Etherial Holdings Inc.

www.etherialholdings.com
80 Atlantic Ave. 4th, Toronto, Ontario, CAN, M6K1X9

Etherial Global / Group

www.etherial.group
8 The Green STE A., Dover, Delaware, USA, 19901

CONFIDENTIAL

Onboarding Application

Welcome. Please complete the sections below so our team can begin reviewing your file. All information and documents submitted are treated as strictly confidential and are used solely for the purpose of onboarding and evaluating engagement with Etherial Holdings Inc. & Developments Group.

1 Which best describes you?

This determines the documents and questions we'll ask for.

Client

Project owner or sponsor seeking funding, advisory, or related services.

Managing Partner

Operator or strategic partner on a project or initiative with Etherial.

Investor

Family office, fund, or capital provider exploring opportunities.

Supplier / Partnership

Finance, development, technology, or construction-materials partner.

2 Contact & Company Information

Primary point of contact and the entity you are representing.

Referred by (optional)

How did you hear about us?

First name *

Last name *

Title / Role *

Marital status (for KYC)

Email address *

Mobile phone *

Office phone (optional)

Date of birth (for KYC)

Company / Entity legal name *

DBA / Trade name (optional)

Entity type *

State / Country of incorporation *

Business start date

Federal / State Tax ID (EIN, BN, VAT, etc.)

Website

Head office address *

City

State / Province

Postal / ZIP code

Country *

3 Managing Partner Information

Operator / strategic-partner details, including the engagement structure being proposed.

Engagement / project name *

Description of the operating role / scope you propose

Areas of expertise *

Years in the field *

Number of past mandates / projects

Notable past engagements (briefly)

Proposed fee / equity structure

Are you also acting as introducer/intermediary on a project?

No Yes — brokerage agreement required

Do you require a Strategic Partnership Agreement in addition to the Managing Partner / Operator Agreement?

No Yes

3 Investor Information

Capital provider profile and investment mandate.

Investor type *

Assets under management (AUM)

Geographies of interest

Sectors of interest

Typical ticket size (min)

Typical ticket size (max)

Preferred instruments

Equity Debt / Loans Project finance Convertibles / Mezzanine Grants / Concessional Other

Any restrictions or exclusions (ESG, jurisdictional, sector)

3 Supplier / Partnership Application

For Finance / Banks / Family Offices / Government Funds, Development Companies, Technology Companies, or Construction Materials & Development Companies.

Inquiry subject *

Full legal name of the company representative *

Location of project(s) you typically serve

Location of head offices *

Areas of expertise *

Years in the field *

Supplier category

Any political involvement / PEP exposure to disclose?

Which trigger event applies right now?

Company Introduction Service Inquiry Proposal Engagement Letter

4 KYC & Financial Profile

Required to begin compliance review.

Government-issued ID type

ID number

Issuing country / state

SSN / SIN (if applicable)

Credit scores (if applicable)

Current residential address (if different from above)

If at current address less than 2 years, list previous address(es) with MM/YY dates

Present employer

Hire date

If self-employed, business info (name, EIN, start year, type)

Number of employees

Decision maker for operations

Gross monthly income

Current monthly rent / mortgage payment

Reason for funding & amount

Business location ownership

Lease Mortgage Owned

Average monthly sales

Credit card transactions / month

Where do you primarily conduct business?

Home Online Commercial

5 Document Uploads

Please upload PDF or image files (10 MB max each). Documents marked with * are required to start the file.

Project Documents

Executive Summary *

2–4 page overview of the project, the problem, and the ask.

Business Plan *

Full plan including market, team, operations, financials.

5-Year Business Pro Forma *

Excel / PDF financial projections, with assumptions.

Pitch Deck (optional)

10–20 slide investor deck if available.

Proof of Funds (for large projects)

Bank letter or statement evidencing committed equity.

Identification & KYC

Government-Issued ID *

Driver's license or passport — clear scan, both sides if applicable.

Proof of Address

Utility bill or bank statement within the last 90 days.

Last 2 Years Personal Tax Returns

For each principal owner.

Mortgage Statement (if homeowner)

Business & Banking

Certificate of Incorporation / EIN Letter *

Last 4 Months Business Bank Statements

Voided Check or Bank Verification Letter

Beneficial Ownership / Cap Table

List of owners ≥25% with IDs.

Partner Credentials

Company Profile / Capability Statement *

Track Record / Project Portfolio *

Principal IDs *

Government IDs of authorized signatories.

Certificate of Incorporation / Good Standing

References / Letters of Recommendation (optional)

Investor Documentation

Fund / Family Office Overview *

One-pager or tear-sheet describing the firm and mandate.

Proof of Funds / AUM Confirmation *

Bank letter, custodian statement, or audited financials.

Signatory ID

Government-issued ID of the authorized representative.

Investment Mandate / IPS (optional)

Certificate of Incorporation / Registration

Supplier / Partnership Documentation

Company Introduction Letter *

Capability / Service Proposal *

Certificate of Incorporation / Registration *

Authorized Signatory ID

References / Past Engagements (optional)

Other

Any additional supporting documents

Anything else you'd like our team to review.

Large file upload link optional

If your files exceed the maximum file submission limit, you may paste the secure document link here so it is included with this form submission.

Confidentiality & Authorization. By submitting this application, the undersigned acknowledges and agrees that: (a) the information provided is accurate and complete; (b) Etherial Holdings Inc. & Developments Group ("EHIDG") and its affiliated entities may rely on this information; (c) EHIDG may share information with its trusted partners, counsel, and prospective financing sources for the purpose of evaluating, structuring, or fulfilling the requested services; (d) EHIDG and its affiliates are authorized to request and receive investigative reports, consumer credit reports, statements from financial institutions, and any other information necessary to evaluate this application; and (e) EHIDG is authorized to contact me at the email and phone numbers provided.

No offer. This application does not constitute an offer of securities or services. All transactions are handled by counsel pursuant to executed agreements.

I have read and agree to the acknowledgements above. *

Signature *

Draw your signature with your mouse, finger, or trackpad.

Date *

Thank you — application received.

Our team will review your file and contact you within 48 business hours. If you'd like to follow up directly, write to service@etherialholdings.com.