Investment Certificate Template

Investment is a process in which a person or an organization invests money in a project or in a business so that it can get its share in the profit. The investment is a useful process because people have to invest money only once but the profit they get is for a long time and often for a lifetime.

Although people particularly businessmen like to invest their money in different projects, it is quite risky to invest money sometimes. The investment is always accompanied by lots of risks and apprehensions. One of the biggest fears of people is that if the money they are investing is in safe hands.

What is an investment certificate?

An investment certificate is an official document that is offered by a corporation of investment or brokerage to lure people into investing in their firms. They are offered to make the investment with the promise that their principal will remain safe. For ensuring safety, the certificate is used.

Importance of using the investment certificate:

This certificate is used these days by most firms because they know that everyone wants to secure their income. Similarly, the investor also likes to use this certificate because it allows the investor to invest the money and get proof.

Every organization has its own rules and policies regarding the use of this certificate. So, when you try to use the certificate, keep the policies of your organization into account.

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Investment certificate template:

Templates are usually used as a blueprint of an original document, and they are always intended to help the user. The user must use the template if he does not know how to create the certificate.

Benefits of the template of investment certificate:

  1. People who want to create the certificate of their own need a rough sketch so that they can get an idea to start working on the certificate. The template provides the user with such type of sketch.
  2. People often need some design ideas so that they can create a certificate that is attractive and looks beautiful. We can find different templates with unique borders, innovative backgrounds, different font styles, and much more to help people get some design ideas.
  3. The template also allows the user to add his specific details to it and make it usable for creating the investment certificate for his organization.

What information is provided by the investment certificate template?

Main details provided by these templates are:

  • The unique certificate or share number:

For recordkeeping purposes, it is vital to assign a unique share number to every shareholder. This makes it easy for organizations to identify the shareholder easily. The shareholder also knows that with which number he has been registered.

  • The name of the company:

The investor really needs this information to be present in the certificate because it lets him demonstrate that in which organization, he has invested the money. In some situations, the name of the organization or authority indicates whether the certificate has been issued by legitimate sources or not.

  • Name of the shareholder:

The investment certificate does not tell whether someone has invested the money or not. Rather, it tells the name of the shareholder who has invested to purchase shares. When the recipient of the certificate is addressed as a shareholder in the certificate, it is a clear sign that the shareholder is someone who has invested.

  • Information about shares:

Investors often purchase multiple shares to have more profit. So, the certificate specifies the number of shares that have been purchased by the shareholder. The amount paid by the investor to purchase shares should also be specified. If there is some particular information that an organization wants to share, it has added to the certificate.

  • Condition to return:

Shares of the organization are transferable to the shareholder, however, under some conditions. The certificate specifies those conditions in order to handle the dispute that may arise in the future between investors and the investment corporation.

  • Date of issuance:

In this certificate template, the date on which the certificate is issued is specified along with the name of the witness.


File: Word (.docx) 2007+ and iPad
Size 28 Kb

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