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.

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.

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.

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.

Budget Proposal Template

Budget Proposal Template

This free budget proposal template is perfect for both a small business or a nonprofit to outline funds used for investors and donors.

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.