Ƶ

Shareholder Investment Agreement for Indonesia

Shareholder Investment Agreement Template for Indonesia

A comprehensive legal agreement governed by Indonesian law that establishes the terms and conditions for an investment in a company through share subscription. The document outlines the rights and obligations of shareholders, investment terms, corporate governance structure, and various protective provisions in accordance with Indonesian Company Law (Law No. 40 of 2007) and Investment Law (Law No. 25 of 2007). It includes specific provisions for share issuance, transfer restrictions, minority protections, and management rights while ensuring compliance with local regulatory requirements, including any applicable foreign investment restrictions.

Your data doesn't train Genie's AI

You keep IP ownership of your information

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Download a Standard Template

4.6 / 5
4.8 / 5
Access for free
OR

Alternatively: Run an advanced review of an existing
Shareholder Investment Agreement

Let Ƶ's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.

What is a Shareholder Investment Agreement?

The Shareholder Investment Agreement is a crucial document used when new investors are acquiring shares in an Indonesian company, whether through primary issuance or secondary purchase. It serves as the primary contractual framework governing the relationship between shareholders and establishing the terms of investment. This document is particularly important in the Indonesian context due to specific local regulatory requirements, including foreign ownership restrictions in certain sectors, mandatory use of the Indonesian language in contracts, and compliance with OJK (Financial Services Authority) regulations. The agreement typically includes detailed provisions on share subscription, corporate governance, minority shareholder protections, and exit rights, while ensuring alignment with Indonesian Company Law and Investment Law requirements. It's commonly used in various scenarios including venture capital investments, private equity transactions, joint ventures, and strategic corporate investments.

What sections should be included in a Shareholder Investment Agreement?

1. Parties: Identification of all parties to the agreement including the company, existing shareholders, and new investors

2. Background: Context of the investment, current company status, and purpose of the agreement

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

4. Investment Terms: Details of the investment amount, share price, and payment terms

5. Subscription and Issuance of Shares: Process and conditions for share issuance, including compliance with Indonesian company law requirements

6. Conditions Precedent: Conditions that must be satisfied before the investment becomes effective

7. Completion: Steps to be taken at closing of the investment

8. Representations and Warranties: Statements of fact and assurances from all parties

9. Corporate Governance: Board composition, voting rights, and management structure

10. Shareholder Rights and Obligations: Key rights including voting, dividends, and pre-emptive rights

11. Transfer Restrictions: Limitations on share transfers and required procedures

12. Reserved Matters: Decisions requiring special approval from certain shareholders

13. Confidentiality: Obligations regarding confidential information

14. Term and Termination: Duration of the agreement and circumstances for termination

15. Dispute Resolution: Procedures for resolving disputes, including jurisdiction and governing law

16. General Provisions: Standard clauses including notices, amendments, and language requirements

What sections are optional to include in a Shareholder Investment Agreement?

1. Anti-Dilution Protection: Protection for investors against future share issuances at lower valuations

2. Tag-Along Rights: Right of minority shareholders to join in sale of shares by majority shareholders

3. Drag-Along Rights: Right of majority shareholders to force minority shareholders to join in sale

4. Put and Call Options: Rights to force sale or purchase of shares under specific circumstances

5. Non-Competition and Non-Solicitation: Restrictions on competitive activities and employee hiring

6. Intellectual Property Rights: Specific provisions regarding IP ownership and protection

7. Employee Share Option Plan: Framework for employee share ownership programs

8. Foreign Investment Provisions: Special provisions required for foreign investors under Indonesian law

What schedules should be included in a Shareholder Investment Agreement?

1. Schedule 1 - Company Information: Details of company registration, directors, and existing share capital

2. Schedule 2 - Shareholding Structure: Pre and post-investment shareholding details

3. Schedule 3 - Business Plan: Company's business plan and use of investment proceeds

4. Schedule 4 - Reserved Matters List: Detailed list of matters requiring special shareholder approval

5. Schedule 5 - Completion Requirements: Detailed list of documents and actions required at completion

6. Schedule 6 - Warranties: Detailed warranties given by the company and existing shareholders

7. Schedule 7 - Corporate Governance Rules: Detailed procedures for board and shareholder meetings

8. Appendix A - Share Certificate Form: Template for share certificates

9. Appendix B - Deed of Adherence: Template for new shareholders joining the agreement

Authors

Alex Denne

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

Jurisdiction

Indonesia

Publisher

Ƶ

Cost

Free to use
Relevant legal definitions
















































Clauses







































Relevant Industries

Technology

Manufacturing

Financial Services

E-commerce

Healthcare

Real Estate

Agriculture

Mining

Retail

Infrastructure

Education

Transportation

Energy

Telecommunications

Relevant Teams

Legal

Finance

Corporate Secretarial

Compliance

Corporate Development

Investment

Board of Directors

Board of Commissioners

Shareholder Relations

Risk Management

Corporate Governance

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Chief Legal Officer

General Counsel

Corporate Secretary

Investment Director

Legal Director

Finance Director

Compliance Officer

Corporate Governance Officer

Board Director

Commissioner

Investment Manager

Legal Counsel

Financial Controller

Company Director

Shareholder Relations Manager

Corporate Development 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

Find the exact document you need

Real Estate Investment Operating Agreement

An agreement governing real estate investment operations and management in Indonesia, detailing rights, obligations, and operational procedures under Indonesian law.

find out more

Investment Banking Contract

An Indonesian law-governed agreement establishing terms for investment banking services, incorporating OJK and Bank Indonesia regulatory requirements.

find out more

Investment Banking Agreement

An Indonesian law-governed agreement establishing terms and conditions for investment banking services, ensuring compliance with OJK regulations and local banking laws.

find out more

Simple Investment Agreement

An Indonesian law-governed agreement establishing terms for company investment, share subscription, and investor rights in compliance with local investment regulations.

find out more

Shareholders Agreement And Share Purchase Agreement

An Indonesian law-governed agreement combining share purchase terms and ongoing shareholder arrangements for corporate ownership and governance.

find out more

Bank Repurchase Agreement

An Indonesian law-governed agreement for securities repurchase transactions between financial institutions, incorporating local regulatory requirements and market practices.

find out more

Agreement To Invest In A Business

An Indonesian law-governed agreement setting out terms for business investment, complying with local investment regulations and foreign ownership requirements.

find out more

Investment Contract For Small Business

A legally binding investment agreement for small businesses in Indonesia, outlining investment terms, rights, and obligations while ensuring compliance with Indonesian law.

find out more

Limited Partner Agreement Private Equity

An Indonesian law-governed agreement establishing the relationship between General and Limited Partners in a private equity fund, defining investment terms and regulatory compliance requirements.

find out more

Private Investment Agreement

An Indonesian law-governed agreement establishing terms and conditions for private investment in an Indonesian company, including investment structure, rights, and obligations.

find out more

Contract Agreement For Investment

An Indonesian law-governed agreement establishing terms and conditions for investment transactions, ensuring compliance with local investment regulations and protecting parties' interests.

find out more

Shareholders Agreement And Share Subscription Agreement

An Indonesian law-governed agreement combining share subscription terms with ongoing shareholder relationship regulation and corporate governance framework.

find out more

Purchase Of Shares Agreement

An Indonesian law-governed agreement documenting the terms and conditions for the sale and purchase of shares in a company, including price, warranties, and completion mechanics.

find out more

Memorandum Of Agreement For Investment

Indonesian law-governed investment agreement template establishing terms and conditions for investment in Indonesian entities, compliant with local investment regulations.

find out more

Letter Of Investment Agreement

An Indonesian-law governed agreement detailing investment terms and conditions between investors and recipient companies, ensuring regulatory compliance and protection of parties' interests.

find out more

Joint Investment Agreement

An Indonesian law-governed agreement establishing terms for joint investment between multiple parties, including capital contributions, ownership, and management rights.

find out more

Investment Repayment Agreement

An Indonesian law-governed agreement establishing terms for investment repayment, including payment schedules, security arrangements, and compliance with local investment regulations.

find out more

Deed Of Sale Of Shares Of Stock

An Indonesian notarial deed documenting the legal transfer of company shares from seller to buyer, compliant with Indonesian corporate law.

find out more

Stock Share Agreement

An Indonesian law-governed agreement documenting the terms and conditions for the transfer of company shares between parties, ensuring compliance with local corporate regulations.

find out more

Simple Equity Investment Agreement

Indonesian law-governed agreement for equity investment in companies, detailing share subscription terms and regulatory compliance requirements.

find out more

Simple Stock Purchase Agreement

An Indonesian law-governed agreement for the straightforward purchase and sale of shares between parties, incorporating essential terms and local regulatory requirements.

find out more

Return On Investment Contract

An Indonesian law-governed agreement establishing investment terms, profit-sharing mechanisms, and regulatory compliance requirements for investment arrangements in Indonesia.

find out more

Private Placement Agent Agreement

An Indonesian law-governed agreement appointing a placement agent to conduct private placement of securities, subject to OJK regulations.

find out more

Project Investment Agreement

An Indonesian law-governed agreement establishing terms and conditions for project investment, including regulatory compliance and implementation framework.

find out more

Non Discretionary Investment Advisory Agreement

An Indonesian law-governed agreement establishing a non-discretionary investment advisory relationship, regulated by OJK, where the advisor provides recommendations but the client retains decision-making authority.

find out more

Loss Share Agreement

An Indonesian law-governed agreement between financial institutions establishing terms for sharing losses on specified assets, regulated by OJK.

find out more

Investment Mandate Agreement

An Indonesian law-governed agreement appointing an investment manager to manage client assets under OJK regulations.

find out more

Assignment Of Investment Advisory Contract

An Indonesian law-governed agreement transferring investment advisory services from one licensed advisor to another, compliant with OJK regulations.

find out more

Agreement For Transfer Of Shares

An Indonesian law-governed agreement documenting the transfer of company shares between parties, including terms, conditions, and regulatory compliance requirements.

find out more

Investment Club Operating Agreement

An Indonesian law-governed agreement establishing the structure and operations of an investment club, including membership rights, investment policies, and governance procedures.

find out more

Agreement To Sell Shares Of A Company

An Indonesian law-governed agreement documenting the sale and transfer of company shares between parties, ensuring compliance with local corporate regulations.

find out more

Share Investment Agreement

An Indonesian law-governed agreement detailing terms and conditions for share investment in a company, including investment structure, shareholder rights, and regulatory compliance requirements.

find out more

Investment Subscription Agreement

An Indonesian law-governed agreement documenting terms and conditions for subscribing to shares or securities in a company, including investment terms and regulatory compliance requirements.

find out more

Personal Investment Contract

An Indonesian law-governed agreement establishing terms and conditions for personal investment activities, compliant with OJK regulations.

find out more

Founders Stock Agreement

An Indonesian law-governed agreement establishing share ownership structure and rights between company founders.

find out more

Event Investment Contract

An Indonesian law-governed agreement establishing terms for event investment, including funding, profit-sharing, and operational requirements.

find out more

Share Subscription Agreement And Share Purchase Agreement

An Indonesian law-governed agreement combining share subscription and purchase provisions for new and existing shares in an Indonesian company.

find out more

Limited Partnership Term Sheet

A preliminary agreement outlining key terms for establishing a limited partnership under Indonesian law, setting forth essential partnership conditions and regulatory compliance requirements.

find out more

Restaurant Investment Agreement

An Indonesian law-governed agreement establishing terms for restaurant business investment, including ownership, management rights, and regulatory compliance.

find out more

Real Estate Investment Partnership Agreement

An Indonesian law-governed agreement establishing terms for real estate investment partnerships, addressing property ownership, management, and regulatory compliance.

find out more
See more related templates

ұԾ’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ұԾ’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

We are ISO27001 certified, so your data is secure

Organizational security:

You retain IP ownership of your documents and their information

You have full control over your data and who gets to see it