Investor Forms

Do you hold a Convertible Note as security for a US investment? Sell all or part of the Note with this Convertible Note Purchase Agreement.

• The seller agrees to waive any claim for accrued but unpaid interest.
• The seller agrees not to convert any portion of the Note prior to closing the sale.
• As of the date of the agreement, the seller has no claims against the issuer of the Note, and vice versa.
• The issuing company represents that no event of default has occurred or is likely to occur.

Hire an agent to find potential investors or purchasers with this Finder's Fee Agreement for US based businesses.

• The parties to the Agreement are (i) a company looking for a source of financial backing and (ii) an agent who will introduce the company to potential investors or acquirers to complete a financing with the company.
• The definition of a financing includes acquisition or disposition of an interest in the company, equity investment, loans or other credit transactions, or acquisition by a publicly traded company.
• The agent will receive a finder's fee for each financing consummated by the company. The finder's fee will be paid in cash from the proceeds of the financing.
• If the financing is completed in several stages, the agent will be paid in portions corresponding to the stages of payments.
• The client will indemnify the agent against any claims arising as a result of material misrepresentation by the client of any of its corporate information.

Download the Finder's Fee Agreement and hire a professional to identify financing opportunities for your company.

The Investor Subscription Agreement with Rescission Notice should be given to each party interested in purchasing shares of stock in a U.S. corporation as part of a private placement.

• The Subscription Agreement must be signed by an investor who wants to purchase shares under the offering, and sent to the corporation with the investor's payment for the shares.
• Once accepted by the issuing corporation, the subscription becomes irrevocable.
• The subscriber acknowledges that he/she has sufficient means to be able to bear any financial risks of the investment.
• The subscriber also acknowledges having examined the corporation's documents and has determined that the shares are a suitable investment.
• This template includes a Notice of Rescission, which the investor can use to withdraw from the offering within 72 hours after submitting the subscription.

Download the Investor Subscription Agreement with Rescission Notice by first purchasing the document, then clicking on the Download button.

This Warrant Indenture provides for the issuance of share purchase warrants for common shares in a Canadian corporation.

• The shares will be issued on a one-for-one basis (1 warrant per common share).
• The exercise (purchase) price and the warrant holder's subscription rights will be adjusted accordingly in the event of subdivision or consolidation of the corporation's shares or the issue of convertible securities.
• A warrant holder may subscribe for less than the number of shares set out in their warrant certificate, and a new warrant certificate for the balance will be issued.
• The warrant holders and the trustee waive any right, cause of action or remedy as against the shareholders and directors of the corporation.
• Available as a downloadable MS Word template.
• Governed by Canadian laws and intended for use only in Canada.

Prepare a Warrant Certificate to Purchase Common Shares with this customizable template form for Canadian corporations.

• The Certificate is issued under the provisions of a Warrant Indenture.
• Under the Indenture, the holder is entitled to purchase common shares in the capital of the issuing corporation.
• The document also includes a subscription form which must be completed by the holder and submitted to the corporation when the warrant holder decides to exercise the warrant.
• Payment for the shares must accompany the subscription form.
• Available in MS Word format.
• Intended to be used only in Canada.