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1. Security and Collateral: Optional section for cases where the investment is secured against specific assets

2. Business Involvement Rights: Used when the investor will have any operational involvement or decision-making rights

3. Tax Considerations: Detailed section on tax treatment when significant amounts are involved

4. Insurance Requirements: Include when investment involves physical assets or business operations

5. Additional Investors: Framework for adding other family members or friends as investors

6. Social Media and Public Communications: Guidelines for public discussions about the investment, particularly relevant for family businesses

7. Family Council: Structure for family-based decision making in larger family investments

1. Schedule 1: Investment Details: Detailed breakdown of investment amount, payment schedule, and valuation

2. Schedule 2: Business Plan: Summary of the business plan or investment utilization plan

3. Schedule 3: Return Calculation Method: Detailed methodology for calculating investment returns

4. Schedule 4: Reporting Template: Standard format for regular financial and progress reports

5. Appendix A: KYC Documents: Copies of identity documents and proof of address for all parties

6. Appendix B: Asset Register: List of assets involved in or purchased with the investment

7. Appendix C: Family Members: List of family members who may be involved in future investment decisions