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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Accounts Receivable Security Agreement | Canada
Document your security interest in a borrower's property with this Accounts Receivable Security Agreement template for Canadian lenders.
- The Agreement is part of the documentation that the borrower must provide to the lender, to secure a loan or line of credit.
- The Agreement grants the lender a security interest in all of the borrower's present and future personal property including inventory, equipment, accounts receivable and book debts.
- The form is governed by Canadian laws and can be used in any province or territory which has Personal Property Security Act legislation.
- Buy and download the template in MS Word format. Other formats available on request.
$17.99
Accredited Investors Checklist and Representation Letter | Canada
Prepare an Accredited Investors Checklist and Representation Letter for a private offering of securities with this downloadable template for Canadian securities.
- The checklist sets out all of the classifications of investors which are defined as accredited investors by National Instrument 45-106.
- Any person, corporation or entity subscribing for the securities must complete the form and return it to the issuer.
- The subscriber must also make certain representations to the issuer regarding whether they are a Canadian resident, and on what basis they are purchasing the securities.
- This template is available in MS Word format and can be easily edited to meet your needs.
- Intended for use only in Canada.
$17.99
Acknowledgement by Investor of No Advice Given
Prepare an Acknowledgement to be signed by an investor to acknowledge that no advice has been given to the investor with respect to an investment.
- This is a generic form which can be used anywhere.
- Click the Download button to download a copy of the form.
- Available in MS Word format.
$0.00
Acknowledgment of Payment of Promissory Note | Canada
This Acknowledgement of Payment form confirms that a promissory note has been paid in full.
- This form should be signed by the lender when the full amount of the loan has been paid.
- Available as a free downloadable MS Word document.
- This form is intended for use in Canada.
$0.00
Alabama Contract for Deed
This Contract for Deed form allows the seller of a property in Alabama to assist the buyer by carrying part or all of the purchase price.
- The seller effectively becomes the mortgage lender for the balance of the purchase money.
- When the seller has received payment in full of the principal and interest, title to the property will be transferred over to the buyer.
- The seller has the right to take back the property if the buyer defaults on the payments.
- At the seller's option, the balance can be repaid by monthly payments with or without interest until paid, or monthly payments with interest for a fixed number of payments with a balloon payment at the end to pay out the balance.
- Available in MS Word format.
- This legal form is intended to be used solely within the State of Alabama.
$17.99
Alabama Mortgage
Alabama mortgage lenders can use this comprehensive template to prepare a mortgage to secure a loan for purchasing a property.
- Uniform Covenants: mortgage payments, taxes and insurance, prior charges on the land, hazard insurance, occupancy as principal residence, care and maintenance of the property, protection of the lender's security, etc.
- False Information. If the borrower gave any false or misleading information on the loan application, the borrower will be in default.
- Default. If the borrower breaches any provision of the agreement and fails to cure the breach, the entire amount of the indebtedness will become due and payable, and the lender may invoke its power to sell the property.
- Homestead. The borrower waives all homestead exemptions.
$17.99
Alaska Deed of Trust
Alaska is a deed of trust state, and mortgage lenders use this Deed of Trust instead of a mortgage to secure home purchase loans.
- The Deed of Trust conveys title to the property to a third party trustee (often a title company), and not to the borrower.
- The trustee holds the title as security for the loan, to make sure that the borrower makes payments on time and performs its other obligations under the loan agreement and Note.
- If the borrower defaults under the loan agreement or Note, the trustee has the authority to sell the property on behalf of the lender.
- The Deed of Trust contains uniform covenants as well as State-specific non-uniform provisions covering non-judicial foreclosure and power of sale, and the lender's right to demand full payment for repeated breaches.
- The Alaska Deed of Trust form can be re-used for each mortgage loan your office approves. Buy and download the template now.
$17.99
Alaska Fixed Rate Mortgage Note
This template fixed rate Mortgage Note for Alaska is easy to use and understand.
- The borrower will make regular monthly payments to the lender until the maturity date, at which time the balance of the loan will be payable.
- The borrower can prepay some or all of the principal at any time without paying a penalty or prepayment fee. The borrower cannot make a prepayment if any regular payments are outstanding.
- The lender can sue the borrower and obtain a personal judgment for satisfaction of any outstanding amounts, either before or after foreclosure on the property.
- Available in MS Word format.
- Intended to be used only in the State of Alaska.
$6.29
Alberta Agency and Trustee Agreement
Retain a sales agent and a trustee in connection with a public offering of shares under a prospectus with this Agency and Trustee Agreement for Alberta issuers.
- The issuer (offering corporation) retains the Agent to sell the securities on a 'best efforts' basis.
- The Trustee will hold all subscription funds on behalf of the issuer.
- The Agent may enter into arrangements with other investment dealers registered to sell securities in Alberta, at no additional cost to the issuer.
- The Trustee will keep the subscription funds in a daily-interest escrow account or in short-term interest-bearing securities.
- The issuer indemnifies the Trustee against claims or losses, and against its costs incurred in the performance of its duties.
- The issuer also indemnifies the Agent against claims or losses, costs or expenses (except loss of profits).
- Available in MS Word format.
- Intended to be used in the Province of Alberta, Canada.
$29.99
Alberta Assignment of Mortgage
Assign a mortgage to another mortgagee with this free Alberta Assignment of Mortgage form.
- The current mortgage lender assigns the mortgage loan to a third party (for instance, another lender who is taking over the assets of the existing lender).
- This is a free form available in MS Word format.
- Intended for use only in the Province of Alberta, Canada.
$0.00
