Investment Document

How is Investment Document defined in a legal contract?

• Investment Document means any agreement, document of subscription or assignment that officially stands in physical form as a client's investment, or shows the clients ownership of an entity, provided it is accepted by the [organization]. But it does not apply to any security, instrument, certificate, title, agreement, or document accompanied by a stock power or endorsement to the [organization] or left blank. Seen in 18 SEC filings.
• Investment Document means documents that govern a Co-tenant's relationship with its investors. Seen in 1 SEC Filing.

Note: The Genie AI Legal Assistant pulled this data out of the SEC EDGAR Database of 500,000 records from the past 22 years of filings. We regularly update this page as new filings and definitions come in.

Search EDGAR for 'Definitions of investment document' yourself to verify these results. We are always keen to point people to source documents.

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Which definition should you use?

🤔 Our AI Legal Assistant has combined and improved the above descriptions to create market-standard 'Genie definitions' below, with guidance on which documents and which industry to use for each.

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Genie Definition 1

• Investment Document means a physical agreement showing a client's [organization] approved investment or their ownership entity.

Relevant Contract Types

• Investment Agreement
• Partnership Agreement
• Shareholder Agreement

Relevant Circumstances

• New business investments
• Purchase of shares in an existing business
• Formation of partnerships

Relevant Sectors

• Finance
• Real Estate
• Technology

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Genie Definition 2

• Investment Document means a file directing a Co-tenant's rapport with its investors.

Relevant Contract Types

• Joint Venture Agreement
• Investment Agreement

Relevant Circumstances

• Investment transactions involving shared assets
• Formation of joint ventures

Relevant Sectors

• Real Estate
• Construction
• Retail

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