Form 9e report on the investment 2025

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The document is Form 9E, a report required for private mortgage transactions. It outlines the necessary details about the investment, including borrower and guarantor information, property specifics, loan amounts, terms, interest rates, and payment particulars. The form also includes conditions and disclosures related to existing encumbrances and appraisals. It emphasizes the lawyer's limited responsibility in assessing the financial merits of the investment and warns that any loss may not be insured under professional liability policies if the lawyer acted as a mortgage broker.

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