Products tagged with 'financial management form'

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Letter of Representation to Auditors | Canada

The company's management acknowledges responsibility for maintaining an internal system of accounting controls that reduces the possibility of fraud, errors and irregularities.
Management makes numerous representations to the auditors, including:
- that the financial statements fairly present the company's financial position in accordance with Canadian generally accepted accounting principles (GAPP);
- that there have been no irregularities which might adversely affect the financial statements;
- that the company has not violated any laws or regulations with respect to financial disclosure;
- that the company has implemented internal controls intended to detect and prevent fraud and error;
- that the financial statements record and disclose related party transactions, guarantees, material contracts, significant assumptions and methods of measurement.
Available in MS Word format.
Intended to be used only in Canada.

$12.49

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

The agreement covers fees for broker services only, and does not include other fees associated with mortgages and financial products.
The agreement can be used for fee, commission, or combined fee â„ commission arrangements.
If the client is applying for a mortgage, the client agrees to pay a non-refundable fee at the time the mortgage application is made.
If the broker is being paid a commission on a regular premium insurance policy, the broker reserves the right to charge the client a fee if the client cancels the policy.
The agreement contains a disclaimer stating that the broker is not qualified to provide legal advice. However, if the broker refers the client to a solicitor or other professional, the client agrees to pay a referral fee.
Governed by the laws of England and Wales.
Available in MS Word format.

$11.99