Products tagged with 'investment services form'
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Investor Services Website Terms and Conditions of Use
These Terms and Conditions of Use are written specifically for an investor services website.
- The usage terms include:
- no warranty by the website owner of information or materials provided on the website;
- terms governing inbound and outbound links;
- no endorsement by the website owner of third party services or products;
- disclaimer by the website owner regarding accuracy of information;
- the site is not offering investment, financial, legal or other professional advice to visitors;
- website security measures to protect personal information.
- Available in MS Word format.
$7.99
Electronic Brokerage Use and Trading Agreement
Prepare an Electronic Brokerage Use and Trading Agreement for a brokerage services website with this easy-to-use template.
- The Agreement contains provisions for individual users and for broker-dealers, investment managers and advisers.
- The brokerage has no obligation to accept, or to execute or cancel, all or part of any transaction executed through its trading services.
- The client is responsible for providing all terms and conditions relevant to orders placed, and for designating short sales as such.
- All transactions placed through the online brokerage must comply with applicable laws, rules and regulations.
- The brokerage makes no warranty with respect to any data or information provided in connection with the trading services.
- The brokerage's liability with respect to any transaction is limited to the amount of profit received on the specific transaction.
- The client indemnifies and holds the brokerage and its related parties harmless against losses, claims or damages arising out of the client's use of the website and the trading services.
- Available in MS Word format, which can be converted to html for posting on your website.
$15.99
Engagement Letter to Hire Investor Relations Advisor
Hire an investor relations advisor to provide your company with investment services with this customizable Engagement Letter template.
- The investor relations advisor will provide the following services:
- helping the client raise capital;
- handling investor relations;
- designing and implementing a market development plan;
- managing the company's marketing and advertising;
- making presentations to investors;
- arranging meetings with venture capitalists;
- and performing other related duties and functions.
- Available in MS Word format and can be easily edited to fit your circumstances.
$9.99
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
