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Investment Framework Agreement

Investment Framework Agreement Template for Australia

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Key Requirements PROMPT example:

Investment Framework Agreement

"I need an Investment Framework Agreement for a Australian private equity firm investing in technology startups, with specific provisions for foreign investment approval requirements and ESG compliance, to be effective from March 2025."

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Document background
The Investment Framework Agreement serves as the foundational document for establishing and governing investment relationships in the Australian market. It is typically used when parties seek to create a structured approach to investment activities, whether for single or multiple investment opportunities. The agreement encompasses key aspects such as investment criteria, governance structures, regulatory compliance, and risk management protocols, all tailored to meet Australian legal and regulatory requirements. This document is particularly crucial for ensuring compliance with Australian financial services laws while providing flexibility for various investment structures and strategies. The Investment Framework Agreement is designed to accommodate both domestic and international investment activities, incorporating necessary provisions for foreign investment reviews where applicable, and establishing clear protocols for investment decision-making and ongoing management.
Suggested Sections

1. Parties: Identifies and provides details of all parties to the agreement

2. Background: Sets out the context, purpose, and objectives of the investment framework

3. Definitions and Interpretation: Defines key terms and establishes interpretation principles

4. Investment Scope and Objectives: Outlines the scope of investments covered and investment objectives

5. Investment Criteria: Specifies the criteria for eligible investments and investment restrictions

6. Investment Process: Details the process for proposing, evaluating, and approving investments

7. Governance Structure: Establishes the governance framework and decision-making processes

8. Funding and Capital Commitments: Sets out funding arrangements and capital commitment obligations

9. Management and Administration: Describes management responsibilities and administrative procedures

10. Regulatory Compliance: Addresses compliance with applicable laws and regulations

11. Reporting and Disclosure: Specifies reporting requirements and disclosure obligations

12. Risk Management: Outlines risk management policies and procedures

13. Representations and Warranties: Contains standard and specific representations and warranties

14. Term and Termination: Sets out duration, renewal, and termination provisions

15. General Provisions: Includes standard legal and administrative provisions

Optional Sections

1. Co-Investment Rights: Used when parties may have rights to co-invest in opportunities

2. Foreign Investment Provisions: Required when foreign investment regulations apply

3. ESG Requirements: Used when environmental, social, and governance criteria are specific requirements

4. Investment Committee: When a separate investment committee structure is needed

5. Key Person Provisions: When specific individuals are critical to the investment framework

6. Conflicts of Interest: Detailed provisions when complex relationship structures exist

7. Distribution Policy: When specific distribution arrangements need to be documented

8. Tag-Along and Drag-Along Rights: When exit rights need to be specifically addressed

9. Advisory Board: When an advisory board structure is implemented

10. Alternative Dispute Resolution: When specific dispute resolution mechanisms are required

Suggested Schedules

1. Investment Policy: Detailed investment guidelines and restrictions

2. Fee Structure: Detailed breakdown of fees and expenses

3. Subscription Agreement Template: Standard form for investment subscriptions

4. Due Diligence Requirements: Checklist and procedures for investment due diligence

5. Reporting Templates: Standard forms for regular reporting

6. Compliance Procedures: Detailed compliance policies and procedures

7. Valuation Policy: Methodology for investment valuation

8. Contact Details: Key contact information for all parties

9. Power of Attorney: Standard form of power of attorney if required

10. Deed of Adherence: Template for admitting new parties to the agreement

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions







































































Clauses














































Relevant Industries

Financial Services

Investment Management

Private Equity

Venture Capital

Infrastructure

Real Estate

Asset Management

Wealth Management

Corporate Finance

Alternative Investments

Relevant Teams

Legal

Compliance

Investment

Risk Management

Operations

Finance

Corporate Development

Due Diligence

Portfolio Management

Investment Committee

Board of Directors

Corporate Governance

Regulatory Affairs

Relevant Roles

Chief Investment Officer

Investment Director

Legal Counsel

Compliance Officer

Risk Manager

Portfolio Manager

Investment Analyst

Fund Manager

General Counsel

Chief Financial Officer

Investment Operations Manager

Due Diligence Manager

Corporate Development Director

Investment Committee Member

Board Director

Industries










Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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