The Investment Owners Contract is essential when multiple parties come together to make joint investments under English and Welsh law. It provides the legal foundation for the investment relationship, defining each party's rights, responsibilities, and economic interests. This contract type is particularly crucial in regulated investment environments, ensuring compliance with UK financial services legislation while protecting investors' interests. It typically includes detailed provisions on capital calls, distribution waterfalls, transfer restrictions, and governance mechanisms, making it suitable for various investment structures from simple partnerships to complex fund arrangements.
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1. Parties: Identification and details of all contracting parties
2. Background: Context of the investment arrangement and purpose of the agreement
3. Definitions: Key terms used throughout the agreement
4. Investment Structure: Details of the investment vehicle and ownership structure
5. Capital Contributions: Terms regarding initial and subsequent capital contributions
6. Profit Distribution: Rules for distributing returns and profits
7. Management Rights: Decision-making powers and management structure
8. Transfer Restrictions: Limitations on transfer of ownership interests
9. Term and Termination: Duration of agreement and termination provisions
1. Tag-Along Rights: Rights of minority investors to join in sale of majority stake
2. Drag-Along Rights: Rights of majority to force minority to join in sale
3. Advisory Board: Structure and powers of advisory board
4. Co-Investment Rights: Rights to participate in future investments
1. Schedule 1: Investment Details: Specific details of initial investments and valuations
2. Schedule 2: Members Register: List of all investors and their respective holdings
3. Schedule 3: Management Structure: Detailed governance and management procedures
4. Appendix A: Valuation Methodology: Agreed methods for valuing investments
5. Appendix B: Investment Policy: Guidelines and restrictions on investment activities
6. Appendix C: Fee Structure: Details of management fees and carried interest calculations
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