Generate OTC documents
On Pink Limited annual and OTCQX, OTCQB, or OTCID certification deadlines, download generated disclosure and certification documents to post through OTCIQ.
When the letter generates
On an OTCQX, OTCQB or OTCID certification checkpoint, the sheet generates the annual management certification letter for download. Pink Limited companies post their own disclosure through OTCIQ; TakePublic tracks the date and generates no document for it.
- Open the checkpoint from the Company calendar or the Listing page.
- Select Generate letter.
What you get
The letter states the facts the company has on record (shares outstanding, shell status, the officers, directors and 10% holders named in OTCIQ, the profile verification date) and leaves the statements only an officer can make, such as convertible debt, for the signing officer to complete. The sheet's clause list and the letter print from the same source.
Post through OTCIQ yourself
TakePublic does not submit documents to OTC Markets.
- Have an authorized officer sign the letter.
- Check in OTCIQ that the company profile was verified within the last 30 days; verify it first if not.
- Post the signed letter through OTCIQ.
- Mark the checkpoint done once OTCIQ shows the posting.
Was this helpful?
Thanks for the feedback.The Documents page, EDGAR sync, and the post-sign-off evidence binder.
Still need help?
Sign in and open the Help widget in the lower right corner to message the team. Replies land in the app and by email.
TakePublic is a technology platform, not a law firm, broker-dealer, or auditor. Forms 3, 4 and 5 prepared in TakePublic file only after the reviewer the company designates, such as its securities counsel, signs off; any other filing prepared in TakePublic files only after a licensed securities attorney signs off.