What Happens After You Invest? A Look Inside the Investor Journey with Checkmark 🧭💼
From Onboarding to Ongoing Reporting—Here’s What to Expect as a Checkmark Investor

Investing in private markets can feel unfamiliar—especially if you’re used to buying stocks with a few clicks or parking money in a GIC. At Checkmark Capital, we understand that transparency and trust are everything. That’s why we’ve built an investor experience that’s clear, professional, and proactive—from the moment you invest to the day your capital is returned.

Whether you’re a seasoned investor or brand new to private bonds, here’s a step-by-step look at what happens after you invest with Checkmark Bonds.

1️⃣ Onboarding: A Simple, Regulated Process

Once you’ve reviewed the opportunity and expressed interest, your journey begins with a licensed Exempt Market Dealer (EMD)—a registered professional who helps ensure your investment is suitable based on your financial situation and risk tolerance.

You’ll complete a few simple steps:

• ✅ A Know Your Client (KYC) form
  
  
• ✅ A short eligibility review (accredited or eligible investor status)
  
  
• ✅ A clear, easy-to-read subscription agreement
  
  

This process typically takes less than an hour and ensures full regulatory compliance. It’s designed to protect you, not complicate the process.

2️⃣ Investment Confirmation & Capital Deployment 📑💸

Once your investment is approved and processed, you’ll receive:

• An official confirmation email
  
  
• A copy of your signed documents
  
  
• Details on when your funds will be deployed
  
  
• A schedule outlining interest payments (monthly or quarterly, depending on the offering)
  
  

Your capital is then deployed into a secured, asset-backed opportunity—such as real estate or a private lending project. Each bond offering has its own term, yield, and repayment structure, which is fully explained up front.

3️⃣ Regular Income & Transparent Reporting 📆📬

Once your investment is active, you begin receiving fixed income payments on the agreed schedule. These payments are typically:

• Direct-deposited to your bank account
  
  
• Or credited to your registered account (e.g., RRSP or TFSA)
  
  

Throughout the life of the investment, you’ll also receive:

• Quarterly updates on the performance of your investment
  
  
• Annual tax reporting documents (e.g., T5 slips)
  
  
• Ad-hoc updates if material changes or milestones occur
  
  

We believe in proactive communication—not radio silence. Our team is always available to answer questions or walk through your investment documents.

4️⃣ Maturity & Repayment 💵✅

When the bond reaches the end of its term, your original principal is returned as outlined in your agreement. This is often the point when many investors choose to reinvest, using the same simple onboarding process they’re already familiar with.

With a 100% on-time repayment record to date, Checkmark has earned the trust of a growing base of repeat investors across Canada.

🚀 Your Journey Starts with Confidence

Private investing doesn’t have to feel complex or risky—not when you’re guided by the right team. At Checkmark Capital, we’re committed to giving Canadians access to stable, income-generating investments backed by real assets—and delivering a professional, transparent experience every step of the way.

👉 Ready to start your journey? Learn more at CheckmarkBonds.com or speak with our team today.