20+ Investment Agreement Templates

An investment agreement template could be extremely useful for those who are planning to enter into a business relationship involving shares. It is with the help of these agreement templates that the entrepreneurs can secure their basic interests. It is not only about owning an investor-backed business or planning to invest capital, but an investment agreement would also provide the best protection.

20+ Investment Agreement Templates

Simple Investment Agreement Template

If you are planning to venture or are already into a business relationship involving investments with your client, then make use of our premium and ready-made Simple Investment Agreement Template so that you can secure your basic interests. This agreement template allows you to compose a legally binding document that shows the transaction of two parties concerning the money invested and the profit distribution. You can also see the partnership agreement template.

Business Investment Agreement Template

Investing in a business in a way will help you gain profit, in the long run, by maximizing your asset holdings. So, when you decide to invest, it is wise to put it into writing with the help of our Business Investment Agreement template in Word to make it legally binding. It has well-written content that you can customize according to your preference with absolutely zero hassle. You can download this template with ease using any file formats of your choice.

Investment Contract Agreement Template

When a company or an individual decides to place stocks or contribute financial aid to a smaller company, there has to be defined roles and responsibilities for the involved parties to follow to ensure that the partnership will remain peaceful. By downloading our Investment Contract Agreement template, you are made to ensure that the terms and conditions of the partnership have been met. It also allows the success of future ventures with the parties involved. There are numerous agreement examples available for you to check out as well.

Investment Banking Agreement Template

If you require a legally binding agreement document that defines the business deal involving a financial transaction between a person/company and an investment bank, then download this professionally designed “Investment Banking Agreement” template that you can download instantly anytime on any device. This practical document consists of pre-formulated terms and conditions that both the parties must meet for the agreement to continue. The template can be shared digitally or can be printed.

Editable Restaurant Investment Agreement Template

Business Investment Agreement

Printable Financial Support Agreement Template

Direct Deposit Agreement Word Template

Investment Contract Template in iPages

Investment Agreement Template PDF Format

Our PDF, Excel, Word-based investment agreement template ensures that you to form a business while seeking investors through the sale of shares. This agreement templates can also be used while you plan to invest in a company while ensuring your interests as a shareholder for the company. It would also allow you to quickly address the potential disputes that might arise between shareholders.

According to Gallup, only 37% of young adults—aged 18-34—are investing in the stock market by 2017 and 2018.

On another note, data from Statista showed that the United States has the largest stock market as of January 2020—accounting for 54.5% of the stocks globally.

Next was Japan with 7.7%, the United Kingdom with 5.1%, and China with 4%.

7 Steps on How to Write an Investment Agreement

Creating an investment agreement is something that should be done carefully as it is a legally binding document that shouldn’t contain any errors. If you are planning to write one from scratch, make sure you follow these steps. You need to, however, open a file format that you are comfortable with so that you can start drafting your agreement.

Step 1: Start With the Recital

Firstly, you need to mention the recitals in the agreement document. This should include the names of both parties along with their specific addresses. The date on which the agreement comes into effect should also be stated.

Step 2: Mention the “Whereas” Statements

Next, move on to the “whereas” statements. The whereas here referred are nothing but the company that is willing to invest and the company that is seeking it. Using agreement templates in Google Docs as well, you can enter all of these details.

Step 3: List the Articles

After mentioning the whereas statements, you should mention the articles that are the previously agreed-upon terms. List them in proper order.

Step 4: Method of Payment

When it comes to the mode of payment, mention if the investment amount has to be transferred via cheque, card, or cash. If there are to be transferred in installments, then be specific about them as well. This is done to ensure that there is no confusion later on.

Step 5: Various Terms and Conditions

Write down the terms and conditions of the agreement so that both the parties are clear and firm about it. The validity of the agreement should also be written in this section.

Step 6: Choice of Law

The choice of law under which the agreement is set forth should be mentioned. In the case of any disputes or settlements, the parties can follow legal proceedings in that particular jurisdiction that is stated in the choice of law.

Step 7: Signature

Towards the end of the agreement document, leave space for the signature to take place between both the parties who are involved in the agreement. Below the signature, write down the name of the concerned person along with their title position.

What Is an Investment Agreement?

An investment agreement is a contract that states the rights and responsibilities related to the investment between two parties. Here, the two parties could either be a client and an investment adviser, or a company and a government, among many others. This agreement sets forth the parameters of the investment that will state who should pay the money and which party should produce the goods or services. You can go through and download our ready-made agreement samples that will make work easier for you.

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