Investment Agreement is a contract between two parties in accordance with a valid monetary agreement. This agreement commonly contains the rights and obligations of the investor/s, established terms, policies, and the amount of investment. It also binds all the investors including their shares in exchange for their investment money. Any person who wishes to venture into investment must first comply with an Investment Agreement.

Below are different types of Investment Agreement Forms you can use for any of your business undertakings. We also have sample Agreement Forms available to give you an idea of other forms, which can be helpful in your business dealings.

Free Investment Agreement Form

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  • PDF

Size: 443 KB

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Real Estate Investment Authorization Form

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  • PDF

Size: 1,016 KB

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Equity Investment Agreement Form

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  • 328 KB

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Investment Management Agreement Form

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  • PDF

Size: 464 KB

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Investment Club Partnership Agreement Form

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  • PDF

Size: 105 KB

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 What Is Investment?

Generally, an investment refers to the money or capital used to purchase financial assets or shares in business dealings to obtain income over a period of time. Other economic theories define investment as the purchasing of goods for future consumption or use for generate profit. Real estate theory, on the other hand, refers to investment as the use of money in purchasing property either for leasing or ownership.

What Are the Types of Investment?

  • Ownership Investment or Owner’s Investment refers to the type of investment where an entity contributes asset/s needed by a business. It allows you to become part owner of a particular company or own financial assets you invested into. Under this category are stocks, business, precious items, and real estate. If you’re into real estate investment, you can check our Free Rental Lease Agreement Forms for your future reference.
  • Lending Investment allows you to purchase a debt that is to be paid in the future. You are acting as a bank in this type of investment. It is a safe investment but with low returns. Under this investment are bonds and savings account.
  • Cash Equivalents Investment is a short-term type of investment for it only has a maturity period of 90 days or less, and they can be easily converted to cash. This investment is composed of treasury bills, commercial papers, marketable securities, money market funds, and short-term government bonds.

Investment Loan Agreement Form

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  • 59 KB

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Investment Agreement Form in PDF

Model Investment Agreement Form

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  • PDF

Size: 98 KB

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Investment Club Account Agreement Form

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  • PDF

Size: 69 KB

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When to Use Investment Agreement Forms?

  • Forming a business relationship: If you plan to invest your capital in creating a business or if you’re searching for investors to support your business venture, then it is a good foundation to bring out an Investment Agreement before proceeding with the business proper.
  • Upholding and safeguarding your rights as shareholder: Your rights and interests must be respected as an investor and business partner, which is why these should always be stated and agreed by both parties in the Investment Agreement Form. When the other party abuses their power over you, know that you have the Agreement Form to present and point out their negligence as a business partner.
  • Prevent future disputes between business parties: The parameters in the business deal are stated in the Agreement Form, including the actions that are not allowed to be performed. To avoid conflicts, everyone in the business transaction must respect and follow every statement in the Agreement Form.

By this time, you are now aware of the importance of Investment Agreement Forms. The form is essential before engaging in any business activity. Never take it lightly for this form is the sign of your commitment to respect the business deal. If along your business you decide to purchase something, Purchase Agreement Forms will also be helpful for easier transaction.

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