Investors Agreement

Are you in talks with your investors? Do you need a solid document to outline the shares and conditions of the transaction?

An investment agreement deals with the subscription for shares by the investors in return for the investment monies. The investment agreement should bind all investors participating, including any separate funds that are investing so if this sounds like a document your business would benefit from then keep reading below!

THE SERVICE OFFERED

The Service will Cover: 

• Initial consultation to align objectives and get to know your business
• An Investors Agreement
• A set of revisions
• A follow-up to outline and close the engagement

The service excludes:

• Face to face meetings
• Third-party negotiations
• Review of an existing agreement (this is a drafting service)

Please note: the above can be completed at an additional price. 

What you need to provide:

• Context of your business operations and the investment
• The first step after the purchase will be to provide verification of your identity and supply the following documentation so your adviser can carry out their ‘Know Your Customer’ (KYC) and ‘Anti-Money Laundering’ (AML) checks. Please have the following at hand but note that this may not be a complete list:
  • Company name, VAT number (if applicable), registration number
  • Key contacts and associated contact details including email and mobile
  • The names and home addresses of all directors
  • Home utility bill (no more than 3 months old) and passport for every person who owns or controls more than 25% of the voting rights of your business

I Hope to Hear From You Soon.

If you have any questions you would like to raise regarding this service, please get in touch by selecting the “Contact me” option at the bottom of my profile.

If you are also interested in further detailed advice not covered in the above, get in touch with an outline of your requirements. I will provide a tailored quote to meet your needs.

I hope to hear from you soon.

Suzanne Harley-Davies, Freelance Legal Services Limited