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 Equitable Mortgage

Prepare an Equitable Mortgage between the owners of a property and a lender with this template form for Ontario.

  • The mortgage is security for a loan from the lender to the borrowers.
  • The borrowers agree that if they default in repayment of the debt, they will either register a conventional mortgage against the property or sell the property and use the proceeds to pay off the debt.
  • The lender has the option to accelerate the loan upon default by the borrowers.
  • This legal form template is available in MS Word format.
  • Intended only for use in the Province of Ontario, Canada.
$17.99

Ontario Form 2 Charge / Mortgage of Land

Register a mortgage or other charge against land in the Province of Ontario by filing this Form 2 Charge / Mortgage of Land.

  • This is a free fill-in PDF form. Download it, fill it in and file it with the Land Title Office.
  • Governed by the Ontario Land Registration Reform Act.
  • Available directly from the Province of Ontario website.
$0.00

Ontario General Assignment of Rents

This General Assignment of Rents template is for lenders in Ontario to obtain additional security for the repayment of a borrower's debt.

  • Under the Assignment a corporate borrower (debtor) assigns to the lender all rents, income and revenue from a mortgaged property, as security for a loan or line of credit being advanced to the borrower by the lender.
  • The borrower agrees not to accept prepayment of the rents or to further assign or encumber the rents or the leases.
  • The borrower may continue to receive the rents unless it is in default under the Assignment. In that event, the rents must be paid to the lender.
  • The lender has the right to enter the property and collect the rent, enforce the lease or maintain the property.
  • Available in MS Word format.
  • Intended for use only in the Province of Ontario, Canada.
$17.99

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