The Investment Contract serves as a fundamental legal instrument for structuring investment transactions in New Zealand. It is primarily used when an investor (individual or entity) commits capital to a business or project in exchange for equity, debt securities, or other financial instruments. The document must comply with New Zealand's regulatory framework, particularly the Financial Markets Conduct Act 2013, and includes crucial elements such as investment terms, governance rights, investor protections, and exit mechanisms. This contract type is essential for both domestic and foreign investments in New Zealand, requiring careful consideration of overseas investment regulations when foreign investors are involved. The document typically incorporates jurisdiction-specific requirements while maintaining flexibility to accommodate various investment structures and sector-specific considerations.
Your data doesn't train Genie's AI
You keep IP ownership of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
Let Genie AI's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
1. Parties: Identification of all parties to the investment contract, including full legal names and addresses
2. Background: Context of the investment opportunity and purpose of the agreement
3. Definitions: Detailed definitions of key terms used throughout the agreement
4. Investment Terms: Specific details of the investment including amount, type of security or interest being acquired
5. Payment Terms: Details of how and when the investment amount will be paid
6. Representations and Warranties: Statements of fact and promises made by each party regarding their capacity, authority, and circumstances
7. Rights and Obligations: Detailed description of each party's rights and responsibilities under the agreement
8. Governance Rights: Investor's voting rights and participation in management decisions
9. Information Rights: Investor's rights to receive financial and operational information
10. Transfer Restrictions: Limitations on the transfer of investment interests
11. Exit Provisions: Mechanisms for investor exit including tag-along and drag-along rights
12. Confidentiality: Obligations regarding confidential information
13. Dispute Resolution: Procedures for resolving disputes between parties
14. General Provisions: Standard contractual provisions including governing law, notices, and amendments
1. Pre-emptive Rights: Right of first refusal on future share issues - include for minority shareholders in private companies
2. Tag-Along Rights: Right to join in sale of majority stake - important for minority investor protection
3. Board Appointment Rights: Rights to appoint directors - include for significant investments
4. Anti-dilution Protection: Protection against dilution from future capital raises - important for venture capital investments
5. Dividend Rights: Special provisions regarding dividend payments - include for preference shares
6. Conversion Rights: Rights to convert securities - include for convertible instruments
7. Restrictive Covenants: Restrictions on company activities - include for significant investments
8. Co-Sale Rights: Rights to participate in future sales - important for minority shareholders
1. Investment Details: Detailed breakdown of investment amount, valuation, and securities issued
2. Shareholders Agreement: Terms governing relationship between shareholders if applicable
3. Company Information: Key company information including corporate structure and financial statements
4. Disclosure Schedule: Detailed disclosures relating to representations and warranties
5. Required Consents: List of required regulatory and third-party consents
6. Key Performance Indicators: Specific performance metrics relevant to the investment
7. Compliance Certificates: Required regulatory and compliance certifications
8. Form of Share Certificate: Template for share certificates if physical certificates are to be issued
Authors
Relevant legal definitions
Clauses
Relevant Industries
Financial Services
Technology
Real Estate
Infrastructure
Healthcare
Agriculture
Manufacturing
Renewable Energy
Mining
Retail
Education
Professional Services
Tourism
Transport and Logistics
Relevant Teams
Legal
Finance
Compliance
Risk Management
Corporate Development
Investment
Board of Directors
Executive Leadership
Company Secretariat
Treasury
Relevant Roles
Chief Executive Officer
Chief Financial Officer
Investment Manager
Legal Counsel
Corporate Lawyer
Investment Analyst
Finance Director
Company Secretary
Compliance Officer
Risk Manager
Business Development Manager
Portfolio Manager
Investment Director
Managing Director
Board Director
Find the exact document you need
Videography Contract
A New Zealand-compliant contract governing professional videography services, outlining service terms, deliverables, and legal obligations between videographers and clients.
find out more
Warrant Agreement
A New Zealand-governed agreement establishing terms for the purchase of securities at a predetermined price and time period, compliant with local financial markets legislation.
find out more
Triple Net Lease Agreement
A New Zealand-compliant commercial lease agreement where tenant pays all property operating expenses including taxes, insurance, and maintenance in addition to base rent.
find out more
Surety Agreement
A New Zealand law-governed agreement where a guarantor assumes responsibility for another party's obligations or debts to a creditor.
find out more
Subscription Agreement
New Zealand-governed agreement establishing terms and conditions for subscription-based services, detailing service delivery, payment terms, and mutual obligations.
find out more
Sub Tenancy Agreement
A legal agreement under New Zealand law that enables a tenant to rent out all or part of their rental property to a subtenant, establishing rights and obligations for all parties involved.
find out more
Short Term Contract
New Zealand-compliant contract template for fixed-term employment or temporary service arrangements, incorporating all essential elements required under NZ employment law.
find out more
Scheduling Agreement
A New Zealand-governed agreement that establishes terms and conditions for scheduled services or deliveries between parties, including timing, performance requirements, and operational procedures.
find out more
Production Contract
A New Zealand-law governed agreement setting out terms and conditions for production of goods or content, including specifications, quality standards, and delivery requirements.
find out more
Probationary Contract
A New Zealand-compliant employment agreement establishing a probationary period for new employees, outlining terms, conditions, and evaluation criteria.
find out more
Private Road Maintenance Agreement
A New Zealand-compliant agreement establishing maintenance responsibilities and cost-sharing arrangements for shared private roads.
find out more
Purchase Proposal
A formal New Zealand business document outlining proposed terms and conditions for purchasing assets, businesses, or properties under NZ law.
find out more
One Year Contract
A one-year contract template compliant with New Zealand law, designed for fixed-term business relationships.
find out more
Novation Agreement
A New Zealand law-governed agreement that transfers contractual rights and obligations from one party to another with the consent of all involved parties.
find out more
Material Contract
A New Zealand law-governed agreement setting out terms and conditions for the supply of materials, including specifications, quality standards, and commercial terms.
find out more
Installment Contract
A New Zealand-compliant agreement for the purchase of goods or services through scheduled installment payments.
find out more
Labor Contract
A New Zealand-compliant employment agreement establishing terms and conditions between employer and employee under NZ employment law.
find out more
Lease Deed
A New Zealand lease deed establishing formal property rental terms between lessor and lessee under NZ property law.
find out more
Informal Contract
A simplified contract template compliant with New Zealand law, designed for basic commercial and service agreements.
find out more
Individual Contract
New Zealand-compliant individual employment agreement establishing terms and conditions between employer and employee.
find out more
Franchise Agreement
A New Zealand-governed agreement establishing the rights and obligations between a franchisor and franchisee for operating a franchised business.
find out more
Form For Independent Contractor
A New Zealand-compliant agreement establishing terms and conditions for engaging independent contractors, defining services, payments, and maintaining contractor status.
find out more
Encroachment Agreement
A New Zealand law-governed agreement that establishes rights and obligations between property owners regarding structural or physical encroachment on neighboring property.
find out more
Executive Contract
A New Zealand-compliant employment agreement for executive-level appointments, establishing comprehensive terms and conditions for senior management roles.
find out more
Deed Of Lease
A formal legal document under New Zealand law establishing the terms and conditions between a landlord and tenant for the lease of property, executed as a deed.
find out more
Contingency Contract
A New Zealand-governed agreement that establishes conditions for payment or performance based on specific triggering events or outcomes.
find out more
Contractor Form
A New Zealand-compliant agreement establishing terms and conditions for engaging independent contractors, including service scope, payment terms, and legal obligations.
find out more
Consent Agreement
A New Zealand-compliant agreement establishing explicit consent for data handling and specific rights between parties under NZ privacy laws.
find out more
Common Agreement
A standardized legal agreement template for business relationships under New Zealand law, suitable for various commercial transactions.
find out more
Business To Business Contract
A New Zealand-governed business-to-business contract template for establishing commercial relationships between organizations.
find out more
Barter Agreement
A New Zealand-compliant agreement facilitating the direct exchange of goods and/or services between parties without monetary payment.
find out more
Agreement To Lease
A New Zealand-compliant preliminary agreement that establishes the terms and conditions for a future lease between landlord and tenant.
find out more
Master Contract
A New Zealand-law governed framework agreement establishing core terms for ongoing business relationships and future transactions.
find out more
Land Lease Agreement Form
A New Zealand-compliant legal agreement establishing terms and conditions for land lease arrangements between landlord and tenant.
find out more
Basic Ordering Agreement
A New Zealand-governed framework agreement establishing terms and conditions for future orders between parties, streamlining recurring procurement processes.
find out more
Franchise Agreement Draft
A New Zealand-governed agreement establishing the rights and obligations between a franchisor and franchisee for operating a franchised business.
find out more
Engagement Contract
A New Zealand-governed contract establishing an independent contractor relationship between a principal and contractor, defining services, terms, and obligations.
find out more
Contract Agreement Form
A standard contract agreement template compliant with New Zealand law, establishing terms and conditions for business relationships.
find out more
Cross Purchase Buy Sell Agreement
A New Zealand-governed agreement establishing terms and procedures for business owners to purchase each other's interests upon specified trigger events.
find out more
Written Agreement
A formal Written Agreement under New Zealand law that establishes legal rights and obligations between parties, ensuring clear terms and enforceable commitments.
find out more
ұԾ’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ұԾ’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)