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Investment Club Partnership Agreement
"I need an Investment Club Partnership Agreement under Belgian law for a group of 8 technology sector professionals, focusing exclusively on European tech startups, with a minimum investment requirement of 鈧25,000 per partner and quarterly investment committee meetings."
1. Parties: Identification of all founding partners/members of the investment club
2. Background: Context of the agreement and purpose of establishing the investment club
3. Definitions: Definitions of key terms used throughout the agreement
4. Formation and Purpose: Legal establishment of the partnership and its investment objectives
5. Capital Contributions: Rules regarding initial and ongoing capital contributions from partners
6. Partnership Interests: Definition and calculation of each partner's ownership interest
7. Management and Administration: Governance structure and decision-making processes
8. Investment Policy: Investment strategy, permitted investments, and investment restrictions
9. Meetings and Voting: Procedures for partner meetings and voting requirements
10. Accounting and Reports: Financial reporting requirements and accounting procedures
11. Profit and Loss Allocation: Distribution of profits and allocation of losses among partners
12. Transfer Restrictions: Limitations on transferring partnership interests
13. Withdrawal and Removal: Procedures for partner withdrawal and involuntary removal
14. Dissolution and Liquidation: Process for winding up the partnership
15. Governing Law and Jurisdiction: Applicable law and jurisdiction for dispute resolution
1. Investment Committee: Details of investment committee structure and powers, needed for larger clubs with delegated investment decisions
2. Compliance Officer: Appointment and duties of a compliance officer, recommended for larger clubs
3. Additional Capital Calls: Procedures for requesting additional capital, needed if contemplating future capital needs
4. Valuation Methods: Detailed procedures for valuing investments, important for complex investment strategies
5. Tax Matters: Specific tax provisions and appointment of tax representative, needed for complex tax situations
6. Confidentiality: Detailed confidentiality provisions, important when handling sensitive investment information
7. Anti-Money Laundering: Specific AML procedures, needed for higher-risk investment activities
8. Electronic Communications: Provisions for electronic voting and virtual meetings, useful for modern operations
1. List of Initial Partners: Details of founding partners including contact information and initial capital contributions
2. Investment Guidelines: Detailed investment criteria, limits, and procedures
3. Subscription Agreement: Standard form for new partners joining the club
4. Valuation Policy: Detailed methodology for valuing different types of investments
5. Fee Schedule: Details of any administrative or management fees
6. Risk Disclosure: Comprehensive risk factors and disclaimers
7. Operating Procedures: Detailed procedures for day-to-day operations
8. KYC Requirements: Required documentation for partner verification
Authors
Financial Services
Investment Management
Private Equity
Wealth Management
Professional Services
Banking
Legal Services
Asset Management
Real Estate Investment
Technology Investment
Legal
Compliance
Finance
Investment Management
Risk Management
Wealth Management
Corporate Governance
Tax Advisory
Operations
Administrative Services
Investment Manager
Legal Counsel
Financial Advisor
Partnership Administrator
Compliance Officer
Tax Consultant
Wealth Manager
Investment Analyst
Risk Manager
Portfolio Manager
Managing Partner
Corporate Secretary
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