, and officers.
01
Preparing draft shareholder agreement
We will prepare the draft shareholder agreement on the basis of the instructions from the client for your review and approval.
02
Scheduling the client signing
We will schedule a virtual client signing meeting for you, prepare the zoom link and share it with you and the client. We will also send the shareholder agreement to the client for electronic signing ahead of the meeting so they are able to sign at the meeting.
03
Preparing the trust ledger and the statement of account
We will prepare the trust ledger as well as your statement of account for the matter for your review and approval.
04
Preparing the reporting letter
We will prepare a draft reporting letter to the client for your review and approval.