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

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

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

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

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

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

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

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

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

Owing money never ceases to be awkward. Customize this payment agreement template to work out a polite payment plan.

Investment Proposal Template

If you are looking for an investment proposal to help pitch your business in order to gain that little (or large) amount of more funding that you need to go "live" or keep your business going, use this free and customizable proposable to get your idea of the ground or to help keep it running.

Investor Proposal Template

Are you a budding startup/company? Businesses starting from nothing often need investment cash to grow to their full potential. Use this free Investor Proposal Template outline to help you get started and show why an investor would want to get in right now!

Bank Loan Proposal Template

How well you present yourself could be the difference between landing that crucial loan or watching your business dreams fade away.

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.

Guaranty Agreement Template

A guaranty agreement is a promise to accept the financial responsibility of another individual in the event that they default on a debt. Use this guaranty agreement template to outline the guarantor’s responsibilities in the event that a borrower fails to repay their debt.