The Investment Framework Agreement is a sophisticated legal instrument used to establish the groundwork for ongoing investment relationships under Swiss law. It is particularly relevant for institutional investors, investment managers, and financial institutions seeking to structure their investment activities in a comprehensive and compliant manner. The document addresses key aspects such as investment criteria, commitment mechanisms, governance rights, and reporting obligations, while ensuring compliance with Swiss financial regulations including FinSA and FinIA. This type of agreement is especially valuable for parties planning multiple investments over time, as it standardizes processes and reduces transaction costs for subsequent investments. The framework's flexibility allows it to accommodate various investment types while maintaining consistency in core terms and procedures.
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1. Parties: Identification of the contracting parties, including full legal names, registration details, and addresses
2. Background: Context of the agreement, relationship between parties, and general investment objectives
3. Definitions and Interpretation: Definitions of key terms and interpretation rules for the agreement
4. Scope and Purpose: Overall framework parameters, types of investments covered, and investment strategy
5. Investment Process: Procedures for proposing, evaluating, and executing investments
6. Investment Criteria: Minimum requirements and parameters for eligible investments
7. Commitment and Funding: Investment commitments, funding mechanisms, and capital call procedures
8. Governance Rights: Decision-making processes, voting rights, and management participation
9. Representations and Warranties: Standard representations by all parties regarding capacity, authority, and compliance
10. Covenants: Ongoing obligations of the parties throughout the investment period
11. Fees and Expenses: Structure of fees, cost allocation, and expense reimbursement
12. Reporting and Information Rights: Regular reporting requirements and information access rights
13. Term and Termination: Duration of the agreement and circumstances for early termination
14. Confidentiality: Protection and handling of confidential information
15. Notices: Communication procedures and contact details
16. General Provisions: Standard boilerplate clauses including amendments, assignments, and severability
17. Governing Law and Jurisdiction: Choice of Swiss law and jurisdiction for dispute resolution
1. Co-Investment Rights: Include when other investors may participate in investments alongside the main investor
2. Tag-Along and Drag-Along Rights: Include for agreements involving potential future exits or sales
3. Anti-Dilution Protection: Include when protecting against future dilutive events
4. Regulatory Compliance: Include detailed section when dealing with regulated industries or entities
5. Environmental, Social and Governance (ESG): Include when ESG considerations are material to the investment strategy
6. Key Person Provisions: Include when success depends on specific individuals
7. Investment Committee: Include when establishing a formal committee for investment decisions
8. Limited Partner Advisory Committee: Include for fund-style investments with multiple investors
1. Investment Policy: Detailed investment guidelines and restrictions
2. Form of Investment Proposal: Template for presenting new investment opportunities
3. Due Diligence Requirements: Standard due diligence checklist and procedures
4. Reporting Templates: Standardized formats for regular reporting
5. Fee Schedule: Detailed breakdown of all fees and calculations
6. Form of Drawdown Notice: Template for capital call notices
7. Compliance Procedures: Detailed compliance and KYC requirements
8. Authorized Signatories: List of authorized representatives and signing authorities
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