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Investment Partnership Agreement Template for Ireland

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Key Requirements PROMPT example:

Investment Partnership Agreement

"I need an Investment Partnership Agreement for a real estate investment fund based in Dublin, with one general partner and up to 15 limited partners, focusing on commercial property investments across the EU, with the partnership term starting March 1, 2025."

Document background
The Investment Partnership Agreement is a fundamental document used to establish and govern investment partnerships under Irish law. It is particularly utilized when setting up investment funds, private equity ventures, or other collective investment structures in Ireland. The agreement comprehensively addresses partnership formation, capital contributions, management rights, investment policies, profit distribution, and termination procedures. It must comply with the Investment Limited Partnerships Act 1994 (as amended in 2020), relevant Central Bank of Ireland regulations, and applicable EU directives. This document is essential for fund managers, investors, and financial institutions seeking to establish regulated investment partnerships in Ireland's sophisticated financial services sector.
Suggested Sections

1. Parties: Identification of all partners, including general partner(s) and limited partners

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

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

4. Partnership Formation and Term: Establishment of the partnership, commencement date, and duration

5. Purpose and Investment Objectives: Detailed description of partnership's investment strategy and objectives

6. Capital Contributions: Terms for initial and subsequent capital contributions from partners

7. Partnership Interests: Description of partnership interests, classes, and rights attached

8. Management and Control: Powers and duties of the general partner, management structure

9. Investment Procedures: Process for making, managing, and divesting investments

10. Allocations and Distributions: Rules for profit/loss allocation and distribution procedures

11. Transfer of Interests: Regulations regarding transfer of partnership interests

12. Reports and Valuations: Requirements for financial reporting and asset valuation

13. Limited Partner Rights: Rights, obligations, and limitations of limited partners

14. Expenses and Fees: Structure of management fees and expense allocation

15. Representations and Warranties: Partner representations regarding capacity and authority

16. Liability and Indemnification: Scope of partner liability and indemnification provisions

17. Termination and Liquidation: Processes for partnership termination and asset distribution

18. Governing Law and Jurisdiction: Specification of Irish law governance and jurisdiction

19. General Provisions: Miscellaneous legal provisions including notices, amendments, etc.

Optional Sections

1. Key Person Provisions: Required when specific individuals are crucial to the partnership's operation

2. Co-Investment Rights: Include when partners have rights to co-invest in opportunities

3. ESG Policy: Include when the partnership has specific environmental, social, and governance commitments

4. AIFMD Compliance: Required when the partnership falls under AIFMD regulations

5. Side Letter Provisions: Include when certain partners have negotiated special rights

6. Advisory Committee: Include when the partnership will have an advisory committee structure

7. Default Provisions: Detailed procedures for handling defaulting partners

8. Excuse and Exclusion Rights: Include when partners can be excused from certain investments

9. Follow-on Investment Provisions: Include when addressing future investment rounds

10. Partnership Reinvestment: Include when profits can be reinvested rather than distributed

Suggested Schedules

1. Schedule 1 - Subscription Agreement: Form of agreement for partners joining the partnership

2. Schedule 2 - Capital Commitments: Details of each partner's committed capital

3. Schedule 3 - Investment Guidelines: Detailed investment criteria and restrictions

4. Schedule 4 - Valuation Policy: Methodology for valuing partnership investments

5. Schedule 5 - Fee Structure: Detailed breakdown of management and performance fees

6. Schedule 6 - Transfer Procedures: Detailed procedures for transferring partnership interests

7. Schedule 7 - Reporting Requirements: Templates and requirements for partnership reporting

8. Appendix A - Anti-Money Laundering Requirements: AML procedures and requirements for partners

9. Appendix B - Tax Matters: Tax-related provisions and procedures

10. Appendix C - FATCA/CRS Compliance: Requirements for international tax reporting compliance

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

Private Equity

Venture Capital

Real Estate Investment

Infrastructure Investment

Asset Management

Financial Services

Investment Management

Alternative Investments

Hedge Funds

Private Debt

Relevant Teams

Legal

Compliance

Investment Management

Risk Management

Fund Administration

Tax

Finance

Operations

Investor Relations

Due Diligence

Relevant Roles

Investment Manager

Fund Manager

Legal Counsel

Compliance Officer

Chief Investment Officer

Chief Financial Officer

Partnership Director

Risk Manager

Investment Analyst

Fund Administrator

Managing Partner

Portfolio Manager

General Counsel

Tax Director

Investor Relations 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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