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Termination Of Investment Agreement Template for Switzerland

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Key Requirements PROMPT example:

Termination Of Investment Agreement

"I need a Termination of Investment Agreement under Swiss law for a venture capital exit from a technology startup, where our fund needs to divest its 30% stake by March 2025, with specific provisions for intellectual property rights and ongoing confidentiality obligations."

Document background
The Termination of Investment Agreement is a crucial document used when parties wish to formally end their investment relationship under Swiss law. It is particularly relevant when investors and investee companies need to unwind their arrangements, whether due to achievement of investment objectives, strategic realignment, or other business reasons. The document addresses essential elements required under Swiss law, including compliance with the Swiss Code of Obligations and financial market regulations. It typically includes provisions for final settlements, asset transfers, confidentiality obligations, and ongoing commitments. This agreement type is commonly used in various investment scenarios, from venture capital exits to private equity divestments, and ensures a clear and legally sound termination process while minimizing potential future disputes.
Suggested Sections

1. Parties: Identification of all parties to the agreement, including full legal names, addresses, and registration details

2. Background: Context of the original investment agreement, key dates, and reason for termination

3. Definitions: Definitions of key terms used throughout the agreement

4. Termination: Clear statement of termination of the investment agreement and effective date

5. Final Settlement: Details of final financial settlements, including any outstanding payments or adjustments

6. Return of Assets: Process and timeline for returning any invested assets or securities

7. Mutual Release: Mutual release of claims and obligations between the parties

8. Surviving Provisions: Identification of any provisions from the original agreement that will survive termination

9. Confidentiality: Ongoing obligations regarding confidential information

10. Governing Law and Jurisdiction: Confirmation of Swiss law as governing law and jurisdiction for disputes

11. Entire Agreement: Statement that this document represents the entire agreement regarding the termination

12. Execution: Signature blocks and execution requirements

Optional Sections

1. Tax Provisions: Include when there are specific tax implications or arrangements that need to be addressed

2. Regulatory Compliance: Include when specific regulatory requirements need to be addressed, particularly for regulated investments

3. Transition Services: Include when ongoing services are needed for a period after termination

4. Non-Competition: Include when parties wish to maintain non-compete obligations post-termination

5. Public Announcements: Include for high-profile investments or where public disclosure requirements exist

6. Dispute Resolution: Include when parties want to specify detailed dispute resolution procedures beyond standard court jurisdiction

7. Insurance: Include when ongoing insurance obligations need to be addressed

8. Employee Matters: Include when the investment involved staff or management arrangements that need to be unwound

Suggested Schedules

1. Schedule 1 - Settlement Calculation: Detailed calculation of final settlement amounts and adjustments

2. Schedule 2 - Asset Register: List of assets to be returned or transferred

3. Schedule 3 - Outstanding Obligations: List of any outstanding obligations and their resolution

4. Schedule 4 - Timeline: Detailed timeline for implementing the termination actions

5. Appendix A - Original Investment Agreement: Copy of the original investment agreement being terminated

6. Appendix B - Powers of Attorney: Any required powers of attorney for executing the termination

7. Appendix C - Regulatory Approvals: Copies of any required regulatory approvals for the termination

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








































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Relevant Industries

Financial Services

Private Equity

Venture Capital

Investment Management

Banking

Real Estate

Technology

Manufacturing

Healthcare

Energy

Infrastructure

Professional Services

Asset Management

Insurance

Relevant Teams

Legal

Finance

Investment

Compliance

Risk Management

Corporate Development

Treasury

Executive Management

Board of Directors

Investment Committee

Portfolio Management

Corporate Governance

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Chief Investment Officer

Investment Director

Portfolio Manager

Legal Counsel

Investment Manager

Fund Manager

Corporate Lawyer

Investment Analyst

Compliance Officer

Risk Manager

Board Director

Managing Partner

Investment Committee Member

Transaction 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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