Step 1: Understanding Sharelink
- Purpose: The Sharelink feature allows users to add a button to their website that directs people to a page where they can buy deposits, receipts, bonds, or other financial instruments from your company.
- Usage:
- Private Use: Only accessible to a private group of employees or participants.
- Public Use: Accessible to anyone on the internet who can find and click the button, register on the platform, and make purchases.
Step 2: Compliance with Regulations
- Public Offering Regulations:
- Adhere to rules and regulations set by the Authority of Financial Markets in the Netherlands and the rest of Europe.
- Prepare necessary documentation such as a memorandum or prospectus.
- Obtain necessary approvals from regulatory authorities if required.
- Service Scope:
- Our platform provides the technical capability to generate the URL for the Share Link.
- We do not handle regulatory compliance or communication with financial authorities.
Step 3: Configuring the Sharelink
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Enabling Sharelink:
- Decide whether to allow new participant registrations.
- Allow Registration: This makes it a public offering.
- Disallow Registration: Restricts access to already registered users on the platform, typically employees or a limited group of participants/investors.
- Decide whether to allow new participant registrations.
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Setting Purchase Limits:
- Define the minimum and maximum amount of deposits or receipts that can be purchased.
- With the MOLLIE payment provider, set a maximum limit that can go up to 50,000 euros for direct investment.
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Obtaining the Payment Portal Link:
- Generate and receive the link for the payment portal.
- Integrate this link underneath the Sharelink button on your website.
- For public offerings, place it on your public website.
- For internal transactions, place it on your internal dashboard.
Step 4: Post-Purchase Redirect and API Integration
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Setting Up Redirects:
- Configure the platform to redirect users to a specific URL after a purchase.
- This could be a landing page on your website that provides additional information or congratulates the user.
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Using the API for Webhooks:
- If you have a membership platform or another system that needs to be notified of transactions, use our API to set up a post-webhook.
- This requires technical knowledge to implement.
- Example use case: Displaying a banner notification for each new transaction.
🎥 Video instruction:
You can also watch the instructions via the video below:
Conclusion
By following these steps, you can effectively set up and manage the Sharelink feature on your website, ensuring compliance with relevant regulations and providing a seamless purchasing experience for users. For technical implementations and further customization, ensure you have access to developers with the necessary expertise.