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Investment Framework Agreement

Investment Framework Agreement Template for England and Wales

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Key Requirements PROMPT example:

Investment Framework Agreement

"I need an Investment Framework Agreement to establish a £50M investment program between our private equity firm and three institutional investors, with specific provisions for co-investment rights and quarterly reporting requirements, to be implemented by March 2025."

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Document background
The Investment Framework Agreement is utilized when parties wish to establish a structured approach to making multiple investments over time. This comprehensive agreement, governed by English and Welsh law, sets out the parameters for investment activities, including investment criteria, approval processes, governance structures, and ongoing management responsibilities. It is particularly relevant for institutional investors, fund managers, and investment advisors operating in the UK market, providing a robust legal framework that ensures compliance with UK financial services regulations while maintaining flexibility for specific investment opportunities.
Suggested Sections

1. Parties: Identification and details of all contracting parties

2. Background: Context and purpose of the investment framework

3. Definitions: Key terms used throughout the agreement

4. Investment Structure: Framework for how investments will be made and structured

5. Investment Process: Procedures for making and approving investments

6. Representations and Warranties: Standard assurances from all parties

7. Governance: Decision-making processes and control mechanisms

8. Term and Termination: Duration and termination provisions

Optional Sections

1. Co-Investment Rights: Rights of parties to participate in future investments - include when multiple investors are involved

2. Investment Restrictions: Limitations on investment types or sectors - include when specific investment parameters need to be set

3. Advisory Services: Terms for additional advisory services - include when investment advisory services are part of the arrangement

Suggested Schedules

1. Investment Policy: Detailed investment criteria and guidelines

2. Fee Structure: Details of management fees and carried interest

3. Reporting Requirements: Format and frequency of investment reports

4. Due Diligence Requirements: Standard due diligence procedures

5. Form of Investment Agreement: Template for individual investment documentation

Authors

Alex Denne

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

alex.den.21@genieai.co
Relevant legal definitions
























































Clauses











































Industries

Companies Act 2006: Primary legislation governing company formation, share capital, shareholder rights, directors' duties and corporate governance requirements

Financial Services and Markets Act 2000 (FSMA): Core regulatory framework for financial services, including investment promotion and financial advice regulations

Financial Services Act 2012: Updates to financial services regulation and Financial Conduct Authority (FCA) requirements

FCA Handbook: Regulatory guidelines including COBS (Conduct of Business Sourcebook), PRIN (Principles for Businesses), and SYSC (Senior Management Arrangements, Systems and Controls)

Money Laundering Regulations 2017: Anti-money laundering requirements and due diligence obligations for financial transactions

Misrepresentation Act 1967: Legislation governing false or misleading statements made during contract formation

Consumer Rights Act 2015: Protection for retail investors and consumers in financial transactions

UK GDPR and Data Protection Act 2018: Regulations governing the processing and protection of personal data in business transactions

Competition Act 1998: Legislation preventing anti-competitive behavior and ensuring fair market practices

Enterprise Act 2002: Framework for competition law and market regulation in the UK

Bribery Act 2010: Anti-corruption legislation establishing corporate compliance requirements and preventing bribery in business transactions

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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