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NOMINEE SHARE INVESTMENT AGREEMENT


WHEN TO USE THIS DOCUMENT

 A Nominee Investment Agreement is used when one party (the Investor) wants another party (the Nominee) to make investments into stocks and shares on the investor’s behalf.

 In this agreement the parties agree the basic responsibilities and obligations. It then allows the parties to subsequently agree separate criteria to which the nominee will work. The agreement specifies that all profits and gains or losses and liabilities in any investment are to the sole benefit and / or responsibility of the investor.

 This is not any form of employment contract so the parties should be operating separately. Usually the nominee is a professional or separate business, and this agreement allows the nominee to charge for his services.

THIS DOCUMENT CONTAINS THE FOLLOWING:

  • Definition of investment and sale.
  • What happens to interest payments.
  • Nominee’s professional charges.
  • Record keeping.
  • Liability and indemnity.

HOW TO USE THIS DOCUMENT

 This is a MS Word document and is easy to use. The document uses blue text to provide extra guidance and notes and green text where you will customise your document to suit the circumstances in which it is used.
 

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File Type: Word File

File Size : 42.5 kbBuy Now

Price : £65.00

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