The Investment Club Partnership Agreement is essential for groups of individuals in Canada who wish to pool their financial resources for collective investment purposes. This document is typically used when forming a new investment club or formalizing an existing informal investment group, providing a legal framework that complies with Canadian federal and provincial regulations. The agreement includes crucial elements such as capital contribution requirements, profit-sharing arrangements, investment policies, governance structures, and member entry/exit procedures. It's designed to operate within Canadian securities laws' exemptions for small investment groups while ensuring proper partnership taxation treatment under federal tax laws. The document serves as the founding charter for the investment club, establishing rights, responsibilities, and operational procedures that help prevent future disputes and ensure smooth club operations.
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1. Parties: Identifies all founding partners/members of the investment club
2. Background: States the purpose of forming the investment club and partners' intention to pool resources for investment
3. Definitions: Defines key terms used throughout the agreement
4. Formation and Name: Establishes the partnership's name and confirms its formation under applicable laws
5. Purpose and Investment Objectives: Details the club's investment goals, strategies, and permitted investment types
6. Capital Contributions: Specifies initial and ongoing contribution requirements and procedures
7. Partnership Units and Ownership: Defines how ownership is tracked and valued
8. Management and Voting: Outlines governance structure, voting rights, and decision-making processes
9. Meetings: Establishes requirements for regular and special meetings
10. Financial Administration: Details handling of accounts, investments, and record-keeping
11. Profit and Loss Allocation: Specifies how gains, losses, and expenses are shared
12. Withdrawal and Termination: Sets procedures for partner exits and partnership dissolution
13. Term and Termination: Defines partnership duration and conditions for termination
14. Dispute Resolution: Establishes procedures for resolving conflicts between partners
15. General Provisions: Includes standard legal clauses such as governing law, amendments, and notices
1. Investment Committee: Establishes a committee structure for making investment decisions, used in larger clubs
2. Officer Positions: Defines specific roles like treasurer or secretary, needed for more formally organized clubs
3. Online Operations: Procedures for virtual meetings and electronic voting, for clubs operating primarily online
4. Tax Matters Partner: Designates a partner responsible for tax filings, needed for larger clubs
5. Insurance: Requirements for maintaining insurance coverage, if desired by partners
6. Borrowing Powers: Procedures for taking on debt, if the club plans to use leverage
7. Confidentiality: Detailed confidentiality obligations, for clubs with sensitive investment strategies
8. Non-Competition: Restrictions on parallel investment activities, if partners want exclusivity
1. Schedule A - Member Register: List of all members with contact information and initial capital contributions
2. Schedule B - Investment Policy Statement: Detailed investment objectives, strategies, and restrictions
3. Schedule C - Valuation Methods: Specific procedures for valuing partnership units and investments
4. Schedule D - Administrative Procedures: Detailed procedures for meetings, voting, and record-keeping
5. Schedule E - Fee Structure: Details of any administrative fees or expense allocations
6. Appendix 1 - Subscription Agreement: Standard form for new members joining the club
7. Appendix 2 - Withdrawal Notice: Standard form for members to submit withdrawal requests
Relevant legal definitions
Clauses
Relevant Industries
Financial Services
Investment Management
Wealth Management
Private Equity
Securities Trading
Asset Management
Personal Finance
Alternative Investments
Relevant Teams
Legal
Compliance
Investment Management
Risk Management
Tax Advisory
Wealth Management
Portfolio Administration
Financial Control
Corporate Governance
Relevant Roles
Investment Manager
Financial Advisor
Legal Counsel
Compliance Officer
Tax Advisor
Portfolio Manager
Wealth Manager
Partnership Administrator
Investment Club President
Club Treasurer
Securities Lawyer
Financial Controller
Risk Manager
Investment Analyst
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