How To Mio© - Stage 2: Quote Pack - 1/5 - Filling forms (Information uploads)
This article explains Uploading Documents within the section
Stage 2: Quote Pack - Filling Forms of a Mio© M&A Project on the platform.
As M&A Transactions have 2 sides, there are also 2 types of Policies Mio© can cover: Buyer-Side Policies and Seller-Side Policies.
The requirements and options within these 2 types of Policies will differ.
We identify Buyer-side Policies as Policies where the insured is the buyer, or on the Buyer-side of the transaction, and Seller-Side Policies as Policies where the insured is the seller, or on the seller-side of the Transaction. Even if you may be the Seller, or on the Seller-Side of the transaction, the Project as io.insure sees it may be for a Buyer-side Policy. This is because Mio© Buyer-side policies involve the Buyer-side and the Seller-side, whereas Mio© Seller-Side Policies only involve the Seller-side.
Please select below whether you are acting within a Buyer-side or Seller-side Policy.
Buyer-side information and document uploads.
The next step is for the Buyer and their Advisor(s) to upload key transaction documents to support the Insurers in providing fulsome coverage.
1. Buyer's Progress
1.A. Progress of Buyer's Required Document uploads
1.B. Progress of Buyer's Total Document uploads
2. Seller's Progress
2.A. Progress of Seller's Required Document uploads
2.B. Progress of Seller's Total Document uploads
3. Buyer Documents
3.A. Buyer's Required Documents - All information fields highlighted in yellow and marked with * are mandatory. You will not be able to sign the 3DF© without uploading all of them.
3.B. Buyer's Optional Documents - All other fields are optional; however, providing this information could result in a more comprehensive insurance coverage.
3.C. Please use the navigational arrows to switch between document upload fields easily.
4. Seller Documents
4.A. Seller's Required Documents - All information fields highlighted in yellow and marked with * are mandatory. You will not be able to sign the 3DF© without uploading all of them.
4.B. Seller's Optional Documents - All other fields are optional; however, providing this information could result in a more comprehensive insurance coverage.
4.C. Please use the navigational arrows to move between document upload fields easily.
Seller-side information and document uploads.
The next step is for the Seller and their Advisors to upload key transaction documents to support the Insurers in providing fulsome coverage.
1. Seller's Progress
1.A. Progress of Seller's Required Document uploads
1.B. Progress of Seller's Total Document uploads
2. Seller Documents
2.A. Seller's Required Documents - All information fields highlighted in yellow and marked with * are mandatory. You will not be able to sign the 2DF© without uploading all of them.
2.B. Seller's Optional Documents - All other fields are optional; however, providing this information could result in a more comprehensive insurance coverage.
2.C. Please use the navigational arrows to move between document upload fields easily.
This concludes the document upload portion of your project. Please note as much as document uploads are required to complete the Stage, it is possible to begin Filling forms before all of your required documents are uploaded. For information on Stage 2: Filling Forms within the Project, please click on the navigational arrow to the right of the above progress bar, the associated article in the menu to the left of this screen, or on the following link:
How To Mio© - Stage 2: Quote Pack - 2/5 - Filling Forms (3DF & 2DF)
OR
Seller-side information and document uploads.
The next step is for the Seller and their Advisors to upload key transaction documents to support the Insurers in providing fulsome coverage.
1. Seller's Progress
1.A. Progress of Seller's Required Document uploads
1.B. Progress of Seller's Total Document uploads
2. Seller Documents
2.A. Seller's Required Documents - All information fields highlighted in yellow and marked with * are mandatory. You will not be able to sign the 2DF© without uploading all of them.
2.B. Seller's Optional Documents - All other fields are optional; however, providing this information could result in a more comprehensive insurance coverage.
2.C. Please use the navigational arrows to move between document upload fields easily.
This concludes the document upload portion of your project. Please note as much as document uploads are required to complete the Stage, it is possible to begin Filling forms before all of your required documents are uploaded. For information on Stage 2: Filling Forms within the Project, please click on the navigational arrow to the right of the above progress bar, the associated article in the menu to the left of this screen, or on the following link:
How To Mio© - Stage 2: Quote Pack - 2/5 - Filling Forms (3DF© & 2DF©)
Comments
0 comments
Please sign in to leave a comment.