The Investment Framework Agreement is utilized when parties wish to establish a structured approach to making multiple investments over time. This comprehensive agreement, governed by English and Welsh law, sets out the parameters for investment activities, including investment criteria, approval processes, governance structures, and ongoing management responsibilities. It is particularly relevant for institutional investors, fund managers, and investment advisors operating in the UK market, providing a robust legal framework that ensures compliance with UK financial services regulations while maintaining flexibility for specific investment opportunities.
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Key Requirements PROMPT example:
Investment Framework Agreement
"I need an Investment Framework Agreement to establish a £50M investment program between our private equity firm and three institutional investors, with specific provisions for co-investment rights and quarterly reporting requirements, to be implemented by March 2025."
1. Parties: Identification and details of all contracting parties
2. Background: Context and purpose of the investment framework
3. Definitions: Key terms used throughout the agreement
4. Investment Structure: Framework for how investments will be made and structured
5. Investment Process: Procedures for making and approving investments
6. Representations and Warranties: Standard assurances from all parties
7. Governance: Decision-making processes and control mechanisms
8. Term and Termination: Duration and termination provisions
1. Co-Investment Rights: Rights of parties to participate in future investments - include when multiple investors are involved
2. Investment Restrictions: Limitations on investment types or sectors - include when specific investment parameters need to be set
3. Advisory Services: Terms for additional advisory services - include when investment advisory services are part of the arrangement
1. Investment Policy: Detailed investment criteria and guidelines
2. Fee Structure: Details of management fees and carried interest
3. Reporting Requirements: Format and frequency of investment reports
4. Due Diligence Requirements: Standard due diligence procedures
5. Form of Investment Agreement: Template for individual investment documentation
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