Sample Investment Contract

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The document outlines an investment contract between Fritz Lulu Esclamado and Juan Lopez Luna for Juan Lopez Luna to invest PHP 375,000 in Esclamado's transport business, Esclatran Transport Services.

Juan Lopez Luna will invest PHP 375,000 for 3 years from June 30, 2016 to June 29, 2019. Fritz Lulu Esclamado will be the authorized personnel representing the business. The contract provides contact details for both parties.

Interest on the investment will be paid at 1.8667% per month (22.4% annually). Updates on the status of the venture will be provided periodically. The investor cannot interfere with the operations of the business.

ESCLATRAN TRANSPORT SERVICES

32 Rizal St. Benedicto Jaro, Iloilo City

INVESTMENT CONTRACT
Contract No. _________

KNOWN ALL MEN BY THESE PRESENTS:

This investment contract made and executed by and between FRITZ LULU ESCLAMADO of
legal age, single and a resident of 32 Rizal St. Benedicto Jaro, Iloilo City, a Proprietor of
ESCLATRAN TRANSPORT SERVICES and JUAN LOPEZ LUNA, a resident of Jaro
Plaza, Jaro Iloilo City.

This contract further certifies that JUAN LUAN is making a venture with ESCLATRAN
TRANSPORT SERVICES, and the invested amount shall be used to create a diverse portfolio,
most of which will concentrate on the capital expansion.

THIS CONTRACT INCLUDES THE FOLLOWING DETAILS

I. AMOUNT TO BE INVESTED BY THE INVESTOR

Three Hundred Seventy Five Thousand in Philippine Pesos only. (Php 375,000.00).

II. DETAILS OF INVESTMENT COLLABORATOR

Authorized Personnel: FRITZ LULU ESCLAMADO


Contact Number: Home - (+63) 917 000 1119
Office - (033) 509 23 67
Home Address: 32 Rizal St. Benedicto Jaro, Iloilo City, Philippines 5000
Office Address: Jaro Plaza, Jaro Iloilo City, Philippines 5000

III. DETAILS OF INVESTOR(S)

Name: JUAN LOPEZ LUNA


Contact Number: Home-
Office
Home Address:
Office Address:

ANNEX A
THIS CONTRACT INCLUDES THE FOLLOWING CONSIDERATIONS:

I. PERIOD OF CONTRACT

This contract shall be effective from June 30, 2016 to June 29, 2019.

II. INTEREST CHARGED

A.) The investor JUAN LUNA must be paid due interest charged at the rate of 1.8667% per
month or twenty-two point four percent (22.4%) annually of the total amount invested by the
investor of ESCLATRAN TRANSPORT SERVICES. The beginning of payment must be
made after one (1) month from the date of signing this contract. meddle

III. CONDITIONS

A.) The investor or his/her authorized representative(s), members of the business venture or
colleagues shall not in any way make use of the assets and interfere with the operations (See
Annex B) of ESCLATRAN TRANSPORT SERVICES.

B.) The investment collaborator shall be required to present approved updates to the investors on
the status of the venture periodically. (See Annex C)

III. TERMINATION OF CONTRACT

A.) Shall the investor JUAN LUNA decide to withdraw the investment contract, the investor
JUAN LUNA is required to give an advance notice of ninety (90) days prior to withdrawing the
investment, the withdrawal shall be in writing.

B.) The investor is allowed only to withdraw the investment after One Hundred Twenty Days
(120) days from the date of signing of the contract with a pre-termination fee of twenty-five
(25%) percent of the total amount invested.

C.) In the event that the company has to be dissolved due to bankruptcy or declared with
supporting documents that there was no net gain before or after the end of this contract, the
investment collaborator shall release the amount of the capital investment except for the thirty
(30%) percent interest charge.
ANNEX B

THIS CONTRACT INCLUDES THE FOLLOWING CONSIDERATIONS:

ESCLATRAN TRANSPORT SERVICES

I. ASSETS
A.) Vans
B.) Facilities
C.) Man Power
D.) Office Building

II. OPERATIONS
A.) All areas in the office
B.)

ANNEX C
THIS CONTRACT INCLUDES THE FOLLOWING CONSIDERATIONS:

I. APPROVED UPDATES

A.) Monthly updates of clients services, including day to day bookings.


IN WITNESS WHEREOF, the parties have signed this instrument this ____ day of ___
20__ at Iloilo City, Philippines.

FRITZ LULU ESCLAMADO


Invest Collaborator/
Proprietor of Esclatran Transport Services
CTC No._________________________
Government ID #: ______________________

JUAN LOPEZ LUNA


Investor
CTC No._________________________
Government ID #: ______________________

WITNESSES

______________________________ ______________________________

SUBSCRIBED AND SWORN to before me, a Notary Public, this ___ day of ____________ 20___ at
Iloilo City, parties exhibited to me his Community Tax Certificate with No. ____________________ /
____________________ and Valid ____________________ /____________________I.D No.
______________________/ ______________________ as proof of their identities.

Doc. No. ;
Page No. ;
Book No. ;
Series of 20__.

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