Raise venture capital, manage investor relations and keep investors informed with these contracts, notices and legal forms.
If your company has outside shareholders and investors, you should delegate someone to handle investor relations. This person should be fluent in the language of finance, and have good communication and marketing skills. He or she must also keep current on all securities laws and regulations that apply to your company, and knowledgeable in the areas of compliance, reporting and fiduciary duty.
Most securities commissions provide information and seminars, and there are national organizations in many countries which hold training courses and ongoing informational sessions for investor relations officers.
Prepare an Acknowledgement to be signed by an investor to acknowledge that no advice has been given to the investor with respect to an investment.
This is a generic form which can be used anywhere. Click the Download button to download a copy of the form, or copy and paste the text below.
ACKNOWLEDGEMENT BY INVESTOR
The undersigned hereby acknowledges that:
The undersigned has not received or relied upon any legal, financial, investment or other advice or representations from _________________________________ in deciding to invest in and buy shares of _____________________ (name of company).
The undersigned fully understands the risks associated with a speculative investment such as buying shares in _____________________ (name of company) and releases and promises not to take action against _____________________ for any loss arising from the undersigned's investment in _____________________ (name of company).
DATED at ____________________ this _____ day of ______________, 20____.
Signature of Investor
Prepare a Co-Owner's Certificate for each investor in a syndicated land mortgage in Alberta with this template form.
The Certificates are issued to the investors (co-owners) by a company which is acting as bare trustee of the land on behalf of the co-owners. The Certificate represents the investor's undivided interest in the mortgage and as a co-owner of the land.
This Alberta Co-Owner Certificate for Syndicated Mortgage Transaction is in MS Word format, and is fully editable.
Prepare a Power of Attorney from a co-owner (investor) in a syndicated mortgage investment with this fully editable template form for Alberta transactions.
The co-owner appoints the issuer of the investment (developer) as his/her attorney with respect to executing, filing and registering any documents necessary to document and protect the co-owner's interest in the mortgaged lands.
This Alberta Co-Owner Power of Attorney re Syndicated Mortgage form is in MS Word format.