Products tagged with 'investor form'

Alberta investors, do you know what your legal rights are? Learn more with this free guide from the Alberta Securities Commission.

Your rights as an investor include:

• The right to obtain complete information about any investment your financial adviser suggests, including risks and other factors which may affect its performance.
• Information about the work history and experience of an investment salesperson.
• Copies of all documents that relate to an investment.
• Complete information about fees, commissions, charges and fees.

The Alberta Investor Charter of Rights was adapted from the North American Securities Administrators Association Investor Bill of Rights.

Venture capitalists can protect valuable investor information with this Nondisclosure and Noncircumvention Agreement.

• The venture capitalist (the VC) has agreed to provide a client with information about potential investors with whom the VC has established business relationships and who may be interested in funding the client's venture.
• The purpose of the Agreement is to protect the VC's fees for any future transactions negotiated between the client and any of those potential investors.
• The client agrees not to consummate any transactions with a potential investor unless the client reasonably compensates the VC for supplying the contact information.
• The client also agrees to keep all investor information strictly confidential.
• This is a generic legal document that does not contain any country-specific provisions.
• If you lose your leads, you lose your edge. Keep your information secure. Get a signature on the Non-disclosure and Non-circumvention Agreement first.

Potential investors want to know all about your business before they decide to put money into it. Before you divulge your sensitive information, get them to sign this Confidentiality Agreement.

• You can use this form anytime you are in discussions regarding a potential acquisition or investment in the company.
• The Agreement template includes a no solicitation clause, under which the investor agrees not to solicit either your customers or employees.
• This is a generic legal form that can be used anywhere.
• Don't risk the loss of trade secrets or proprietary information. Download the Investor Confidentiality Agreement for your business.
• Available in MS Word format.

Investors in an RRSP-eligible investment in Canada must provide this Statutory Declaration as part of the required documentation.

• This form of Declaration would be used by an investor purchasing shares in a Canadian corporation pursuant to a private placement offering.
• The declaration is required for the purpose of putting the investment through the investor's Registered Retirement Savings Plan (RRSP).
• Available in MS Word format. Re-usable and customizable.
• Intended to be used only in Canada.

This California Offering Circular contains the details of an offering of fractional undivided interests in a promissory note.

• The promissory note is secured by either a first mortgage or by other promissory notes secured by other collateral.
• The circular should be provided to any potential investors who may want to purchase interests.
• The document describes the fractional interests, the particulars of the loan and the loan servicing.
• The compensation being paid to the loan servicer and affiliates is disclosed, as are any conflicts of interest.
• The issuer must disclose any risks, ERISA and federal tax considerations with respect to the investment.
• Available in MS Word format.
• Intended to be used only in the State of California.