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Investor Relations Agreement

Free investor relations agreement template for a company engaging an IR consultant or firm.

This free investor relations agreement covers 1. Services, 2. Compensation, 3. Compliance, 4. Disclosure of Compensation, 5. Term and Termination with 6 clearly marked [placeholder] fields to fill in — built for founders, freelancers, and small business owners formalizing a business decision or agreement without paying a lawyer to draft it from scratch. Copy it into your own word processor, fill in the placeholders, and review it — or adapt it — before use. It's part of docstoc's free document template library, alongside business, legal, real estate, finance, and HR templates. Every template here is free to copy with no signup required, and each one carries a plain disclaimer: this is a starting point for informational purposes, not a substitute for advice from a licensed professional in your jurisdiction.

Template — click to edit

Investor Relations Agreement

Company: [Company Name] IR Consultant/Firm: [Name] Effective Date: [Date]

1. Services

Consultant will provide investor relations services, including: [e.g. drafting shareholder communications, coordinating earnings calls, managing analyst relationships, media outreach].

2. Compensation

[Monthly retainer of [Amount] / project fee — specify]. [State clearly whether any compensation is tied to stock price or trading volume, which raises securities-law concerns and should generally be avoided.]

3. Compliance

Consultant will comply with applicable securities disclosure laws (e.g. Regulation FD in the US) and will not disclose material non-public information without authorization.

4. Disclosure of Compensation

[If required by law, e.g. under Section 17(b) of the Securities Act for promotional activities: Consultant will disclose any compensation received when discussing the Company publicly.]

5. Term and Termination

This Agreement runs for [Term] and may be terminated by either party with [Notice Period] notice.


Company: ______________________ Date: ____________ Consultant: ______________________ Date: ____________

*This document is provided for informational and educational purposes only and does not constitute legal advice. IR compensation structures tied to stock promotion have specific SEC disclosure requirements, and "pump and dump" schemes using paid stock promotion are a real enforcement priority — avoid any compensation tied to share price movement, and use a licensed securities attorney to review this relationship.*

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Who this template is for

Freelancers & solo founders

Handling routine business paperwork without commissioning custom legal drafting for every document.

Small businesses

Standardizing recurring documents — leases, agreements, notices — across a growing operation.

Anyone reviewing before signing

Using a clear starting structure to understand what a document should cover, even if a lawyer finalizes it.

Early-stage businesses

Getting the basics documented before things get more complex.

FAQ

Is this investor relations agreement template really free?

Yes, completely free — view, edit, and download this investor relations agreement as a PDF without creating an account.

What does this investor relations agreement cover?

This business template includes 1. Services, 2. Compensation, 3. Compliance, 4. Disclosure of Compensation. Fill in the [bracketed] placeholders, edit any clause online, then download a PDF — the docstoc.io footer stays on every export.

Is this legal advice?

No. This is a general-purpose starting structure, not advice for your specific situation. Business agreements can hinge on details — state of formation, industry-specific regulation, how a dispute would actually play out — that a template can't account for. Have a business attorney review anything that involves real money or real risk before you rely on it.

Can I edit the wording?

Yes — edit directly on the page, adjust any section or clause, and re-fill the 6 placeholder fields to match your situation before downloading a PDF. It's a starting structure, not a rigid script.

Where can I find more free templates like this?

Browse more free business and related document templates in the docstoc library at /document-templates/.

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