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Investment Partnership Agreement Template for New Zealand

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Key Requirements PROMPT example:

Investment Partnership Agreement

"I need an Investment Partnership Agreement for a real estate investment fund with one general partner and five limited partners, to be established by March 2025, focusing on commercial property investments in Auckland with a minimum partner contribution of NZD 2 million."

Document background
The Investment Partnership Agreement is a crucial document for establishing investment vehicles in New Zealand's financial and business landscape. It is primarily used when two or more parties wish to form a partnership for investment purposes, whether in private equity, venture capital, real estate, or other investment sectors. The agreement must comply with New Zealand's Partnership Act 2019 and Financial Markets Conduct Act 2013, among other relevant legislation. It typically includes detailed provisions for capital contributions, profit sharing, management rights, investment strategies, partner obligations, and exit mechanisms. This document is essential for protecting all parties' interests and ensuring clear governance structures in investment partnerships.
Suggested Sections

1. Parties: Identification and details of all partners entering the agreement

2. Background: Context of the partnership formation, investment objectives, and general intent of the parties

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

4. Partnership Structure and Term: Legal structure, commencement date, term of partnership, and conditions for continuation

5. Capital Contributions: Initial and subsequent capital contributions, timing, valuation methods, and capital accounts management

6. Partnership Interests: Allocation of partnership interests, voting rights, and ownership percentages

7. Management and Control: Management structure, decision-making processes, partner voting rights, and operational control

8. Investment Strategy and Restrictions: Agreed investment objectives, permitted investments, and investment restrictions

9. Profit and Loss Allocation: Distribution of profits, allocation of losses, and distribution priorities

10. Partner Rights and Obligations: Detailed rights, duties, and obligations of all partners

11. Records and Reporting: Requirements for financial records, reporting obligations, and partner access to information

12. Transfer Restrictions: Limitations on transfer of partnership interests and right of first refusal provisions

13. Exit Mechanisms: Procedures for partner withdrawal, retirement, or removal

14. Termination and Dissolution: Circumstances triggering termination, dissolution procedures, and asset distribution

15. Confidentiality: Protection of partnership and partner confidential information

16. Dispute Resolution: Procedures for resolving disputes between partners

17. General Provisions: Standard legal provisions including governing law, notices, and amendments

Optional Sections

1. International Partners: Additional provisions for overseas partners, including foreign investment compliance and cross-border considerations

2. Key Person Provisions: Specific provisions related to key individuals essential to the partnership's success

3. Investment Committee: Structure and operation of an investment committee if required for complex investment decisions

4. Co-Investment Rights: Terms governing co-investment opportunities for partners or related parties

5. Carried Interest: Specific provisions for carried interest arrangements in private equity-style structures

6. Environmental, Social and Governance (ESG): ESG investment criteria and reporting requirements if applicable

7. Anti-Money Laundering Compliance: Specific AML/CFT compliance obligations and procedures

8. Technology and IP Rights: Provisions dealing with partnership intellectual property and technology assets

9. Employee Matters: Provisions relating to partnership employees and employment policies

Suggested Schedules

1. Schedule 1: Partner Details: Detailed information about each partner including contact details and initial capital contributions

2. Schedule 2: Investment Policy: Detailed investment guidelines, restrictions, and target asset allocations

3. Schedule 3: Management Structure: Detailed management procedures, delegated authorities, and decision-making processes

4. Schedule 4: Capital Commitments: Details of agreed capital commitments, drawdown procedures, and timing

5. Schedule 5: Fee Structure: Management fees, performance fees, and other cost allocation arrangements

6. Schedule 6: Valuation Methods: Agreed methodologies for valuing partnership assets and interests

7. Schedule 7: Distribution Waterfall: Detailed distribution priorities and calculations

8. Appendix A: Form of Deed of Adherence: Template for new partners joining the partnership

9. Appendix B: Compliance Procedures: Detailed compliance procedures and requirements

10. Appendix C: Required Notices and Forms: Standard forms for partner communications and notices

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈ˰æ | 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

Real Estate Investment

Infrastructure Development

Asset Management

Investment Banking

Professional Services

Technology Investment

Healthcare Investment

Renewable Energy

Agricultural Investment

Relevant Teams

Legal

Compliance

Investment Management

Finance

Risk Management

Operations

Corporate Development

Fund Administration

Executive Leadership

Treasury

Relevant Roles

Investment Manager

Fund Manager

Chief Investment Officer

Legal Counsel

Compliance Officer

Chief Financial Officer

Partnership Director

Investment Analyst

Risk Manager

Portfolio Manager

Managing Partner

Corporate Lawyer

Investment Director

Operations Manager

Financial Controller

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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