Free Finance & Investment Templates

A three-party secured loan agreement for an inter-corporate deposit in India, between a lender company, a borrower company, and a third-party pledger company. The lender advances a fixed-term, interest-bearing inter-corporate deposit to the borrower, and the pledger secures repayment by pledging fully paid-up equity shares in favour of the lender. It covers the deposit amount, interest and penal interest, the share pledge and margin maintenance (top-up if the share price falls), the lender's right to sell the pledged shares on default, accretions (bonus/rights/dividends) forming part of the security, a demand promissory note, a power of attorney over the shares, and the pledger's joint-and-several, co-extensive liability with the borrower.

This document is a formal power of attorney template that authorizes a specific individual (typically a broker) to sell shares and securities on your behalf. It grants the attorney the power to monitor market conditions, sign transfer forms, receive sale proceeds, and deposit them into a designated bank account.

This document is a formal board resolution template for a scheduled bank in India to authorize borrowing or refinance from the National Housing Bank (NHB). It establishes the borrowing limit and delegates authority to specific officers to execute necessary legal documents, such as promissory notes and agreements.

This board resolution template authorizes a scheduled bank in India to enter into a refinance agreement with the National Housing Bank. It formally approves the borrowing terms and designates specific officials to sign the Memorandum of Agreement and manage related financial documents.

This document is a **Simple Agreement for Future Equity (SAFE)** used for early-stage startup financing. It allows an investor to provide capital in exchange for the right to receive equity in the future upon a specific triggering event, such as a formal funding round or company sale.

This document is an application form designed for individuals to apply for a credit account. It collects comprehensive personal, employment, and credit history information from the applicant, along with their credit account preferences. The form also includes sections for certification, authorization, and instructions for submission, as well as an internal section for the financial institution's use in processing and making a decision.

This Shareholders' Agreement template outlines the relationship between investors, founders, and the company, governing key aspects of company management and shareholder rights. It includes provisions for corporate governance, share transfers, founder covenants, confidentiality, and compliance with various legal and tax regulations. The agreement aims to regulate the parties' interactions and the company's affairs.

This document is a pro-forma confidentiality letter, also known as a non-disclosure agreement, designed for potential investors or acquirers. It outlines the terms under which confidential information about a company or group will be disclosed and used for a permitted purpose, typically in connection with a transaction. The letter includes undertakings regarding the handling, disclosure, and return of confidential information.

This document is a template for the Articles of Association for a private company limited by shares. It sets out the internal regulations governing the company's operations, including detailed provisions for share capital, dividends, liquidation preferences, and the rights and obligations of different classes of shareholders. It also covers rules for share transfers, director appointments, and investor protections like anti-dilution.