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Private Equity Management Agreement

Private Equity Management Agreement Template for Belgium

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Key Requirements PROMPT example:

Private Equity Management Agreement

"I need a Private Equity Management Agreement for a new Belgian healthcare-focused fund launching in March 2025, with specific provisions for co-investment rights for key management team members and ESG reporting requirements."

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Document background
The Private Equity Management Agreement is a critical document used when establishing the relationship between a private equity management company and an investment fund or vehicle under Belgian law. It is typically implemented at the fund's inception or when changing management arrangements, setting forth comprehensive terms for investment management services, regulatory compliance, fee structures, and operational procedures. The agreement must comply with Belgian financial regulations, including the implementation of EU directives such as AIFMD, while addressing specific requirements of the Belgian Companies and Associations Code. This document is essential for private equity operations in Belgium, providing the legal framework for fund management activities, investor protection, and regulatory oversight.
Suggested Sections

1. Parties: Identification of the management company and the fund/investment vehicle

2. Background: Context of the agreement, including fund structure and purpose

3. Definitions: Detailed definitions of terms used throughout the agreement

4. Appointment and Scope: Formal appointment of the manager and detailed scope of services

5. Authority and Powers: Extent and limitations of manager's authority to act on behalf of the fund

6. Management Services: Detailed description of investment management and other services to be provided

7. Regulatory Compliance: Obligations regarding compliance with applicable laws and regulations

8. Fees and Expenses: Management fees, carried interest, and cost allocation structure

9. Reporting and Administration: Regular reporting obligations and administrative responsibilities

10. Representations and Warranties: Standard and specific representations from both parties

11. Liability and Indemnification: Extent of manager's liability and mutual indemnification provisions

12. Term and Termination: Duration of agreement and termination provisions

13. Confidentiality: Protection of confidential information and trade secrets

14. Governing Law and Jurisdiction: Confirmation of Belgian law application and dispute resolution

15. General Provisions: Standard boilerplate clauses including notices, amendments, and assignment

Optional Sections

1. Co-Investment Rights: Terms for co-investment opportunities for the management team

2. Key Person Provisions: Requirements regarding key investment professionals and consequences of their departure

3. ESG Compliance: Environmental, Social and Governance requirements and reporting

4. AIFMD Specific Provisions: Additional provisions required for AIFMD compliance if applicable

5. Conflicts of Interest: Specific procedures for handling potential conflicts

6. Investment Committee: Structure and procedures for investment committee if established

7. Side Letter Compliance: Obligations relating to side letters with specific investors

8. Data Protection: GDPR and other data protection specific requirements

Suggested Schedules

1. Fee Schedule: Detailed calculation methodology for management fees and carried interest

2. Investment Guidelines: Detailed investment strategy, restrictions, and guidelines

3. Reporting Requirements: Templates and specifications for required reports

4. Administrative Services: Detailed list of administrative services to be provided

5. Valuation Policy: Methodology for valuation of investments

6. Key Personnel: List of key investment professionals and their roles

7. Compliance Manual: Detailed compliance procedures and requirements

8. Power of Attorney: Formal authorization of manager's powers

9. Service Providers: List of approved service providers and their roles

Authors

Alex Denne

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

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Relevant legal definitions
Affiliate
AIFMD
Annual Budget
Applicable Law
Business Day
Carried Interest
Catch-up Period
Cause
Change of Control
Closing
Commitment Period
Competing Fund
Compliance Manual
Confidential Information
Control
Data Protection Laws
Depositary
Distribution
FSMA
Fund Documents
Fund Term
General Partner
Governing Body
Holdings
Hurdle Rate
Investment Committee
Investment Guidelines
Investment Period
Investment Policy
Investment Professional
Key Person
Key Person Event
Limited Partners
Management Fee
Management Services
Manager
Net Asset Value
Operating Expenses
Partnership Agreement
Performance Fee
Portfolio Company
Portfolio Investment
Preliminary Period
Reference Currency
Regulatory Authority
Related Party
Removal Event
Side Letter
Subscription Agreement
Successor Fund
Transaction Fee
Transfer
Valuation Policy
Voting Rights
Working Day
Clauses
Appointment
Authority
Scope of Services
Investment Management
Investment Restrictions
Regulatory Compliance
Management Fees
Performance Fees
Expense Allocation
Reporting Requirements
Record Keeping
Investment Committee
Key Person
Non-Competition
Exclusivity
Confidentiality
Data Protection
Conflicts of Interest
Related Party Transactions
Risk Management
Representations and Warranties
Indemnification
Force Majeure
Term and Duration
Termination Rights
Assignment
Delegation
Amendments
Notices
Governing Law
Dispute Resolution
Severability
Entire Agreement
Co-Investment Rights
Side Letters
Liability Limitation
ESG Compliance
AIFMD Compliance
Anti-Money Laundering
Valuation
Distribution Policy
Relevant Industries

Financial Services

Investment Management

Private Equity

Venture Capital

Asset Management

Professional Services

Corporate Services

Banking

Alternative Investments

Fund Management

Relevant Teams

Legal

Compliance

Investment Management

Risk Management

Finance

Operations

Fund Administration

Corporate Governance

Investment Committee

Executive Management

Relevant Roles

Fund Manager

Chief Investment Officer

Managing Partner

Investment Director

Legal Counsel

Compliance Officer

Risk Manager

Portfolio Manager

Chief Financial Officer

Investment Committee Member

Fund Administrator

Managing Director

General Counsel

Chief Operating Officer

Director of Operations

Industries
Belgian Companies and Associations Code (BCAC): The fundamental corporate law framework in Belgium that governs company structures, management powers, and corporate governance requirements.
Alternative Investment Fund Managers Directive (AIFMD): EU directive implemented in Belgian law governing the management and marketing of alternative investment funds, including private equity funds.
Belgian Law of 19 April 2014: Law on alternative investment funds and their managers, implementing AIFMD in Belgian legislation and providing specific requirements for fund managers.
Belgian Financial Supervision Law: Regulates financial services and supervision, including requirements for investment management activities and investor protection measures.
Belgian Income Tax Code: Covers tax treatment of management fees, carried interest, and other private equity-related income structures.
Belgian Employment Agreements Act: Relevant for determining the nature of management relationships and distinguishing between employment and management agreements.
Belgian Civil Code: Provides the general framework for contracts and obligations under Belgian law, including principles of contract formation and interpretation.
Market Abuse Regulation (MAR): EU regulation applicable in Belgium governing insider dealing and market manipulation, relevant for private equity transactions.
Anti-Money Laundering Law: Belgian legislation implementing EU AML directives, requiring due diligence and compliance procedures for financial operations.
MiFID II Implementation in Belgian Law: Regulations concerning investment services, investor protection, and market transparency applicable to private equity activities.
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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