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Investment Club Partnership Agreement
"I need an Investment Club Partnership Agreement for a real estate investment club based in Qatar with 10 founding members, starting operations in March 2025, that includes Sharia-compliant investment provisions and allows for quarterly member capital contributions."
1. Parties: Identification of all founding members/partners of the investment club
2. Background: Context of the agreement and purpose of establishing the investment club
3. Definitions: Detailed definitions of terms used throughout the agreement
4. Formation and Name: Establishment of the partnership and its official name
5. Purpose and Objectives: Specific goals and investment objectives of the club
6. Term and Duration: Period of partnership and conditions for continuation or termination
7. Capital Contributions: Initial and ongoing capital contribution requirements and procedures
8. Membership: Qualification criteria, admission process, and member categories
9. Management Structure: Governance framework, roles, and responsibilities of managing partners
10. Investment Policy: Investment guidelines, restrictions, and decision-making processes
11. Meetings and Voting: Procedures for conducting meetings and making collective decisions
12. Accounts and Records: Financial reporting, accounting practices, and record-keeping requirements
13. Profit and Loss Distribution: Method of allocating profits and losses among partners
14. Transfer of Interests: Rules regarding transfer of partnership interests and exit procedures
15. Termination and Dissolution: Process for dissolving the partnership and distributing assets
16. Governing Law and Jurisdiction: Application of Qatar law and dispute resolution mechanisms
17. Confidentiality: Protection of club and member confidential information
18. Notices: Communication procedures between partners and the partnership
1. Islamic Finance Compliance: Specific provisions ensuring compliance with Sharia principles, used when the club operates under Islamic finance principles
2. Foreign Investment Provisions: Additional clauses for clubs involving foreign members or international investments
3. Digital Operations: Procedures for online meetings and electronic voting, used when the club operates partially or fully online
4. Professional Management: Terms for engaging external investment managers or advisors, used when professional management is desired
5. Special Purpose Vehicles: Provisions for establishing and managing SPVs, used for specific investment structures
6. Compliance Committee: Structure and role of a dedicated compliance committee, used for larger clubs or those with complex regulatory requirements
1. Schedule 1: Member Register: List of all members with their contact details and contribution amounts
2. Schedule 2: Initial Capital Contributions: Detailed breakdown of each member's initial investment
3. Schedule 3: Investment Policy Guidelines: Detailed investment criteria, asset allocation, and risk management guidelines
4. Schedule 4: Management Procedures: Detailed procedures for day-to-day management and decision-making
5. Schedule 5: Valuation Methods: Specific procedures for valuing investments and partnership interests
6. Schedule 6: Fee Structure: Breakdown of any management fees, operating expenses, and cost allocation
7. Appendix A: Member Subscription Agreement: Standard form for new member applications and subscriptions
8. Appendix B: KYC Requirements: Required documentation for member verification and compliance
9. Appendix C: Conflict Resolution Procedures: Detailed processes for handling disputes between members
Authors
Financial Services
Investment Management
Private Equity
Real Estate
Securities Trading
Venture Capital
Asset Management
Professional Services
Islamic Finance
Family Office Services
Legal
Compliance
Investment Management
Risk Management
Corporate Governance
Finance
Private Banking
Wealth Management
Corporate Services
Administrative Services
Investment Manager
Legal Counsel
Compliance Officer
Financial Advisor
Partnership Administrator
Risk Manager
Portfolio Manager
Managing Partner
Investment Director
Chief Investment Officer
Legal Director
Corporate Secretary
Finance Manager
Wealth Manager
Private Banking Manager
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