The Investment Partnership Agreement serves as a foundational document for parties seeking to pool resources and expertise for investment purposes in South Africa. This agreement is essential when two or more parties wish to formalize their investment relationship while maintaining the flexibility and tax advantages of a partnership structure. It addresses key aspects such as capital commitments, investment strategy, profit sharing, management control, and exit provisions, while ensuring compliance with South African legal requirements including the Companies Act, Financial Advisory and Intermediary Services (FAIS) Act, and B-BBEE legislation where applicable. The document is particularly valuable for private equity arrangements, joint ventures, and investment consortiums, providing a clear framework for both domestic and international investment partnerships while protecting the interests of all parties involved.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Your data doesn't train Genie's AI
You keep IP ownership of your docs
1. Parties: Identification and details of all partners, including registration numbers for corporate entities
2. Background: Context of the partnership formation and investment objectives
3. Definitions and Interpretation: Definitions of key terms and interpretation rules for the agreement
4. Partnership Establishment: Formation of partnership, effective date, and partnership name
5. Purpose and Scope: Detailed description of partnership business and investment objectives
6. Capital Contributions: Initial and subsequent capital contributions, valuation methods, and timing
7. Profit and Loss Sharing: Distribution of profits, allocation of losses, and distribution priorities
8. Management and Control: Management structure, decision-making processes, and voting rights
9. Partner Rights and Obligations: Detailed responsibilities, duties, and rights of all partners
10. Investment Parameters: Investment criteria, restrictions, and decision-making process
11. Banking and Financial Matters: Banking arrangements, accounting practices, and financial reporting
12. Transfer of Interest: Rules for transferring partnership interests and admission of new partners
13. Duration and Termination: Partnership term, exit provisions, and termination procedures
14. Confidentiality: Protection of partnership and investment information
15. Dispute Resolution: Procedures for resolving disputes between partners
16. General Provisions: Standard clauses including notices, amendments, and governing law
1. BEE Compliance: Required when partnership needs to comply with B-BBEE requirements
2. Exchange Control: Necessary when foreign partners or cross-border investments are involved
3. Investment Committee: When a formal committee structure is needed for investment decisions
4. Key Person Provisions: When success depends on specific individuals remaining involved
5. Co-Investment Rights: When partners may have rights to participate in future investments
6. Tag-Along and Drag-Along Rights: For partnerships with potential exit through sale
7. Environmental, Social and Governance (ESG): When ESG considerations are material to investment strategy
8. Anti-Money Laundering Compliance: Required for partnerships involving financial services or significant capital flows
1. Schedule 1: Partner Details: Detailed information about each partner including contact details and representatives
2. Schedule 2: Initial Capital Contributions: Itemized list of initial capital contributions and valuations
3. Schedule 3: Investment Policy: Detailed investment criteria, restrictions, and guidelines
4. Schedule 4: Management Procedures: Detailed procedures for partnership management and decision-making
5. Schedule 5: Valuation Methodology: Methods for valuing partnership assets and interests
6. Schedule 6: Distribution Waterfall: Detailed structure of profit distribution and priority of payments
7. Appendix A: Partner Resolutions: Corporate resolutions authorizing partnership participation
8. Appendix B: Compliance Certificates: Relevant regulatory and compliance certificates
9. Appendix C: Due Diligence Requirements: Standard due diligence requirements for investments
Find the exact document you need
Investment Contract For Small Business
A South African law-governed agreement facilitating investment in small businesses, defining investment terms and regulatory compliance requirements.
Download
Treasury Repurchase Agreement
A South African law-governed agreement for securities repurchase transactions between financial institutions, establishing terms for sale and repurchase of securities with associated collateral arrangements.
Download
Term Sheet For Share Purchase Agreement
A preliminary agreement under South African law outlining key terms and conditions for a proposed share purchase transaction, serving as the foundation for the final Share Purchase Agreement.
Download
Investment Protection Agreement
A South African law-governed agreement establishing investment protection framework and investor rights, ensuring compliance with local investment protection legislation and regulatory requirements.
Download
Bilateral Investment Agreement
A South African law-governed agreement establishing investment terms and protections between two parties, typically involving foreign investment into South African entities or projects.
Download
Shareholders Agreement And Share Subscription Agreement
South African combined Shareholders and Share Subscription Agreement governing new investments and ongoing shareholder relationships.
Download
Redeemable Preference Share Agreement
South African law-governed agreement establishing terms for redeemable preference shares, including dividend rights and redemption mechanisms.
Download
Purchase Of Shares Agreement
A South African law-governed agreement documenting the terms and conditions for the sale and purchase of shares in a company.
Download
Memorandum Of Agreement For Investment
A South African law-governed agreement establishing terms and conditions for investment arrangements, including regulatory compliance and investor protections.
Download
Letter Of Investment Agreement
A formal document governed by South African law that establishes the terms and conditions of an investment transaction between investors and recipients.
Download
Deed Of Sale Of Shares Of Stock
A South African legal document that facilitates and formalizes the transfer of company shares between parties, ensuring compliance with local company law and regulations.
Download
Business Investment Contract
A South African law-governed agreement establishing terms and conditions for business investment, including investment structure, shareholder rights, and regulatory compliance.
Download
Stock Share Agreement
A South African law-governed agreement detailing the terms and conditions for the sale and transfer of company shares between parties.
Download
Return On Investment Contract
A South African law-governed agreement establishing investment terms, returns calculation, and payment conditions between investors and investment recipients.
Download
Preference Share Agreement
A South African law-governed agreement establishing the terms and conditions for preference shares, including rights, privileges, and obligations of the issuing company and shareholders.
Download
Non Discretionary Investment Advisory Agreement
A South African law-governed agreement for non-discretionary investment advisory services, compliant with FAIS Act requirements.
Download
Loss Share Agreement
A South African law-governed agreement establishing terms for sharing losses between financial institutions on specified assets or portfolios.
Download
Investment Mandate Agreement
A South African law-governed agreement establishing an investment management relationship between an investment manager and client, compliant with FAIS Act requirements.
Download
Discretionary Investment Advisory Agreement
A South African law-governed agreement establishing terms for discretionary investment management services between a licensed financial advisor and client, compliant with FAIS Act requirements.
Download
Agreement For Transfer Of Shares
A South African law-governed agreement that documents and formalizes the transfer of shares between a seller and purchaser, ensuring legal compliance and protecting both parties' interests.
Download
Agreement For Sale Of Shares
A South African law-governed agreement documenting the terms and conditions for the sale and transfer of shares between parties, ensuring legal compliance and protection of both seller and purchaser interests.
Download
Letter Of Intent To Purchase Stock
A preliminary document under South African law expressing intent to purchase company shares, outlining key terms and conditions of the proposed transaction.
Download
Event Investment Contract
A South African law-governed agreement establishing terms for event investment, including financial commitments, operational requirements, and regulatory compliance.
Download
Artist Investment Agreement
A South African law-governed agreement establishing terms for investment in an artist's career, including funding, revenue sharing, and mutual obligations.
Download
Phantom Stock Option Agreement
A South African law-governed agreement establishing phantom stock options as employee compensation, providing synthetic equity benefits without actual share transfer.
Download
Restaurant Investment Agreement
A South African law-governed agreement establishing terms for restaurant business investment, including operational, regulatory, and financial provisions.
Download
Real Estate Investment Partnership Agreement
A South African law-governed agreement establishing a partnership structure for real estate investment, defining terms for resource pooling, management, and profit sharing.
Download
Debt Investment Agreement
A South African law-governed agreement establishing terms for debt investment, including loan terms, security arrangements, and party obligations.
Download
Cornerstone Investment Agreement
A South African law-governed agreement establishing terms for a cornerstone investment in a company, including investment structure, subscription terms, and investor rights.
Download
Bond Repurchase Agreement
A South African law-governed agreement establishing terms for securities sale and repurchase transactions, compliant with local financial markets legislation.
Download
Property Investment Contract
A South African law-governed agreement establishing terms and conditions for property investment transactions, including investment structure, rights, and obligations of all parties.
Download
Partnership Agreement On Investment And Financial Cooperation
A South African law-governed agreement establishing partnership terms for investment and financial cooperation, including capital commitments, management rights, and profit-sharing arrangements.
Download
Investment Club Partnership Agreement
A South African law-governed agreement establishing an investment club partnership, detailing partner relationships, investment terms, and operational procedures.
Download
Mezzanine Debt Term Sheet
South African law-governed term sheet outlining key terms for mezzanine debt financing, combining debt and equity characteristics for flexible capital solutions.
Download
Investment Trust Agreement
A South African law-governed agreement establishing and regulating an investment trust, defining its structure, governance, and investment parameters.
Download
Investment Agency Agreement
A South African law-governed agreement establishing the terms for investment agency services, compliant with FAIS Act and financial regulations.
Download
Friends And Family Investment Agreement
South African legal agreement formalizing investment arrangements between friends and family members, outlining terms, conditions, and protections for all parties involved.
Download
Profit Sharing Agreement For Investors
A South African law-governed agreement establishing profit sharing arrangements between investors and a business entity, including investment terms, distribution mechanisms, and regulatory compliance requirements.
Download
Stock Subscription Agreement
A South African law-governed agreement detailing terms and conditions for new share subscription in a company, including share details, price, and parties' rights and obligations.
Download
Letter Of Intent For Purchase Of Commercial Property
A preliminary document under South African law expressing intent to purchase commercial property and outlining key terms for negotiation.
Download
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)