An investment plan is a financial plan through which a person puts in an amount of money in an investment instrument and gets higher returns in the future. There can be different types of investment plans which one can choose suitable to his needs and requirements. Some investment plans offer tax savings, so people invest in those instruments in order to save money by not paying tax on that amount.
Other investment plans may be retirement plans where one invests an amount regularly throughout his career and when he retires he has a big amount which he can use to live comfortably. Parents also mane investment plans for their children’s education or wedding where they start investing since the child is young and when he is older they can use the invested amount for his benefit. These investment plans are offered by firms and often an agent explains these to potential investors. Depending on your priority, you can choose your own investment plan.
You can Download the Free Investment Plan Agreement customize it according to your needs and Print. Investment Plan Agreement is either in MS Word, Excel or in PDF.
Sample Investment Plan Agreement
Investment Plan Agreement
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