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Investment Club Operating Agreement
"I need an Investment Club Operating Agreement for a tech-focused investment group of 12 members in Jakarta, with specific provisions for cryptocurrency investments and quarterly member contributions starting March 2025."
1. Parties: Identification of all founding members of the investment club and their contact details
2. Background: Context of the investment club formation and its intended purpose
3. Definitions: Definitions of key terms used throughout the agreement
4. Formation and Name: Legal establishment of the club and its official name
5. Purpose and Objectives: Detailed description of the investment club's goals and permitted activities
6. Membership: Qualifications, admission procedures, and requirements for membership
7. Capital Contributions: Rules regarding initial and ongoing capital contributions from members
8. Investment Policy: Guidelines for investment decisions, permitted investment types, and risk management
9. Management Structure: Roles and responsibilities of officers, committee members, and decision-making processes
10. Meetings and Voting: Procedures for conducting meetings and voting mechanisms
11. Accounting and Records: Requirements for financial record-keeping, reporting, and audit procedures
12. Profit and Loss Distribution: Methods for calculating and distributing investment returns and losses
13. Transfer of Interests: Rules regarding the transfer of membership interests
14. Withdrawal and Exit: Procedures for member withdrawal and exit from the club
15. Dissolution: Circumstances and procedures for dissolving the club
16. Governing Law: Specification of Indonesian law as governing law and jurisdiction
17. Dispute Resolution: Procedures for resolving disputes between members
1. Investment Manager Appointment: Terms for appointing and working with external investment managers, used when the club decides to engage professional management
2. Foreign Investment Provisions: Additional provisions required when the club includes foreign members or investments
3. Digital Asset Investments: Specific provisions for cryptocurrency and digital asset investments, if applicable
4. Sub-Committees: Structure and governance of specialized committees, used in larger investment clubs
5. Insurance: Provisions regarding club insurance policies, used when the club decides to maintain insurance coverage
6. Confidentiality: Detailed confidentiality obligations, particularly important for clubs with sensitive investment strategies
7. Anti-Money Laundering Compliance: Specific provisions for AML compliance, particularly important for larger clubs or those with institutional members
1. Schedule A - Member Registry: List of current members with their respective capital contributions and ownership percentages
2. Schedule B - Investment Policy Guidelines: Detailed investment criteria, asset allocation targets, and risk management parameters
3. Schedule C - Management Procedures: Detailed procedures for day-to-day management and decision-making
4. Schedule D - Valuation Methods: Specific methodologies for valuing different types of investments
5. Schedule E - Fee Structure: Details of any management fees, administrative costs, and expense allocation
6. Appendix 1 - Member Application Form: Standard form for new member applications
7. Appendix 2 - Investment Proposal Template: Standard format for presenting investment opportunities
8. Appendix 3 - Withdrawal Notice Form: Standard form for member withdrawal notifications
Authors
Financial Services
Investment Management
Private Equity
Venture Capital
Asset Management
Real Estate Investment
Securities Trading
Wealth Management
Professional Services
Technology Investment
Retail Investment
Legal
Compliance
Investment Management
Risk Management
Treasury
Operations
Administration
Finance
Due Diligence
Portfolio Management
Corporate Governance
Investment Manager
Legal Counsel
Compliance Officer
Financial Advisor
Club Administrator
Treasury Manager
Risk Manager
Portfolio Manager
Club Secretary
Investment Committee Member
Due Diligence Officer
Financial Controller
Managing Partner
Investment Director
Chief Investment Officer
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