The Friends And Family Investment Agreement serves as a crucial legal framework for formalizing financial investments between closely related parties in Canada. This document is essential when individuals seek to invest in business ventures of their friends or family members while maintaining clear legal boundaries and protecting all parties' interests. It covers key aspects such as investment amount, return expectations, payment terms, and exit strategies, while complying with relevant Canadian securities laws and tax regulations. The agreement is particularly important for early-stage businesses and startups seeking initial capital from their immediate network, helping prevent future misunderstandings by clearly documenting the investment terms while preserving personal relationships. It balances the informal nature of personal relationships with the necessary legal protections required for financial transactions.
Your data doesn't train Genie's AI
You keep IP ownership of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
Let Ƶ's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
1. Parties: Identifies and provides full details of all parties involved in the agreement, including legal names, addresses, and contact information
2. Background: Explains the context of the investment arrangement and relationship between the parties
3. Definitions: Defines key terms used throughout the agreement for clarity and legal certainty
4. Investment Amount and Terms: Specifies the amount being invested and basic terms of the investment
5. Purpose of Investment: Details how the invested funds will be used and any restrictions on their use
6. Return on Investment: Specifies how and when returns will be calculated and paid
7. Payment Terms: Outlines the schedule and method of payments, including any interest or profit sharing
8. Duration and Exit: Specifies the term of the investment and conditions for early termination or exit
9. Representations and Warranties: Standard declarations about the parties' capacity and authority to enter the agreement
10. Reporting and Documentation: Requirements for financial reporting and maintaining investment records
11. Confidentiality: Provisions for keeping the investment terms and related information private
12. Governing Law: Specifies that Canadian law governs the agreement and which province's jurisdiction applies
13. Dispute Resolution: Process for resolving any disagreements between the parties
1. Security: Include when the investment is secured against specific assets or collateral
2. Personal Guarantee: Include when additional personal guarantees are provided for the investment
3. Co-Investment Rights: Include when the investor may have rights to participate in future investment rounds
4. Tag-Along Rights: Include when the investor should have the right to join in any future sale of the business
5. Board Observation Rights: Include when the investor is granted rights to observe board meetings
6. Death and Incapacity: Include specific provisions for what happens to the investment in case of death or incapacity of either party
7. Tax Considerations: Include specific tax treatment agreements when there are complex tax implications
8. Family Member Restrictions: Include when there are specific restrictions on transfer of rights to family members
1. Schedule A - Investment Details: Detailed breakdown of the investment amount, payment schedule, and any tranches
2. Schedule B - Business Plan: Summary of the business plan or investment purpose, if applicable
3. Schedule C - Return Calculation Method: Detailed methodology for calculating investment returns or profit sharing
4. Schedule D - Reporting Template: Template for regular financial reports and updates
5. Appendix 1 - KYC Documentation: Copies of identification and know-your-client documentation
6. Appendix 2 - Risk Acknowledgment: Signed acknowledgment of investment risks
7. Appendix 3 - Tax Forms: Relevant tax forms and declarations
Relevant legal definitions
Clauses
Relevant Industries
Technology Startups
Small Business
Real Estate
E-commerce
Retail
Professional Services
Manufacturing
Food and Beverage
Creative Industries
Healthcare
Agriculture
Renewable Energy
Education Services
Relevant Teams
Legal
Finance
Investment
Corporate Development
Business Development
Compliance
Risk Management
Treasury
Tax
Private Client Services
Relevant Roles
Entrepreneur
Business Owner
Startup Founder
Small Business Manager
Private Investor
Family Office Manager
Business Development Manager
Financial Advisor
Investment Manager
Legal Counsel
Corporate Secretary
Chief Executive Officer
Chief Financial Officer
Business Angel
Investment Consultant
Find the exact document you need
LLC Operating Agreement For Real Estate Investors
A Canadian-law governed operating agreement establishing the structure and management framework for a real estate investment LLC.
find out more
Standard Investment Agreement
A Canadian-law governed agreement establishing terms and conditions for company investment, including share issuance, investor rights, and regulatory compliance requirements.
find out more
Security Backed Investment Contract
A Canadian-law governed agreement establishing terms for a security-backed investment, including security arrangements and regulatory compliance requirements.
find out more
Operating Agreement For Rental Property LLC
A Canadian corporate governance agreement for rental property operations, structuring ownership and management of rental properties while complying with Canadian corporate law.
find out more
Hedge Fund Partnership Agreement
A Canadian-law governed agreement establishing a hedge fund limited partnership, defining relationships between general partner and investors, plus operational and regulatory requirements.
find out more
Bank Investment Contract
A Canadian-law governed agreement between a financial institution and investor(s) establishing terms for bank investment products, including returns, risks, and regulatory compliance requirements.
find out more
Short Term Investment Contract
A Canadian-law governed Short Term Investment Contract establishing terms and conditions for temporary investment arrangements, compliant with federal and provincial securities regulations.
find out more
Shareholders Agreement And Share Subscription Agreement
A Canadian-law governed agreement combining share subscription terms with ongoing shareholder rights and obligations.
find out more
Purchase Of Shares Agreement
A Canadian law-governed agreement documenting the terms and conditions for the purchase and sale of shares in a company, including all essential transaction terms and regulatory requirements.
find out more
Memorandum Of Agreement For Investment
A Canadian legal document outlining investment terms and conditions between investors and a company, governed by federal and provincial securities laws.
find out more
Deed Of Sale Of Shares Of Stock
A Canadian law-governed deed that documents and executes the legal transfer of shares from seller to buyer, ensuring compliance with federal and provincial requirements.
find out more
Capital Investment Agreement
A Canadian-law governed agreement outlining terms and conditions for capital investment in a business entity, including investment structure, rights, and obligations of all parties.
find out more
Share Allotment Agreement
A Canadian-law governed agreement documenting the terms and conditions for issuing new shares in a corporation to subscribers.
find out more
Return On Investment Contract
A Canadian-law governed agreement establishing terms for investment capital provision and return arrangements, including payment structures and risk allocation.
find out more
Private Placement Agent Agreement
A Canadian-law agreement appointing an agent to facilitate private placement of securities, detailing terms, compensation, and regulatory compliance requirements.
find out more
Preference Share Subscription Agreement
A Canadian law-governed agreement for the subscription of preference shares, detailing share rights, subscription terms, and investor protections.
find out more
Non Discretionary Investment Advisory Agreement
Canadian-law governed agreement for non-discretionary investment advisory services, establishing advisor-client relationship while maintaining client control over investment decisions.
find out more
Loss Share Agreement
A Canadian-law governed agreement establishing how parties share potential losses on specified assets, typically used in financial institution transactions and regulated by federal and provincial legislation.
find out more
Investment Mandate Agreement
A Canadian-law governed agreement establishing terms for discretionary investment management services, including investment objectives, strategies, and regulatory compliance requirements.
find out more
Investment Agreement Between Two Individuals
A legally binding Canadian agreement establishing terms and conditions for private investment between two individuals, compliant with federal and provincial laws.
find out more
Discretionary Investment Advisory Agreement
A Canadian-compliant agreement governing discretionary investment management services between a registered investment adviser and their client.
find out more
Agreement For Transfer Of Shares
A Canadian law-governed agreement documenting the terms and conditions for transferring ownership of shares from a seller to a purchaser.
find out more
Agreement For Sale Of Shares
A Canadian-law governed agreement detailing the terms and conditions for the sale and purchase of company shares, including price, warranties, and completion requirements.
find out more
Hedge Fund Limited Partnership Agreement
Canadian-law governed agreement establishing a hedge fund limited partnership, defining partner relationships, investment terms, and operational framework.
find out more
Hedge Fund Subscription Agreement
A Canadian-law governed agreement for investing in a hedge fund, detailing subscription terms and regulatory compliance requirements.
find out more
Real Estate Holding Company Operating Agreement
Canadian operating agreement establishing governance and operational framework for a real estate holding company, compliant with federal and provincial corporate laws.
find out more
LLC Share Purchase Agreement
A Canadian-law governed agreement for the purchase and sale of shares in a Limited Liability Corporation, including transaction terms, warranties, and closing conditions.
find out more
Capital Raising Mandate Agreement
A Canadian-law governed agreement between a financial advisor and client company establishing terms for capital raising services and associated fees.
find out more
Share Investment Agreement
A Canadian-law governed agreement detailing the terms and conditions for share investment in a company, including investment amount, share details, and investor rights.
find out more
Wholesale Real Estate Purchase Agreement
A Canadian-law governed agreement for purchasing real estate with assignment rights for wholesale purposes, outlining terms, conditions, and compliance requirements for all parties.
find out more
Placement Agent Agreement Private Equity Fund
Canadian-law governed agreement setting out terms for a placement agent's marketing and distribution of private equity fund interests, including regulatory compliance and compensation terms.
find out more
Founders Stock Agreement
A Canadian-law governed agreement establishing rights and obligations between founding shareholders, including share allocation, vesting, and transfer provisions.
find out more
Short Term Investment Agreement
A Canadian-law governed agreement establishing terms for short-term investment activities, including investment parameters, obligations, and regulatory compliance requirements.
find out more
Revenue Sharing Investment Agreement
A Canadian-law agreement establishing terms for investment in exchange for future revenue sharing, including investment terms, revenue calculations, and compliance requirements.
find out more
Mezzanine Loan Term Sheet
A term sheet outlining the key terms and conditions for a mezzanine financing arrangement under Canadian law, including debt terms, security arrangements, and potential equity components.
find out more
Artist Investment Agreement
A Canadian-law governed agreement establishing terms for investment in an artist's work and career in exchange for revenue sharing rights.
find out more
Short Form Stock Purchase Agreement
A concise Canadian legal agreement for the purchase and sale of corporate shares, suitable for straightforward share transfer transactions.
find out more
Private Equity Purchase Agreement
A Canadian law-governed agreement documenting the terms and conditions of a private equity acquisition, including purchase terms, warranties, and regulatory compliance requirements.
find out more
Equity Share Agreement Startup
Canadian-law governed agreement establishing equity ownership terms and shareholder rights in a startup company.
find out more
Finder's Fee Agreement For Investment Capital
A Canadian-law governed agreement establishing terms for finder's services in raising investment capital, including compensation and regulatory compliance requirements.
find out more
ұԾ’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ұԾ’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)