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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Personal Net Worth Statement
If you require a Personal Net Worth Statement from a client before supplying services to that client, then this digital template form is ideal for you.
- When filling out the form, the client is asked to provide information concerning all present assets, liabilities and financial details.
- Also included is a Disclosure and Release Statement, authorizing the use of the information for certain specific purposes.
- The form is generic (not country specific) and can be used anywhere. It's also customizable so you can tailor it to your unique business.
- Available as a downloadable MS Word form.
$3.99
Plain Language Promissory Note | USA
USA lenders, secure repayment of a loan with this Plain Language Promissory Note.
- The Promissory Note form is drafted in language that is clear, concise, and easy for a borrower to understand.
- The principal and interest are to be repaid by a series of equal monthly installment payments.
- Any amount of principal and/or interest not paid on time bears late charges calculated as a percentage of the overdue payment amount.
- The template is not State-specific and can used anywhere in the United States.
- This is a downloadable and customizable legal form template in MS Word format.
$11.99
Portfolio Management Agreement | Canada
Canadian investment firms, prepare your client contracts with this template Portfolio Management Agreement for Canada.
- The client retains the investment firm to manage and operate its portfolio for an annual fee which is calculated as a percentage of the value of the portfolio.
- The investment firm is responsible for investing and managing the portfolio, and guarantees a minimum annual return.
- Any returns over and above this minimum will be divided between the client and the firm (as an additional management fee).
- The client agrees to indemnify and hold the firm harmless against claims, liabilities, damages and expenses arising as a result of its performance of its duties under the agreement.
- Available as a fully editable MS Word template.
- Intended to be used only in Canada.
$24.99
Postponement Agreement under PPSA | Canada
Subordinate the security interest of an existing lender to a new lender under the terms of this Postponement Agreement for Canadian provinces with PPSA legislation.
- The parties to the Agreement are (i) a borrower, (ii) the borrower's new lender, and (iii) a previous lender who is still owed money by the borrower.
- The first lender agrees to postpone its security to the new lender's security, notwithstanding that the previous lender is a secured creditor.
- The purpose of the Agreement is to induce the new lender to provide the borrower with loan financing, a line of credit, or other type of borrowing arrangement.
- This legal contract is available in MS Word format and is easy to download and use.
- The Postponement Agreement can be used in any province or territory in Canada which has a Personal Property Security Act.
$11.49
Preparing for Investor Meetings: A Planning Guide and Checklist
Use this handy preparation checklist and planning guide to help you get ready for a meeting of investors.
- This free checklist covers the various aspects involved in holding an investor meeting, including:
- making travel arrangements for out-of-town attendees,
- rehearsal,
- staging,
- follow-up.
- If your company has investors who are not actively involved in the business, this guide can help you develop your investor relations strategy.
- Available as a free PDF download.
$0.00
Priorities Agreement Between Two Lenders
Prepare a Priorities Agreement between a debtor and two lenders with this ready-made template.
- The lenders are both secured parties under loan agreements or credit arrangements with the debtor. The Agreement sets out the priority of the lenders' security positions.
- Each of the lenders agrees that its security will rank equally in priority, notwithstanding the date of execution or registration, or other factors.
- Any default by the debtor will be deemed to be a default under security held by each of the lenders.
- This is a generic legal contract which does not specifically reference the laws of any country, state or province.
- The Priorities Agreement Between Two Lenders is in MS Word format and is easy to download and use.
$6.29
Promissory Note (Debt Forgiven on Death of Lender)
If you are loaning money to a family member or close friend, you can secure the loan with this Promissory Note to be Forgiven on Death.
- This promissory note template provides that the balance outstanding on the loan will be forgiven when the lender dies.
- The borrower agrees to make monthly payments against the loan secured by the promissory note.
- The borrower can prepay the full amount at any time without paying a prepayment penalty.
- If the lender dies before the loan is completely repaid, any balance remaining unpaid at that time is forgiven.
- This Promissory Note to be Forgiven on Death of Lender form is a downloadable MS Word file which can be used anywhere.
$2.29
Promissory Note (Regular Payments, No Interest)
This promissory note template is made by a borrower to secure an interest-free loan to be repaid by regular payments.
- The Promissory Note allows the borrower to repay the loan in monthly, weekly, or bi-weekly payments.
- No interest will be charged on the outstanding loan balance. The borrower will only be repaying the principal amount.
- This is a generic legal form which can be used anywhere.
- You can download the form immediately after purchasing it.
$2.29
Promissory Note for Asset Purchase or Rollover | Canada
Secure the balance payable to the vendor under an asset purchase or rollover agreement with this Promissory Note form for Canadian businesses.
- No interest will accrue on the principal balance prior to default or maturity.
- The full amount outstanding will become due and payable on demand if the purchaser declares bankruptcy, ceases to do business, or otherwise defaults under the terms of the Note.
- The balance may be totally or partially prepaid without bonus or penalty.
- Available in MS Word format.
- Intended to be used only in Canada.
$6.29
Promissory Note for Family Loan Payable From Estate
Prepare a Demand Promissory Note for a loan payable from a family member's estate with this easy-to-use template form.
- This type of Promissory Note would typically be used to secure loans between close family members, such as a loan from a parent or grandparent to a child or grandchild.
- Only the lender can demand payment.
- The borrower agrees to repay the entire loan within a specified time following the lender's death or, at the option of the lender's executors, the loan amount may be deducted from the borrower's share of the lender's estate.
- This is a generic legal form which can be used anywhere.
$2.29
