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Shareholder Agreement Document Template

Details the rights and responsibilities of shareholders in a corporation.

Shareholder Agreement

This Shareholder Agreement outlines the rights, responsibilities, obligations, and expectations of shareholders in {companyName}, a corporation formed under the laws of {jurisdiction}. It is designed to protect the interests of all shareholders while providing a clear framework for managing corporate affairs.

1. Parties

This Shareholder Agreement ("Agreement") is entered into on {agreementDate} by and among the following shareholders of {companyName}, located at {companyAddress}:

Full Name Address Share Percentage
{#shareholders}{fullName} {address} {sharePercentage}{/shareholders}

2. Purpose

This Agreement is intended to govern the relationship among the shareholders; to define their respective rights, obligations, and liabilities; and to set forth protocol relating to transfers of shares, company management, business operations, and dispute resolution.

3. Share Capital

The company’s total share capital is {totalShareCapital}. The respective ownership is indicated above under "Parties."

4. Management and Voting

The management of the company shall be conducted by a Board of Directors. Decisions requiring shareholder votes shall be passed with {votingThreshold}% approval of issued shares unless otherwise specified.

5. Share Transfer Restrictions

No shareholder may sell, assign, transfer, pledge, or otherwise dispose of any shares unless in accordance with the provisions of this Agreement.

{#transferRestrictions}

  • {condition}: {detail}

{/transferRestrictions}

6. Right of First Refusal

In the event a shareholder wishes to transfer shares, the remaining shareholders shall have the right of first refusal to purchase such shares on the same terms as offered by a third party.

7. Dividend Policy

Dividends shall be declared and distributed at the discretion of the Board of Directors, considering the company's operational and financial conditions.

8. Confidentiality

All shareholders agree to maintain the confidentiality of all company-related information, unless disclosure is authorized or required by law or legal process.

9. Dispute Resolution

Any disputes arising out of or relating to this Agreement shall be resolved in accordance with the dispute resolution clause set forth below:

Dispute Resolution Method: {disputeMethod}

{#hasArbitrationClause}

Arbitration: All disputes shall be resolved by binding arbitration in accordance with the rules of {arbitrationProvider} in effect at the time of the dispute. The place of arbitration shall be {arbitrationLocation}.

{/hasArbitrationClause}

10. Miscellaneous

  • This Agreement shall be governed by the laws of {governingLaw}.
  • Any amendment to this Agreement must be made in writing and signed by all shareholders.
  • This Agreement supersedes all prior agreements and understandings relating to the subject matter herein.

11. Signatures

IN WITNESS WHEREOF, the parties have executed this Shareholder Agreement as of the date first written above.

Shareholder Name Signature Date
{#signatories}{name} {signature} {dateSigned}{/signatories}

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Use Cases

Automate Shareholder Agreement Using Forms

collect shareholder agreement details via secure online form
generate shareholder agreements from investor onboarding form
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produce custom shareholder contracts from entrepreneur submission form
auto-generate shareholder agreements with founder questionnaire data

Generate Shareholder Agreement Using APIs

generate shareholder agreement from CRM system via API
trigger shareholder agreement creation from equity management platform
auto-generate shareholder contracts when new investor record is created via API
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Integrations / Automations

create shareholder agreement from Google Forms via Zapier
automatically generate shareholder contracts from new Airtable records
generate shareholder agreement when new DocuSign envelope is created
produce shareholder agreements from incoming Typeform responses via Make
auto-generate shareholder agreement when new deal is closed in HubSpot

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