Financial
Create paperwork for your financial transactions and do your tax planning with these downloadable legal forms for buyers and sellers, lenders and borrowers.
- Buy contracts, agreements and security documents for lending, borrowing and collecting money.
- Find templates by country, or generic forms that can be used in many areas.
- Download documents and information to help you manage debt and accounts receivable.
- Protect your assets and lower your taxes with effective tax planning strategies.
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Ontario General Security Agreement
Ontario lenders, prepare a General Security Agreement with this comprehensive template form.
- The borrower grants the lender a security interest in all of the borrower's present and future personal property including inventory, equipment, accounts and book debts, and all proceeds therefrom.
- The interest is being granted to the lender as security for loan financing, operating lines, or other credit facilities advanced by the lender to the borrower.
- The Security Agreement is governed by the Ontario Personal Property Security Act.
- This document is available as a fully editable MS Word template form.
$29.99
Ontario Investor Share Subscription
This Share Subscription form is for investors wishing to purchase securities offered by an Ontario issuing corporation in a private placement of shares.
- The investor must be purchasing the shares for their own behalf and not for someone else.
- The form is only for Ontario residents.
- This form of Subscription should be used only by close friends or business associates of a principal or promoter of the issuing corporation.
- The Ontario Investor Share Subscription is part of the required documentation for any private securities offering.
- Available in MS Word format.
$2.49
Ontario Loan Agreement for Non-Revolving Bridge Financing
Prepare a Loan Agreement for a non-revolving loan for bridge financing with this downloadable template for Ontario.
- This type of loan agreement is typically used for construction projects.
- Advances will be made as and when needed, up to a maximum amount.
- Interest will be calculated daily based on the principal balance outstanding, not compounded.
- Principal may be repaid at any time with no prepayment penalty.
- All outstanding principal and interest becomes due upon completion of the project.
- This legal contract template is available as a downloadable and fully editable MS Word template.
- Intended for use only in the Province of Ontario, Canada.
$12.49
Ontario Loan Agreement for Non-Revolving Term Loan with Royalty Payments
Use this ready-made template to draw up a Loan Agreement for a non-revolving term loan with royalty payments.
- This is an Ontario legal document.
- The loan is a non-revolving term loan, to be advanced in a single payment.
- The loan bears no interest until default. Instead of interest, the borrower will pay a percentage of its net revenues to the lender as a royalty (exclusive of loan advances).
- All payments are applied to interest first.
$6.29
Ontario Order to Appoint Receiver Manager
Prepare an Order to appoint a receiver manager over the property of a debtor with this digital template for the Ontario Superior Court of Justice.
- In order to carry on the business of the debtor, the receiver must have access to, among other things:
- books, deeds, contracts, and papers;
- accounting records, budgets;
- computer systems, programs and storage media;
- monies, cheques, remittances;
- all other records, information, and property of the debtor.
- The form includes a Receiver's Certificate acknowledging the amount due to the creditor.
- Available in MS Word format and provided by Ontariocourts.ca.
- Intended to be used only in the Province of Ontario, Canada.
$0.00
Ontario Purchase Money Security Agreement
Protect your creditor rights with this Purchase Money Security Agreement for Ontario suppliers.
- The contract is made pursuant to provincial Personal Property Security Act legislation.
- The parties to the Agreement are a customer (debtor) and a supplier (secured party).
- The supplier extends credit to the debtor for the purchase of goods under a specific purchase order.
- In return for the credit, the debtor grants the supplier a first, fixed, specific purchase money security interest in the goods and in the proceeds therefrom.
- This legal contract form is a fully editable Microsoft Word template.
- Intended for use only in the Province of Ontario, Canada.
$17.99
Ontario Revolving Credit Agreement
Provide revolving credit facilities to a corporate borrower with this Revolving Credit Agreement for Ontario lenders.
- The Agreement allows the borrower to borrow and reborrow funds up to a stated maximum amount.
- The purpose of the credit facility is to finance the borrower's general operations, and the borrower agrees not to use the funds for any other purpose.
- The borrower grants the lender a first priority security interest over all of the borrower's personal property, and a guarantee and postponement of claim from a principal of the borrower, as security for repayment.
- Representations and warranties from both the borrower and the guarantor, including environmental warranties.
- The guarantor must maintain a specified ratio of current assets to current liabilities, and of total liabilities to tangible net worth.
- The total amount due may be repaid without penalty at any time.
- This legal document is intended for use in the Province of Ontario, Canada.
$29.99
Ontario Section 85 Asset Rollover (Investments)
Roll over certain investments under Section 85 of the Income Tax Act (Canada) with this Ontario Section 85 Asset Rollover template.
- The vendor sells the investment assets to the purchaser, with part of the purchase price to be paid by way of preference shares in the capital of the purchaser, and the balance secured by a promissory note (included).
- The parties agree to file joint elections under Section 85(1) of the ITA and as required under the Ontario Corporations Tax Act.
- The file includes a Section 116 Affidavit of Residency to be sworn by a corporate officer of the vendor (if applicable).
- This Section 85 Asset Rollover of Investments is provided in MS Word format, and is fully editable to fit your specific circumstances.
- Intended for use only in the Province of Ontario, Canada.
$29.99
Ontario Section 85 Asset Rollover (Land for Preferred Shares)
Prepare a Section 85 Asset Rollover Agreement of Land for Preferred Shares with this easy-to-use template for Ontario, under Subsection 85(1) of the Income Tax Act (Canada).
- The vendor sells a parcel of land for fair market value to a holding company in exchange for preferred shares in the holding company (a rollover) with a redemption amount equal to the purchase price of the land.
- The parties agree to file joint elections as required under the Income Tax Act (Canada) and the Ontario Corporations Tax Act.
- The file includes a Section 116 Affidavit of Residency, to be sworn by a corporate officer of the vendor, if applicable.
- Available in MS Word format and fully editable to fit your specific circumstances.
- This is a Canadian legal form for use in the Province of Ontario.
$19.99
Ontario Section 85 Rollover Agreement to Exchange Assets for Preferred Shares
Exchange (roll over) certain assets for preferred shares in an Ontario company with this Section 85 Rollover Agreement (Assets for Preferred Shares).
- The rollover is pursuant to Subsection 85(1) of the Income Tax Act (Canada).
- The vendor shareholder sells the subject shares to a holding company in exchange for preferred shares in the capital stock of the holding company with a redemption amount equal to the purchase price.
- The parties agree to file joint elections under Section 85(1) under the ITA and as required under the Ontario Corporations Tax Act.
- The file includes a Section 116 Affidavit to be sworn by a corporate officer of the vendor, if applicable.
- The document is available in MS Word format and is fully editable to fit your specific circumstances.
- Intended to be used only in the Province of Ontario, Canada.
$17.99