Investment Representation Letter

for Your State

This Investment Representation Letter is for use by a company when selling securities and relies on specific exceptions to registration with the Securities & Exchange Commission.

For Immediate Download

$9.95 Add to Cart
Free eSignature included
with every order
Please select a state

File types included

  • Microsoft Word
  • Adobe PDF
  • WordPerfect
  • Rich Text Format

Compatible with

  • Windows
  • Mac OS X
  • Linux

For Immediate Download

$9.95 Add to Cart
Free eSignature included
with every order
Please select a state

Attorney prepared

Our forms are kept up-to-date and accurate by our lawyers

Unlike other sites, every document on FindLegalForms.com is prepared by an attorney, so you can be sure that you are getting a form that is accurate and valid in your state.

Valid in your state

Our forms are guaranteed
to be valid in your state

Our team works tirelessly to keep our products current. As the laws change in your state, so do our forms.

Over 3,500,000
satisfied customers

In over 10 years of creating and selling legal forms, our focus has never changed: providing our customers high quality legal products, low prices and an experience that takes some confusion out of the law.

Free eSignature

Sign your form online, free with any form purchase

We now provide a free Electronic Signature Service to all of our visitors. There are no hidden charges or subscription fees, it's just plain free.

60-Days Money Back

Try our forms with no risk

If you are unhappy with your form purchase for any reason at all, contact us within 60 days and we will refund 100% of your money back.
This Investment Representation Letter is used when a company is selling securities and is relying on specific exceptions to having register the securities with the SEC. With the letter, the prospective shareholder (investor) furnishes confidential and personal information to a company in order to invest. This letter, which precedes the investment, is for use by an individual or entity.

The information provided in this letter includes the investor's name, occupation and net worth. It also includes a provision that states that the investment is for shareholder's use only, or as fiduciary on behalf of another. Language to be printed as a legend on the share certificate is supplied within in this letter.

This Investment Representation Letter includes:
  • Parties: Sets forth the name of the company and shareholder who will purchase stock f the company;
  • Institutional/Individual Shareholders: Requests specific information from shareholders who are individuals or institutions including name, address, social security number and net worth;
  • Non-accredited Investors: Requests specific information from this type of investor including credentials and net worth information;
  • Signatures: An officer of the company must sign this letter.

Protect yourself and your rights by using our attorney-prepared forms.

This attorney-prepared packet contains:
  1. General Information
  2. Instructions and Checklist
  3. Investment Representation Letter
State Law Compliance: This form complies with the laws of all states
This is the content of the form and is provided for your convenience. It is not necessarily what the actual form looks like and does not include the information, instructions and other materials that come with the form you would purchase. An actual sample can also be viewed by clicking on the "Sample Form" near the top left of this page.
Number of Pages11
DimensionsDesigned for Letter Size (8.5" x 11")
EditableYes (.doc, .wpd and .rtf)
UsageUnlimited number of prints
Product number#43693
This is the content of the form and is provided for your convenience. It is not necessarily what the actual form looks like and does not include the information, instructions and other materials that come with the form you would purchase. An actual sample can also be viewed by clicking on the "Sample Form" near the top left of this page.

Looking for something else?