The Investment Framework Agreement is a foundational document used to establish long-term investment relationships between parties operating under Hong Kong law. It is particularly relevant for institutional investors, fund managers, and corporate entities seeking to establish a structured approach to multiple investments over time. The document typically includes comprehensive provisions covering investment criteria, governance structures, funding mechanisms, and regulatory compliance requirements specific to Hong Kong's legal and regulatory environment. It serves as a master agreement that can accommodate various investment types and structures, while ensuring compliance with Hong Kong securities regulations, corporate laws, and financial services requirements. The agreement is especially valuable for cross-border investments involving Hong Kong entities or investments flowing through Hong Kong's financial system.
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1. Parties: Identification of all parties to the agreement, including their legal status and registered addresses
2. Background: Context of the investment framework, including the purpose and scope of the intended investment relationship
3. Definitions and Interpretation: Definitions of key terms and interpretation rules for the agreement
4. Investment Structure: Overview of the investment framework, including investment types, mechanisms, and general parameters
5. Investment Process: Procedures for making investments, including approval processes and documentation requirements
6. Representations and Warranties: Standard and specific representations and warranties from all parties
7. Investment Criteria: Specific criteria and requirements for investments under the framework
8. Due Diligence: Requirements and processes for conducting due diligence on investments
9. Funding and Capital Commitments: Terms relating to funding obligations, drawdown mechanisms, and capital commitment details
10. Management and Control: Governance structure and decision-making processes for the investment framework
11. Fees and Expenses: All fees, costs, and expense allocation between parties
12. Confidentiality: Obligations regarding confidential information and its handling
13. Term and Termination: Duration of the agreement and circumstances for termination
14. Governing Law and Jurisdiction: Specification of Hong Kong law as governing law and jurisdiction details
15. General Provisions: Standard boilerplate clauses including notices, amendments, and assignment
1. Co-Investment Rights: Terms governing co-investment opportunities, used when parties may invest alongside each other
2. Tag-Along and Drag-Along Rights: Exit-related rights, included when relevant to the investment structure
3. Anti-Dilution Protection: Provisions protecting against dilution, used in cases involving multiple investment rounds
4. Environmental, Social and Governance (ESG): ESG requirements and reporting, included when ESG is a focus of the investment strategy
5. FCPA and Anti-Corruption: Specific anti-corruption provisions, needed for cross-border investments or when dealing with public entities
6. Investment Committee: Structure and powers of an investment committee, used in more complex investment frameworks
7. Key Person Provisions: Terms relating to key personnel, included when success depends on specific individuals
8. Regulatory Compliance: Specific regulatory compliance requirements, included for regulated industries or investors
1. Investment Guidelines: Detailed investment criteria, restrictions, and guidelines
2. Form of Investment Notice: Template for formal investment notices under the framework
3. Due Diligence Requirements: Detailed checklist and requirements for due diligence processes
4. Fee Schedule: Detailed breakdown of all fees, calculations, and payment terms
5. Reporting Requirements: Ƶ and requirements for regular reporting
6. KYC Requirements: Required know-your-customer documentation and processes
7. Authorized Signatories: List of authorized signatories for each party and their signing authorities
8. Excluded Investments: List of prohibited investments or excluded sectors/jurisdictions
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