Legal Contract Templates Equity Investment Contract

Writing the Equity Investment Contract document

EQUITY INVESTMENT AGREEMENT THIS AGREEMENT is made this current day day of current month current year by and between company name Company and company name Customer Agreements In consideration of the mutual covenants set forth in this Agreement Customer and Company hereby agree to an exchange of equity in the Enter which party is trading equity Customer or Company for Insert the service product or other description of what is being traded under the following terms and conditions. 1. General Terms. Company shall during the Term as defined below accept from Customer as substitution for compensation equity in the form of Insert relevant information about the types of shares or transfer of such here

Examples include. # XXX Shares of Series Preferred Stock at YYY price per share and in accordance with the Company Common Stock Agreement attached hereafter etc For all of Companys services under this Agreement Customer shall compensate Company in cash equity pursuant to the terms of Exhibit attached hereto. Exhibit should include whether the compensation is 100% in equity or combination of the two. An example of such would be as follows. For all of Companys services under this Agreement Customer shall compensate Company at 80 hour of which 60 shall be made in the form of cash and 20 shall be made in equity in the form of stock. Insert relevant information about the types of shares or transfer of such here. Example. Shares of Series Preferred Stock subject to adjustment for dilution in accordance with the Company Common Stock Agreement.

2. Term of Service. Term of this Agreement shall commence on start date and shall continue in full force and effect until terminated by either party upon at least ninety days prior written notice. Absent termination notice no event except breach may terminate this Agreement prior to end date. 3. Exempt Expenses Fees or Licenses Company will be reimbursed in cash for any expenses incurred in connection with the Services or work performed subject to Customers prior approval of such expenses. General Provisions. 4. Entire Agreement. This Agreement contains the entire agreement between the parties relating to the subject matter hereof and supersedes any and all prior agreements or understandings written or oral between the parties related to the subject matter hereof. No modification of this Agreement shall be valid unless made in writing and signed by both of the parties hereto. 4 Governing Law. This Agreement shall be governed by and construed in accordance with the laws of the State of state or province. Exclusive jurisdiction and venue shall be in the county County state or province Superior Court.

4 Binding Effect. This Agreement shall be binding upon and inure to the benefit of Customer and Company and their respective successors and assigns provided that Company may not assign any of these obligations under this Agreement without Customers prior written consent. 4 Waiver. The waiver by either party of any breach or failure to enforce any of the terms and conditions of this Agreement at any time shall not in any way affect limit or waive such partys right thereafter to enforce and compel strict compliance with every term and condition of this Agreement. 4 Good Faith. Each party represents and warrants to the other that such party has acted in good faith and agrees to continue to so act in the negotiation execution delivery performance and any termination of this Agreement. 4 No Right to Assign.

Company has no right to assign sell modify or otherwise alter this Agreement except upon the express written advance approval of Customer which consent can be withheld for any reason. Customer may freely assign Customers rights and obligations under this agreement. 4 Payments. In the event Customer fails to make any of the payments set forth on Exhibit within the time prescribed in Exhibit Company has the right to withhold Services remove work product from Company owned resources or seek legal remedy until payment in full is received plus accrued late charges of 2% per month. 4 Mutual Nondisclosure of Compensation. Both parties agree not to disclose to any third party the compensation terms contained within this Agreement. Neither party shall be held responsible for information that has been made available to the public as requirement of the Company Common Stock Agreement. 4 Attorneys Fees. In the event any party to this Agreement employs an attorney to enforce any of the terms of the Agreement the prevailing party shall be entitled to recover its actual attorneys fees and costs including expert witness fees. The parties represent and warrant that on the date first written above they are authorized to enter into this Agreement in its entirety and duly bind their respective principals by their signatures below.

EXECUTED as of the date first written above. company name By signator authorized signature or signer. Job title of signator authorized signature or signer. Date when the contact was signed company name By signator authorized signature or signer.

Job title of signator authorized signature or signer. Date when the contact was signed Customer Initials Company Initials

How to write my ACH Transaction Authorization Form document (example of another included contract document)

ACH TRANSACTION AUTHORIZATION company name first name last name. Work Order #. WorkOrder I hereby authorize company name to initiate ACH transactions to my. * CHECKING ACCOUNT

* SAVINGS ACCOUNT * OTHER . account at the Depository named below. This authority is to remain in full force and effect until such time company name receives written notification of its termination plus days. The purpose of the ACH Transaction shall be for. And shall occur on Weekly Bi weekly Monthly Bi Monthly Yearly basis.

ACH debits and credit amounts shall occur on fixed variable basis subject to the Terms and Conditions of the insert relevant information about what governs the amounts and conditions relevant to this ACH request Bank Name Branch Transit ABA Routing Number Bank Account Number first name last name Signature Date Title

Upon completion you may fax or email. company name Attention. first name last name Fax #. fax number Email. e mail address current date

Writing the Debt Transfer Agreement document (example of another included contract document)

TRANSFER OF DEBT AGREEMENT THIS AGREEMENT is made this current day day of current month current year by and between company name hereafter referred to as Debtee and company name hereafter referred to as Debtor The purpose of this Agreement hereafter referred to as the Agreement is to act as transfer of debt for Insert General Description of the Debt as detailed in Exhibit attached and hereafter referred to as the Debt from company name to company name effective as of the date of this Agreement. Therefore the parties agree to the following regarding the transfer and repayment of the debt. 1 Debtee unconditionally and irrevocably agrees to assume and pay the Debt on behalf of the Debtor and according to the terms and conditions as detailed in Exhibit A. If third party Creditor holds the debt then the repayment terms should be outlined in Exhibit along with formal acknowledgment by the Creditor that they will accept the assumption of Debt between Debtor and Debtee. Otherwise it is assumed that this is formalization of debt between two parties only.

2 All property materials Intellectual Property IP proprietary rights trademarks patent rights or any other collateral the collateral secured by the Debt shall be transferred to company name in exchange for company name taking responsibility for the repayment of the Debt listed in Exhibit A. 3 Debtor shall execute all documents contracts and agreement related to the transfer of Debt and or the collateral to company name. 4 The right of Debtor to make use of copy duplicate or distribute in any format the Collateral or related IP whether in part or in whole is strictly forbidden. 5 Debtor warrants that the Debt is accurate and current and all documentation provided to company name is in its original or recorded format and has not been materially altered or modified in any form. 6 Debtor acknowledges that nothing in this Agreement shall constitute release of any obligations of the Debtor to the original Creditor for repayment of the Debt breach of contract or other obligations or any related charge not detailed in the Exhibit A.

7 The undersigned warrant that they have the full power to enter into this Agreement and to make the grants contained herein. 8 If any provision of this Agreement is held to be unenforceable the enforceability of the remaining provisions shall in no way be affected or impaired thereby. 9 This Agreement and any disputes arising hereunder shall be governed by the laws of state or province state without regard to conflicts of laws or principles. 10 Any failure by any party to exercise or delay in exercising right or power conferred upon it in this Agreement shall not operate as waiver of any such right or power. 11 This Agreement shall be binding upon and inure to the benefit of the parties their successors and assigns. Debtee. company name Name. Signature.

Date. Debtor. company name Name. Signature. Organization. Date. Debtor Initials Debtee Initials

Writing the Chargeback Reversal Agreement (Stronger) document (example of another included contract document)

CREDIT CARD CHARGEBACK REVERSAL AUTHORIZATION Case Number. Transaction Date. Amount. Visa MasterCard Discover American Express Other.

Note. The merchant company name has obtained sufficient tracking information for this transaction and will provide rebuttal to the credit card issuer. The merchant reserves the right to request further investigation or refer the chargeback to the proper authority should signature from the customer not be acquired. Statement. This transaction chargeback was reported in error. the Cardholder agree to the reversal of the chargeback. Cardholder. Signature. Date. Phone. Email.

Print and Fax this form to. company name Attention. Sales Dept Fax fax number Print and mail this form to. company name address

address city state or province zip or postal code Important. Email Adobe PDF Email Faxes or other Electronic delivery of this form will NOT be accepted.

How to write my Chargeback Reversal Agreement (Standard) document (example of another included contract document)

CREDIT CARD CHARGEBACK REVERSAL AUTHORIZATION Case Number. Transaction Date. Amount. Visa MasterCard Discover American Express Other. This transaction chargeback was reported in error. the Cardholder agree to the reversal of the chargeback. also understand that with sufficient tracking information the merchant company name can provide rebuttal to the credit card issuer without signature from the customer and request further investigation. Cardholder.

Signature. Date. Phone. Email. Print and Fax this form to. company name Attention. Sales Dept Fax fax number Print and mail this form to. company name

address address city state or province zip or postal code Important. Email Adobe PDF Email Faxes or other Electronic delivery of this form will NOT be accepted.

How do you write a Software Training Plan document? (example of another included contract document)

company name Software Training Plan THE PROJECT DOCUMENT TITLE Author and Their Titles company name current date Document Version Control Information V 1. 0 Document Version History Version

Number Date Author Version Notes 1. Introduction 1 Purpose of This Document Objectives Insert the purpose of this document its objectives and its intended audience. Example. The purpose of this document is to formally recognize and codify the policies and procedures Company wishes to enact in order to organize the software training Company provides to employees and vendors. The goals and objectives listed in this plan are meant to allow the Company to achieve consistent training experience. The Company provides its employees staff and vendors this Software Training Plan as an overview of the required steps and policies to be enacted when developing or executing software training. 1 Scope of Document Insert description of the scope of this Software Training Plan and explain whether this covers an entire application or component thereof. Indicate whether this training plan shall be governed by or supersedes other policy documents that may already be in place concerning training or specific process or procedure.

1. Scope Constraints Insert constraints such as schedules costs interactions overview or any other information relevant to the training desired. 1 Goals of This Plan Insert an overview or brief description of the product software or other desired end result to be achieved by this Software Training Plan. 1 Business Context Insert an overview of the business or organizations impacted by this Software Training Plan. Include the business or organizations critical components and reliance on specific vendors services or other assets. 1 Goals Defined The overall goal of the Software Training Plan is to provide an easy and accessible outline to enable company name staff or vendors to organize and execute acceptable training and education plans. Additional goals include.

* Insert additional goals or objectives here. * Insert additional goals or objectives here. 1 References and Reference Material Insert list of all reference documents and other materials related to the Software Training Plan. References will often include but are not limited to. * User guides or manuals * Third party books or resources * Other company software training plan * Any other relevant document or resource 1 Documentation Items

Insert references to documentation or contact lists which may include but are not limited to. * Company critical software services list * Company critical software vendors list * Company commercial software support phone numbers and services * Company support logins or passwords * Company software support or maintenance agreements and relevant contacts 1 Terminology Used in This Software Training Plan

Insert references and delimitations for terminology used in this plan. Include all acronyms and abbreviations as well. * Insert terminology definition here. * Insert terminology definition here. * Insert terminology definition here. * Insert terminology definition here.

* Insert terminology definition here. 1 Points of Contact Insert point of contact contact method and all policies for coordination of such contacts. * Insert point of contact here. * Insert point of contact here. or use the following table structure. Contact Name Contact Phone Contact Email Area of Responsibility 2. Software Training Plan. Current System Summary 2 Background and System Objectives

Insert an overview of your current system. Include the purpose and business objective of the current system. 2 Hardware Requirements and Constraints Insert information concerning hardware required by this plan and whether there are constraints to be considered e. g. browsers to be used secure locations to access software etc. 2 Known Issues The following are limitations or known issues impacting the Software Training Plan. Insert additional descriptions of the limitations or known issues here. 2 Documentation

The following documentation is available for the current system. Insert additional descriptions or lists of the available documentation. 3. Implementation of the Plan Insert the overall objectives for implementation of the Software Training Plan. Your Software Training Plan may contain several different approaches for certain types of training such as individual small group large group department seminar review etc. 3 Training Methods and Procedures

Here you will describe the methods and procedures you wish your trainers to follow and to educate staff on. If methods and procedures from an existing system or Training Plan are to be included in this plan you will want to describe these procedures in this section rather than simply reference them. Insert training methods here. 3 Testing Training Retention and Evaluation Describe the methods to be used for administering tests quizzes or other methods for benchmarking the retaining of the training. Explain whether testing and evaluation are to be done after the completion of the initial training plan after set amount of time or combination thereof. Make sure to describe the goals that must be achieved in this section as well. Insert testing methods here.

3 Software Training Plan Timelines and Schedules Insert any timelines milestones or date sensitive deadlines that must be adhered to for this Software Training Plan. 1. Insert timeline milestone or schedule here. 2. Insert timeline milestone or schedule here. 3. Insert timeline milestone or schedule here. 4. Insert timeline milestone or schedule here. 5. Insert timeline milestone or schedule here.

3 Software Training Plan Objectives vs. Mandates The objectives set forth in Sect. should be considered the overall goals of the Software Training Plan. They may not always be exact mandates. Individual departmental policies and procedures or other Software Training Plans may outline additional instructions to be followed. 3 Software Training Plan Administration. Creating Outline Using an outline format insert description of the methods that the Company wishes to use for administering the Software Training Plan. For example you might write. The Company desires that all Software Training Plans include an outline for how the trainer is to handle the following. a Enrollment of students Learning Management System LMS b Classroom environment to be utilized conference room lecture hall c Equipment required visual aids projectors workstations d Learning materials required books manuals etc.

e Record keeping requirements certificates tests etc. 3 Software Training Plan Performance Testing Insert the objectives and requirements for testing to ensure that the plan operates correctly in regard to normal operation response and execution times scalability portability and all other performance requirements within the business environment. 3 Software Training Plan Administration. Follow up Training Insert any information pertaining to whether follow up training is required and under what schedule it must be performed. If certifications are to be considered then include information on how students are to make sure that they achieve and keep current their third party certifications.

3 Software Training Plan Revisions and Alterations Insert the objectives and requirements for how revisions and alterations are to be made to the Software Training Plan. Often new methods begin to be incorporated into established training programs without being represented within company plan document. Insert description of how when this document must be updated when new methods are used. 4. Software Training Plan. Materials In this section you will describe and define each of the materials that will be required for the Software Training Plan. This is detailed accounting. You may attach additional exhibits to this section if your Software Training Plan requires them. 5. Software Training Plan Curriculum Insert the specific descriptions of each section of the Software Training Plan curriculum. This is to be considered your syllabus for this Software Training Plan. syllabus may include but is not limited to the following organizational structure. SECTION COURSE SYLLABUS * Section Description * Section Organization

* Section Objectives o Objective A o Objective B o Objective C o Objective D * Section Topics o Topic A

o Topic B o Topic C o Topic D Section Materials Required Section Grading Criteria General Notes 6. Software Training Plan Evaluation A description of methodology concerning how evaluations of instructor student and course are to be conducted post training. Determine whether evaluations will be immediate or after particular milestone or benchmark is reached testing certification etc.

7. Software Testing Plan Hardware and Environmental Requirements List A description of the hardware and environmental requirements for the Software Training Plan. 7 Hardware Requirement Name Insert description here. 7 Software Requirement Name Insert description here.

7 Security Resources Requirement Name Insert description here. 7 Specific Tools Requirement Name Insert description here. 7 Specific Documentation Requirement Name Insert description here. 7 Specific Risks and Assumptions

Insert description here. Focus on restraints such as resource availability time constraints staff and developer availability and all other resource dependencies or external factors that can influence the Software Training Plan. 7. Risk and Assumption Contingency Plan Insert description of the contingency plan for each item listed above e. g. a developer or support staff member is out sick on the day of training. 8. Change Request and Management A description of the Software Training Plan change request and change management procedures. Describe the process that must be followed for submission review and authorization for all requests for change to the Software Training Plan or for any change to any part of the deliverables.

9. Approval for Software Training Plan A description of the personnel authorized to approve the Software Training Plan. Their names titles and signatures must accompany this document. approved approver Title Date Signed approved approver

Title Date Signed approved approver Title Date Signed

approved approver Title Date Signed 10. Appendices A description of all other supporting information required for the understanding and execution of the Software Training Plan and requirements.

All Software Training Plan documents require the following two appendices. 10 Definitions Acronyms Abbreviations Definitions of important terms abbreviations and acronyms. This may also include Glossary of terms. 10 References A listing of all citations to all documents and meetings referenced or used in the preparation of this Software Training Plan and testing requirements document.