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Short Term Investment Contract

Short Term Investment Contract Template for Canada

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Key Requirements PROMPT example:

Short Term Investment Contract

"I need a Short Term Investment Contract for a 6-month private equity investment of CAD 500,000 from a Toronto-based accredited investor, with monthly performance reporting requirements and early withdrawal options after 3 months."

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Document background
The Short Term Investment Contract serves as a crucial legal instrument for structuring temporary investment relationships in the Canadian market. It is primarily used when investors seek to place capital for a defined short-term period, typically ranging from a few months to a few years. The document incorporates essential elements required by Canadian securities laws, including both federal regulations and provincial requirements, as securities regulation in Canada is primarily managed at the provincial level. This contract type is particularly relevant for various investment scenarios such as fixed-term investments, short-term funds, or temporary capital deployments. It includes comprehensive provisions for investment terms, risk management, regulatory compliance, and investor protection measures, making it suitable for both institutional and individual investors operating within the Canadian investment landscape.
Suggested Sections

1. Parties: Identification of the investor and investment manager/company, including full legal names and addresses

2. Background: Context of the investment arrangement and purpose of the agreement

3. Definitions: Key terms used throughout the agreement

4. Investment Amount and Terms: Specification of the investment amount, term length, and any minimum holding periods

5. Investment Strategy: Description of how the funds will be invested and any investment restrictions

6. Returns and Distribution: Details of expected returns, calculation methods, and distribution schedule

7. Fees and Expenses: All applicable fees, charges, and expense allocations

8. Representations and Warranties: Statements of fact and promises made by both parties

9. Risk Acknowledgment: Disclosure and acknowledgment of investment risks

10. Withdrawal Rights: Terms and conditions for early withdrawal or redemption

11. Termination: Conditions and process for terminating the investment

12. Confidentiality: Obligations regarding confidential information

13. Notices: How formal communications between parties should be made

14. Governing Law: Specification of Canadian law and relevant jurisdiction

15. Execution: Signature blocks and execution requirements

Optional Sections

1. Accredited Investor Status: Required if the investment is being made under accredited investor exemptions

2. Currency Conversion: Include if investment involves multiple currencies

3. Tax Considerations: Detailed tax implications and responsibilities, if relevant to the specific investment structure

4. Co-investor Rights: Include if multiple investors are involved in the same investment

5. Electronic Communications: Include if parties agree to receive notices and documents electronically

6. Force Majeure: Include if parties want to address unforeseeable circumstances

7. Assignment Rights: Include if transfer or assignment of investment rights is permitted

Suggested Schedules

1. Schedule A - Investment Terms Sheet: Detailed breakdown of investment terms, amounts, and timing

2. Schedule B - Risk Disclosure Statement: Comprehensive list of investment risks and disclaimers

3. Schedule C - Fee Schedule: Detailed breakdown of all fees and charges

4. Schedule D - KYC Documentation: Know Your Client information and verification requirements

5. Schedule E - Investment Strategy Details: Detailed description of investment approach and restrictions

6. Appendix 1 - Accredited Investor Certificate: Forms and certificates confirming accredited investor status if applicable

7. Appendix 2 - Wire Transfer Instructions: Banking details and instructions for fund transfers

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions












































Clauses



























Relevant Industries

Financial Services

Investment Management

Banking

Wealth Management

Private Equity

Venture Capital

Asset Management

Professional Services

Real Estate Investment

Technology Investment

Relevant Teams

Legal

Compliance

Investment Management

Risk Management

Operations

Finance

Treasury

Client Relations

Due Diligence

Portfolio Management

Fund Administration

Relevant Roles

Investment Manager

Portfolio Manager

Chief Investment Officer

Legal Counsel

Compliance Officer

Risk Manager

Fund Administrator

Investment Advisor

Financial Controller

Treasury Manager

Investment Analyst

Due Diligence Officer

Relationship Manager

Operations Manager

Chief Financial Officer

Industries







Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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