The Investment Club Partnership Agreement is essential when individuals wish to pool their resources for collective investment purposes while maintaining compliance with U.S. securities and partnership laws. This document is particularly important as it defines the operational framework, establishes clear guidelines for decision-making, and protects members' interests while ensuring regulatory compliance. The agreement typically addresses capital contributions, profit distribution, membership changes, investment policies, and dissolution procedures. It's crucial for maintaining transparency and preventing potential disputes among members while providing a structure that can adapt to changing circumstances and membership.
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1. Parties: Identification of all founding partners and their contact information
2. Background: Purpose of forming the investment club and general objectives
3. Definitions: Key terms used throughout the agreement
4. Partnership Formation: Establishment of partnership and its basic structure
5. Capital Contributions: Initial and ongoing contribution requirements
6. Management Structure: Roles, responsibilities, and decision-making processes
7. Investment Policy: Investment objectives, strategies, and limitations
8. Profit and Loss Allocation: Method for distributing gains and losses
9. Membership Changes: Procedures for admission and withdrawal of members
10. Dissolution: Process for terminating the partnership
1. Tax Elections: Specific tax treatment choices for the partnership and its members
2. Insurance: Coverage requirements and insurance obligations for the partnership
3. Alternative Dispute Resolution: Mediation or arbitration procedures for resolving partnership disputes
1. Schedule A - Initial Partners: List of founding partners and their initial capital contributions
2. Schedule B - Investment Guidelines: Detailed investment criteria and restrictions
3. Schedule C - Valuation Methods: Procedures for valuing partnership assets
4. Appendix A - Operating Procedures: Detailed procedures for meetings, voting, and record-keeping
5. Appendix B - Tax Matters: Detailed tax procedures and elections
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