Start free 14-day trial

Financial services proposal templates

In this day and age, your financial services are more technical, while your financial service clients are more savvy. This is why it makes sense for you to use a customizable financial proposal template that is completely legal.

Deposit Receipt Template

Deposit Receipt Template

Whether you're a landlord or selling a product or service, this free deposit receipt template gives your customers reassurance and proof of deposit.

Forbearance Agreement Template

Forbearance Agreement Template

This loan forbearance agreement template extends a past due loan payment by a specified number of days, granting the borrower the opportunity to bring the loan current before the lender takes legal action.

Money Transfer Agreement Template

Money Transfer Agreement Template

A financial institution can use this money transfer agreement as a service contract with clients who wish to initiate electronic wire transfers.

Stock Purchase Agreement Template

Stock Purchase Agreement Template

This stock agreement template helps you break down the value of shares and timeline for the sale, assuring both sides of the transaction are covered.

Settlement Agreement Template

Settlement Agreement Template

This settlement agreement template, also sometimes known as a Compromise Agreement, can be used to settle any sort of dispute, including those involving employment.

Stock Transfer Form Template

Stock Transfer Form Template

This free Stock Transfer Form Template allows for the transfer of stocks or shares in a public or private company between individual entities.

Subscription Agreement Template

Subscription Agreement Template

Any early stage startup could use this subscription agreement template as a free sample to outline the agreement in which investors offer payment for equity and shares in your budding business.

Payment Agreement Template
TOP 100

Payment Agreement Template

Use this payment agreement template to create legally binding contracts with your clients. It's suitable for most organizations, including financial institutions that provide loans and individuals and corporations offering payment plans. You can specify the loan amount and repayment terms, rules pertaining to your jurisdiction, and any additional obligations.

Investment Proposal Template

Investment Proposal Template

This free investment proposal template is designed for organizations and individuals that are seeking funding from investors. Use it to provide a detailed, concise, and persuasive overview of the current state of your business and to highlight exciting opportunities for growth. It includes customizable sections for describing your products and services, market openings, information about competitors, and funding requirements.

Investor Proposal Template

Investor Proposal Template

Impress prospective investors with this investor proposal template. Tell investors about your company or startup, marketing plan, financial forecasts, and specify how much money you are asking for. Use it to create a comprehensive, persuasive, and detailed document that gives you the best possible chance of gaining the funding your business needs.

Financial Consulting Agreement Template

Financial Consulting Agreement Template

Due to the nature of financial consulting services, it’s important to have a detailed agreement in place between you and your clients. This financial consulting agreement template includes language specific to financial services, and works well for freelancers and financial consulting agencies.

Franchise Agreement Template

Franchise Agreement Template

Use this free franchise agreement template to create binding contracts with your franchisees. The template contains extensive and customizable pre-written sections about involved parties, agreement terms, advertising, rights, franchise sale conditions, confidentiality, and franchise renewal.

Guaranty Agreement Template

Guaranty Agreement Template

Use this free guaranty agreement template to create a legally binding contract between a lender and a guarantor. It is suitable for use by both individuals and financial institutions. It contains fully customizable sections covering the principle, interest, and fees, terms, and additional conditions.