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Partnership Agreement On Investment And Financial Cooperation Template for Switzerland

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Key Requirements PROMPT example:

Partnership Agreement On Investment And Financial Cooperation

"I need a Partnership Agreement On Investment And Financial Cooperation for a venture capital partnership launching in March 2025, with three managing partners contributing CHF 5 million each, focusing on Swiss technology startups, and including specific provisions for staged capital calls and co-investment rights."

Document background
The Partnership Agreement On Investment And Financial Cooperation is a specialized legal instrument used when two or more parties wish to establish a formal investment partnership under Swiss law. This document is particularly relevant in Switzerland's sophisticated financial services environment, where it serves as the foundational agreement for investment partnerships, joint ventures, and financial cooperation arrangements. It is commonly used by investment firms, financial institutions, and private investors seeking to pool resources and expertise for investment purposes. The agreement comprehensively addresses capital contributions, investment strategies, profit sharing, governance structures, and regulatory compliance requirements under Swiss financial regulations. It is designed to provide clarity and legal certainty while maintaining flexibility for various investment scenarios and partnership structures.
Suggested Sections

1. Parties: Identification and details of all partnership parties

2. Background: Context of the partnership formation and intended purpose

3. Definitions and Interpretation: Key terms used throughout the agreement and rules of interpretation

4. Partnership Formation and Purpose: Legal establishment of the partnership and its primary objectives

5. Capital Contributions: Initial and subsequent capital contributions, valuation methods, and timing

6. Investment Strategy and Objectives: Agreed investment focus, criteria, and strategic objectives

7. Partnership Interests: allocation of ownership interests and partnership units

8. Management and Control: Governance structure, decision-making processes, and partner responsibilities

9. Investment Decision Process: Procedures for evaluating, approving, and executing investments

10. Profit and Loss Allocation: Distribution of profits, handling of losses, and calculation methods

11. Financial Reporting and Accounts: Accounting standards, reporting requirements, and financial controls

12. Partner Rights and Obligations: Detailed rights and duties of all partners

13. Transfer Restrictions: Limitations on transfer of partnership interests and right of first refusal

14. Term and Termination: Duration of partnership and conditions for termination

15. Confidentiality: Protection of partnership and investment information

16. Notices: Communication procedures between partners

17. Governing Law and Jurisdiction: Application of Swiss law and dispute resolution mechanisms

Optional Sections

1. International Operations: Required when partnership operates across multiple jurisdictions

2. Investment Vehicles: Needed when specific investment vehicles or structures are used

3. Key Person Provisions: Important when success depends on specific individuals

4. Co-Investment Rights: When partners have rights to participate in specific investments

5. Environmental, Social and Governance (ESG): When partnership has specific ESG commitments

6. Digital Asset Provisions: Required when dealing with cryptocurrencies or digital assets

7. Regulatory Compliance: Detailed compliance procedures for regulated activities

8. Exit Strategy: Specific provisions for partnership exit or IPO scenarios

Suggested Schedules

1. Schedule 1: Capital Contributions: Detailed breakdown of partner contributions and valuations

2. Schedule 2: Investment Policy: Detailed investment criteria, restrictions, and guidelines

3. Schedule 3: Management Structure: Organizational chart and management responsibilities

4. Schedule 4: Fee Structure: Detailed breakdown of management fees and carried interest

5. Schedule 5: Valuation Methodology: Agreed methods for valuing investments and partnership interests

6. Schedule 6: Reporting Templates: Standard formats for financial and investment reporting

7. Appendix A: KYC Requirements: Required documentation for partner verification

8. Appendix B: Compliance Procedures: Detailed compliance and risk management procedures

9. Appendix C: Power of Attorney: Standard form for delegation of authority

Authors

Alex Denne

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

Relevant legal definitions
































































Clauses


















































Relevant Industries

Financial Services

Investment Management

Private Equity

Venture Capital

Asset Management

Wealth Management

Banking

Corporate Finance

Real Estate Investment

Infrastructure Investment

Technology Investment

Healthcare Investment

Relevant Teams

Legal

Compliance

Investment Management

Risk Management

Finance

Corporate Development

Operations

Due Diligence

Portfolio Management

Investment Analysis

Fund Administration

Relevant Roles

Chief Investment Officer

Managing Partner

Investment Director

Chief Financial Officer

Legal Counsel

Compliance Officer

Investment Manager

Portfolio Manager

Private Equity Partner

Asset Manager

Risk Manager

Investment Analyst

Partnership Director

Financial Controller

Fund Manager

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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