Investors Wanted: How to Approach Angel Investors

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.

Prepare campus housing leases for students with this Dormitory Lease template for Minnesota.

• The lease form can be used for both on-campus dormitory leases and for off-campus suites and apartments operated by the University's housing department.
• The lease contract requires a move-in and move-out inspection by the student and the residence manager. The form includes a Move-Out Checklist form.
• Other provisions include:
  • a schedule of dormitory closures during school breaks and between semesters
  • meal plan options
  • termination for non-compliance
  • early termination by student
  • right of entry
  • prohibited activities.
• The template includes all of the following items:
  • Lease Agreement
  • Receipt for Security Deposit
  • Dormitory Rules and Regulations
  • Move-Out Checklist.
• Available in MS Word format, fully editable.
• Intended to be used only in the State of Minnesota.

Discover how to develop an investor relations program for your company with this 8-page downloadable guide.

• The guide was created by the Osborne Group Inc., a Canadian project management and business coaching firm.
• It was prepared to illustrate how companies can ensure that their investors have a good level of understanding about the business and its operations.
• You will also find tips on how to promote better communication between the company and its financial partners.
• If your company has investors who are not actively involved in the business, this guide will be a valuable information resource.
• Available as a free PDF download.

If your role involves raising capital, you need to understand the different types of investors. This 13-page article can help you do that.

The article describes the most significant roles in the investment community and explains the characteristics of each type of investor. Learn more about:

• Direct investors.
• Investment advisors.
• Institutional analysts.
• Portfolio managers.
• Pension fund and investment managers.
• Self-managed pension funds.
• Insurance companies (life, property and casualty).
• Bank trust departments and investment subsidiaries.
• University endowment funds.
• Foreign institutions.
• Brokers and brokerage traders.
• Investment clubs.
• Market makers and specialists.
• Business / financial editors and columnists.

As a fund raiser, you need this valuable information to help you fulfill your role better. Get a copy of Understanding Investors: An Overview of Roles and Relationships today.