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Risk Disclosure Statement
Free risk disclosure statement template for informing a client or investor of the risks associated with a financial product or investment.
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This free risk disclosure statement covers General Risk Warning, Specific Risks, No Guarantee, Client Acknowledgment with 6 clearly marked [placeholder] fields to fill in — built for small businesses and individuals documenting a loan or expense putting financial terms in writing so both sides have a clear, shared record. 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.
Risk Disclosure Statement
Product/Service: [Description] · Date: [Date]
General Risk Warning
[Investing/trading in [Product] involves risk, including the possible loss of principal. Past performance is not indicative of future results.]
Specific Risks
- Market risk: [Description — value can fluctuate due to market conditions]
- Liquidity risk: [Description — may not be able to sell/exit quickly at a fair price]
- [Product-specific risk]: [Description — e.g. leverage risk, currency risk, concentration risk]
No Guarantee
[Company Name] does not guarantee any specific return or outcome. Any projections shown are hypothetical and not a promise of future performance.
Client Acknowledgment
By signing below, I confirm I have read and understood this risk disclosure and that I am investing/participating based on my own assessment of these risks.
Client signature: ______________________ Date: ____________
*This document is provided for informational and educational purposes only and does not constitute legal, tax, or investment advice. Financial products and investment advisory activity are regulated (e.g. by the SEC/FINRA in the US) — a real risk disclosure should be reviewed by a licensed securities attorney to ensure it meets your specific regulatory disclosure obligations.*
Edit directly in the box above. Download PDF anytime — the docstoc.io footer is always included and cannot be removed.
What's included
- Edit online — click the document, fill in placeholders, download a PDF
- 4 standard sections: General Risk Warning, Specific Risks, No Guarantee, Client Acknowledgment
- 6 clearly marked [placeholder] fields for quick personalizing
- Free to use — no account or signup required
- Fully editable — adjust any clause to match your actual situation
- Includes a signature block, ready to print or sign digitally
- Fixed docstoc.io footer on every PDF (not removable)
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.
Informal lending & reimbursements
Money changing hands between people or a business and its team, without a bank's paperwork.
FAQ
Is this risk disclosure statement template really free?
Yes. Like every template in docstoc's library, this risk disclosure statement is free to use, with no account or signup needed to view, edit, or download it.
What does this risk disclosure statement cover?
This finance template includes General Risk Warning, Specific Risks, No Guarantee, Client Acknowledgment. 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. Financial documents like this can touch usury limits, lending disclosure rules, or tax treatment that vary by state and by amount — details a general template can't know. Have an accountant or attorney review the actual terms before money changes hands based on this.
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 finance and related document templates in the docstoc library at /document-templates/.
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