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.
Sort by
Display per page
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
Ontario Section 85 Rollover Corporate Approval and Implementation Forms
Transfer shares under subsection 85(1) of the Income Tax Act (Canada) with this Ontario Section 85 Rollover Corporate Approval and Implementation Forms Package.
- The package of forms contains:
- Bill of Sale and Indemnity, including the vendor's indemnity of the purchaser, and representations and warranties with respect to the sale;
- Corporate Resolutions approving and authorizing the transaction;
- Share Transfer Form transferring shares from the vendor to the purchaser;
- Share Subscription from the vendor for new shares being issued by the purchaser as payment for the shares being transferred in the rollover.
- This package of forms is provided in MS Word format, and the forms are all fully editable to fit your specific circumstances.
- Intended to be used only in the Province of Ontario, Canada.
$17.99
Ontario Section 85 Share Rollover Agreement for Common Shares
Exchange shares for shares with this Ontario Section 85 Share Rollover Agreement for Common Shares.
- The vendor shareholder sells the subject shares to a holding company in exchange for common shares in the capital stock of the holding company, pursuant to Section 85 of the Income Tax Act (Canada).
- 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.
- This Section 85 Share Rollover Agreement for Common Shares is intended for use only in the Province of Ontario, Canada.
- Available in MS Word format, fully editable to fit your specific circumstances.
$17.99
Ontario Section 86 Rollover Agreement
Prepare a Section 86 Share Purchase (Rollover) Agreement with this easy-to-use template for Ontario companies, pursuant to s. 86 of the Income Tax Act (Canada).
- The vendor shareholder sells the subject shares to a holding company in exchange for preference shares in the capital of the holding company.
- The parties agree to file joint elections under Section 86 under the Income Tax Act and as required under the Ontario Corporations Tax Act.
- The file also 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.
- Intended to be used only in the Province of Ontario, Canada.
$18.99
Ontario Section 86 Rollover Resolutions (Fixed Redemption Amount)
Prepare the required corporate resolutions to reorganize an Ontario corporation's share capital with this Section 86 Rollover Resolutions Package.
- These documents are required for a rollover with a fixed redemption amount, under s. 86 of the Income Tax Act (Canada).
- The package contains:
- Special Resolution with instructions for wording of the Articles of Amendment, fixing the redemption amount on the new preference shares to be created;
- Share Subscription for the replacement shares;
- Corporate Resolutions accepting the subscriptions, setting the redemption amount for the new shares and including an undertaking of the directors not to declare dividends if it would reduce the corporation's assets and make it unable to redeem the shares at their full redemption amount;
- Share Subscription from the new shareholder for the new shares;
- Corporate Resolutions issuing the new shares.
- Completing the paperwork for an asset exchange is so much easier with this package of documents.
- Available in MS Word format.
- Intended to be used only in the Province of Ontario, Canada.
$19.99
Ontario Section 86 Rollover Resolutions (No Fixed Redemption Price)
This package contains the resolutions and corporate forms required for a reorganization of a corporation's share capital through a Section 86 Rollover.
- This package contains the following:
- Special Resolution with instructions for wording of the Articles of Amendment, with the redemption amount on the new preference shares to be set by the directors at the time of issue;
- Share Subscription form for the new shares;
- Corporate Resolutions accepting the subscriptions, limiting the addition to the capital account;
- Directors' Undertaking not to declare dividends if it would reduce the corporation's assets and make it unable to redeem the shares at their full redemption amount.
- This Section 86 Rollover Resolutions Package contains all of these documents in one downloadable MS Word file. All forms are fully editable to fit your specific circumstances.
- Governed by Canadian tax laws and intended to be used only in the Province of Ontario.
$17.99
Ontario Share Pledge Agreement
Obtain a pledge of securities from a borrower under this Share Pledge Agreement, pursuant to the provisions of the Ontario Personal Property Security Act.
- A borrower pledges shares of stock to a lender, to be held as security for a loan that the lender is making to the borrower.
- The borrower agrees to pledge any additional, substitute or replacement shares issued in its name.
- The borrower retains the right to vote the shares.
- The agreement contains a limitation on personal liability clause with respect to the borrower's responsibility for any deficiency owing after disposition of the shares.
- This form is a fully customizable legal template that you can use as often as you need to.
- Intended for use only in the Province of Ontario, Canada.
$29.99
Ontario Share Pledge Agreement with No Recourse
Prepare a Share Pledge Agreement with No Recourse with this template form, pursuant to the provisions of the Ontario Personal Property Security Act.
- A shareholder pledges shares of stock to a lender, to be held as security for a loan that the lender is making to a borrower that is a related party to the shareholder.
- The borrower agrees to pledge any additional, substitute or replacement shares issued in its name.
- The borrower retains the right to vote the shares.
- The shareholder has no liability for any shortfall between the balance of the debt owing and any proceeds realized from dealing with the shares, and the lender has no recourse against the shareholder for such shortfall.
- The shareholder is not a guarantor, surety or indemnifier.
- This legal form template is available in MS Word format.
- Intended for use in the Province of Ontario, Canada.
$24.99
