• US Legal Forms

Investment Advisory Agreement

State:
Multi-State
Control #:
US-EG-9186
Format:
Word; 
Rich Text
Instant download

Description Advisory Agreement Contract

Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Association dated December 8, 1999. 4 pages

An investor contract agreement for a small business is a legal document outlining the terms and conditions agreed upon between an investor and a small business owner. This contract serves to protect the rights and interests of both parties involved in the investment agreement. Keywords: Investor contract agreement, small business, legal document, terms and conditions, rights, interests, investment agreement. There are different types of investor contract agreements for small business, including: 1. Equity Investment Agreement: This type of agreement defines the terms under which the investor acquires ownership shares or equity in the small business in return for their investment. It outlines the percentage of ownership, voting rights, and the potential profit-sharing structure. 2. Loan Agreement: In this type of agreement, the investor provides a loan to the small business, specifying the loan amount, interest rate, repayment terms, and any collateral or personal guarantee required. It is essential to clearly define the repayment schedule to avoid any disputes in the future. 3. Convertible Note Agreement: This agreement is commonly used in early-stage financing. It allows the investor to lend funds to the small business, with the option to convert the debt into equity at a later stage. The terms of conversion, such as the conversion price and timing, need to be clearly defined. 4. Royalty Agreement: In a royalty agreement, the investor receives a percentage of the small business's revenue or profits for a specified period. This type of agreement is commonly used when the intellectual property or technology developed by the small business is a significant factor in generating revenue. 5. Joint Venture Agreement: This agreement is entered into when two or more parties collaborate to launch a new business venture. The investor contract agreement outlines the respective responsibilities, profit-sharing arrangements, decision-making processes, and exit strategies for each partner involved. 6. Subscription Agreement: A subscription agreement is utilized when the investor wants to purchase newly issued shares from the small business. It outlines the number of shares, the purchase price, and any restrictions on transferring the shares. This type of agreement is commonly used in fundraising rounds. Overall, it is crucial for both the investor and small business owner to carefully negotiate and document the terms and conditions of their agreement to ensure a clear understanding and legal protection for both parties involved.

Free preview Investment Agreement Form
  • Form preview
  • Form preview
  • Form preview
  • Form preview

How to fill out Agreement Other Fee?

When it comes to drafting a legal form, it’s better to leave it to the specialists. Nevertheless, that doesn't mean you yourself can’t get a sample to use. That doesn't mean you yourself cannot find a template to utilize, nevertheless. Download Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. from the US Legal Forms site. It provides numerous professionally drafted and lawyer-approved forms and templates.

For full access to 85,000 legal and tax forms, users simply have to sign up and choose a subscription. As soon as you are signed up with an account, log in, find a certain document template, and save it to My Forms or download it to your device.

To make things less difficult, we’ve provided an 8-step how-to guide for finding and downloading Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. quickly:

  1. Make sure the form meets all the necessary state requirements.
  2. If possible preview it and read the description prior to buying it.
  3. Press Buy Now.
  4. Choose the appropriate subscription for your requirements.
  5. Make your account.
  6. Pay via PayPal or by credit/bank card.
  7. Select a preferred format if a number of options are available (e.g., PDF or Word).
  8. Download the document.

As soon as the Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. is downloaded you are able to fill out, print and sign it in any editor or by hand. Get professionally drafted state-relevant files in a matter of minutes in a preferable format with US Legal Forms!

American Association Form Trusted and secure by over 3 million people of the world’s leading companies

Investment Advisory Agreement