Free Banking and finance Templates

The BVCA Key FATCA and CRS Definitions is a reference document outlining essential terms used in compliance with the OECD Common Reporting Standard (CRS) and the U.S. Foreign Account Tax Compliance Act (FATCA). It is part of the BVCA’s widely trusted library of open, lawyer-vetted compliance forms.

The Seedsummit Term Sheet for a Series Seed Financing outlines the key economic, governance, and legal terms for an early-stage equity investment in a company. It provides a non-binding framework for negotiation between founders and investors, defining essential deal terms such as valuation, investor rights, founder vesting, and board structure before drafting final legal agreements.

The Seedsummit BSA AIR Investment Agreement is a French convertible warrant contract under which an investor (the “AIR Investor”) provides funding to a company in exchange for a right to subscribe to future shares at a discounted valuation upon a defined “Triggering Event” (such as a qualified financing, sale, merger, IPO, or insolvency). It sets out the warrant’s subscription, exercise mechanics, valuation formula (with discount, cap, and floor), and French law governance.

The Seedsummit Investment Term Sheet template outlines the key commercial terms for a proposed equity investment between a Portuguese company and its investors, covering valuation, share classes, liquidation preferences, governance rights, and founder obligations. It is useful as a non-binding framework to align founders and investors on principal deal terms before drafting definitive legal agreements such as a subscription and shareholders’ agreement.

This Loan Agreement template outlines the terms and conditions for a financial loan between a lender and a borrower. It details the loan amount, interest rate, repayment schedule, and provisions for late payments and default. The agreement also includes sections for optional collateral, prepayment, representations, governing law, and dispute resolution.

This document outlines a formal agreement between a Debtor and a Creditor for the repayment of an outstanding debt. It details the initial payment, subsequent installment amounts, payment schedule, and acceptable payment methods. The agreement also specifies the consequences of a breach, such as acceleration of the entire debt.

This document is a template for an application to open a credit account. It collects personal, employment, and credit history information from an applicant. The form also includes an authorization for the financial institution to check the applicant's creditworthiness.

The Convertible Loan Agreement by Cofounders sets the terms for an unsecured, interest-bearing loan that can convert into equity (on financing, sale, maturity, or default), with detailed conversion mechanics, repayment waterfalls tied to revenues, investor information/audit rights, consent matters, warranties, and anti-dilution. It follows a comprehensive, Singapore-law framework typical for early-stage financings, making it a reliable, structured template for aligning founder–investor expectations and protections.

The Convertible Note Term Sheet outlines the key economic and structural terms for a proposed convertible note financing, including investment amount, interest, maturity, valuation cap, discount, conversion mechanics, and treatment upon sale of the company. It serves as a non-binding summary to guide negotiation prior to drafting the formal Convertible Note Purchase Agreement, and reflects standard early-stage financing practices commonly used in Singapore startup fundraising.

The Purchase Agreement for Convertible Note sets out the terms under which an investor provides funding to a Singapore company via convertible promissory notes, including conversion mechanics, interest, maturity, and rights on financing or sale. It follows common early-stage financing structures similar to SAFE/convertible note frameworks and is drafted for use in Singapore, making it a reliable template for founder-investor funding arrangements.