Investor Forms
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.
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Convertible Debenture Certificate with RRSP and RRIF Eligibility | Canada
Issue debentures to investors and lenders with this Canada Convertible Debenture Certificate with RRSP and RRIF Eligibility.
- The Debenture has a 21-year term.
- This is a qualified investment for RRSP and RRIF funds under the Income Tax Act.
- The Debenture is convertible into shares of the issuing corporation.
- Available in MS Word format.
- Governed by Canadian tax laws and intended for use only in Canada.
$6.29
Co-Ownership Agreement for Syndicated Mortgage | Canada
Raise funds to complete a development through the sale of syndicated mortgage interests with this Co-Ownership Agreement for Canadian land developers.
- The agreement is between the various investors (co-owners of undivided interests in the syndicated mortgage), a trustee holding the land and an agent acting on behalf of the co-owners.
- The co-owners grant the agent power to act as attorney on their behalf with respect to leasing, subdividing, rezoning, sale or otherwise dealing with the lands which are subject to the mortgage.
- The mortgaged lands are registered in the name of the trustee, who holds the lands in trust for the co-owners. The co-owners each hold an undivided interest in the lands as tenants-in-common.
- The agent will collect funds under the mortgage on behalf of the co-owners and make distributions to the owners from those funds.
- The agreement provides for meetings of co-owners, and the keeping of books, records and financial information by the agent.
- This form is part of the paperwork required for a syndicated mortgage investment in Canada.
$29.99
Corporate Resolutions re Syndicated Mortgage | Canada
Use these templates to prepare corporate resolutions for a Canadian corporation to make a loan under a syndicated mortgage.
- The resolutions authorize the corporation to:
- lend money to a related corporation (typically a land development company) under the terms of a syndicated mortgage on the lands owned by the borrowing company, and
- enter into a co-ownership agreement with the investors who purchase fractional interests in the mortgage.
- This package of templates is available as a downloadable MS Word file.
- Intended for use only for corporations incorporated in Canada.
$6.29
Demand Debenture
Issue a Demand Debenture to a shareholder or investor as security for a loan with this template form.
- Interest on the principal amount secured by the Debenture will be compounded semi-annually and paid monthly.
- The Debentures are issuable as fully registered Debentures under the terms of a Trust Indenture.
- The Debenture does not become obligatory until it is certified by the trustee.
- This Demand Debenture template is available as a downloadable MS Word file which can be easily customized to fit your needs.
$6.29
Demand Debenture Certificate with RRSP and RRIF Eligibility | Canada
Issue debentures to investors and lenders with this Canada Demand Debenture Certificate with RRSP and RRIF Eligibility.
- The debenture certificate is for public companies only.
- The debenture has a 21-year term.
- This is a qualified investment for RRSP and RRIF funds under the Income Tax Act.
- Available in MS Word format.
- Governed by Canadian tax laws and intended for use only in Canada.
$2.29
Directors Resolution to Issue Warrant Shares
Prepare a Directors Resolution to Issue Warrant Shares with this easy digital template.
- The directors of the corporation resolve to accept subscriptions for shares from warrant holders exercising the share purchase warrants issued to them by the corporation.
- The corporate secretary is instructed to issue the appropriate common shares to the warrant holders.
- This is a generic director's resolution template which is not specific to any country or region.
- Available as a downloadable MS Word template.
$0.00
Form 45-106F12 Risk Acknowledgment for Family, Friend and Business Associate Investors | Canada
Investors who are family, friends or business associates of the issuer must complete this form 45-106F12 when buying shares under an exempt private placement offering.
- This form comprises amendments in Ontario that came into effect on May 5, 2015.
- The investor acknowledges that the investment is risky and that they may lose their entire investment.
- This form can only be used by investors who are:
- a principal of the issuer,
- a family member, business associate or close friend of a majority shareholder, or
- a trust or estate of which all of the beneficiaries or a majority of the trustees or executors are one of the above.
- Available in PDF format.
- This free form is issued by the British Columbia Securities Commission.
$0.00
Guide to Developing an Investor Relations Program
Discover how to develop an investor relations program for your company with this 8-page downloadable guide.
- The guide was created by the Osborne Group Inc., a Canadian project management and business coaching firm.
- It was prepared to illustrate how companies can ensure that their investors have a good level of understanding about the business and its operations.
- You will also find tips on how to promote better communication between the company and its financial partners.
- If your company has investors who are not actively involved in the business, this guide will be a valuable information resource.
- Available as a free PDF download.
$0.00
Information Memorandum for Syndicated Mortgage Transaction | Canada
Prepare an Information Memorandum for a syndicated mortgage investment in Canada with this fully customizable template.
- The offering will be made to Canadian residents who want to invest in the syndicated mortgage. Information contained in the memorandum includes:
- encumbrances which are allowed to be registered against title to the land,
- information relating to the land and the proposed development,
- the corporate history and details of the parties involved (lender, land developer),
- details of the purchase and sale agreement for the land,
- details of the co-owner agreement among all the co-owners
- a warning to investors about the speculative nature of the investment.
- This template is available as a fully editable MS Word document. Intended for use only in Canada.
$17.99
Investor Relations Manager Services Contract | Canada
Hire an investor relations manager to handle your company's dealings with its investors and shareholders with this easy template contract form for Canadian companies.
- The contractor is an independent contractor, not an employee.
- The contract is non-exclusive and the contractor is not required to devote all of his/her time and efforts to providing the services, provided that the contractor does not provide similar services to competitors or customers of the client.
- The fee will be as agreed between the parties, however a minimum monthly fee will be paid regardless.
- The contractor's confidentiality obligations survive the termination of the contract.
- Available in MS Word format and fully customizable.
- Intended to be used only in Canada.
$14.99
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