Disclaimer

Tokens must only be transferred to approved Investors. Be sure to consult with legal counsel before transferring tokens. Please make sure all Investors/Affiliates to whom you will be sending tokens have been properly verified in accordance with all relevant regulations (KYC, AML, Suitability, Accreditation, Eligible/Professional Investor status, etc…) for the jurisdiction(s) in which the tokens are minted. The instructions below are meant to provide you with technical guidance and do NOT represent any legal advice.

Costs

The “Minting” process has no POLY cost. It does, however, require transactions to be written on the Ethereum blockchain, and therefore requires gas payment in Ether.

Minting Tokens

If your token is already configured, please proceed to the “Token” tab.

• (1) Using a spreadsheet editor, create a table that includes the following information (To get started, you can download a sample csv file directly from the web interface).
  • Investor/Affiliate’s wallet address (ETH address)
  • Sell lockup (mm/dd/yyyy)
  • Buy lockup (mm/dd/yyyy)
  • KYC/AML expiry date (mm/dd/yyyy)
  • Number of tokens to mint and transfer to the Investor’s ETH address

 NOTES

• The Sell Lockup, Buy Lockup and KYC/AML Expiry dates only apply to the Security Token to which the information was provided.
• All information provided in this file will be written to the blockchain and therefore visible to all.

• (2) Double check to make sure each address was properly entered and each person was properly verified and their information was filled in correctly.
• (3) Once you have created this table, export the table as a CSV
• (4) Click on “UPLOAD FILE”

• (5) Click on "MINT TOKENS"

• (6) Confirm the operation and approve both wallet transactions.
  • The first transaction will add the addresses in the file to the whitelist (so that these wallets may receive and subsequently trade the tokens according to the token’s and wallet’s associated restrictions)
  • The second transaction will create and transfer the specified number of tokens directly to each Investor/Affiliate’s wallet address

Details on each field contained in the table

Investor/Affiliate’s wallet address (ETH address)

This wallet address will receive the number of tokens specified in the “Number of Tokens” column.

Sell Lockup

The “Sell Lockup” date is used to express the date after which the Investor/Affiliate will be able to sell all tokens included in their wallet.

Buy Lockup

The “Buy Lockup” date is used to express the date after which the Investor/Affiliate will be able to transfer more tokens to their wallet, purchase peer-to-peer or acquire on a secondary market.
However, the “Buy Lockup” restriction does not prevent Investors/Affiliates from purchasing Security Tokens via a Security Token Offering.

If you wish to prevent an Investor/Affiliate from purchasing additional tokens via a Security Token Offering, you can do so by leaving the “Can Buy from STO” field blank when updating the whitelist.

KYC/AML Expiry

Once KYC/AML has expired, the owner of the associated wallet address will be unable to receive or send tokens until they complete the KYC/AML process again.

Number of Tokens to mint and transfer to the Investor/Affiliate’s wallet address

Enter the number of tokens to mint and transfer to the Investor/Affiliate’s wallet address.
Note that the exact number of tokens you entered for each wallet address will be minted, and therefore added to your Security Token’s total supply (i.e. total number of tokens available).