Grove Net

What’s On at Grove Today

Upcoming Client Dates

Financial dates are derived from each client’s SEDAR+ profile: year-end and exchange. Regulatory and corporate dates are entered by the team. Every date is indicative until the client’s owner, or a manager, confirms it. Red tags are SEDAR+’s own flags.

Dates we track the catalogue — suggest anything we should be following0

Suggest a date, event or trigger to track

Clients without a usable year-end linked to SEDAR+ but no captured profile0

Add a regulatory or corporate date Repeats yearly

Staff Calendar

Time off is Humi’s approved list, shown simply as away. In or remote is where each person last opened Grove Net today. Online on Roam is everyone else currently checked in there.

Add an office date

Client Work

on Grove Portal

New Client Setup Propose a new client, issue its Grove Client ID, name the team and work the set-up steps Client Onboarding The client confirms its facts, names its people and sends the documents Grove needs Phone Setup A client’s phone line: who is reachable and how, built on the platform OTCAS Data Requests Collect everything an issuer needs for an OTC Markets quotation, once Private Placement Admin A placement’s deal workspace, subscribers and order book GroveSign Send a document for signature and keep the sealed record PIF Generator Personal Information Forms for directors, officers and insiders

Registers & Documents

Grove Equity Register Option, warrant and share registers, valuations and exchange rule checks Equity Register Setup Files Hand over a client’s option records for the Equity Register Subscription Form Construction Build offering documents from Grove masters Meeting Dates Calculator An AGM schedule from the meeting, record or start-up date

Your Desk

Client & People Intake Tell Grove what you know about a client and its people Client Work Survey Tell Grove which clients you work on and what you do for each Grove Action Capture Log something you did, or an idea worth keeping Grove Time — my time What your computer recorded for you, by day and by week. Only you can see it

Supplies & Snacks

Out of something, running low, or just want it around? Add it. Back an existing request rather than filing a second one.

Personal seen only by Stephen and Jessica — never shown to the rest of the team

Grove Admin

To Be Addressed Everything captured by staff and Clode, to triage Survey review Client Work Survey answers and the role changes they point to Client access Who may open which client, in which tool Credits & costs What is available on the accounts behind the platform, and until when

Common Websites

Roam Team rooms and chat Outlook 365 Mail and calendar on the web Dropbox Client folders, deal files, everything filed Humi HR, payroll and time off — choose “Continue with Microsoft”

Downloads for External Software & Apps

Roam Mac · Windows · iPhone · Android PortSIP One Office phone softphone · Mac · Windows · mobile Dropbox Desktop app · Mac · Windows Microsoft Office Install Office from your Microsoft 365 account QuickBooks & Summit Hosting Remote-desktop set-up guides from Summit’s support portal

IT Tips & Tricks

Make the Hub your start page

Set net.grovecorp.ca as the page your browser opens with. Pick your browser and system below; we’ve guessed from the one you’re using now.

Whichever browser you use, ⌘/Ctrl + Shift + H jumps to your home page once it’s set. On a phone, use “Add to Home Screen” instead — mobile browsers don’t have a start page.

Grove Net · 372 Bay Street, Suite 1800