The Investment Club LLC Operating Agreement is essential for groups of investors looking to formalize their collective investment activities under English law. This document is particularly relevant when investors wish to pool resources while maintaining limited liability protection and establishing clear governance structures. It addresses key aspects such as capital contributions, investment policies, profit distribution, and member rights while ensuring compliance with UK regulatory requirements. The agreement should be customized to reflect specific investment objectives and member expectations while adhering to Financial Conduct Authority guidelines.
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1. Parties: Identification of all members and the LLC entity
2. Background: Purpose of the investment club and formation context
3. Definitions: Key terms used throughout the agreement
4. Formation and Name: Legal establishment and naming of the LLC
5. Capital Contributions: Member investment requirements and capital structure
6. Management Structure: Governance and decision-making processes
7. Investment Policy: Investment objectives, restrictions, and guidelines
8. Profit and Loss Allocation: Distribution of returns and losses
1. Advisory Board: Structure and role of advisory board - used for larger investment clubs with external advisors
2. Investment Committee: Composition and authority of investment committee - used when delegating investment decisions to a specific group
3. Special Purpose Vehicles: Rules for creating and managing SPVs - used when planning to use SPVs for specific investments
1. Schedule 1 - Member Details: List of members and their initial capital contributions
2. Schedule 2 - Investment Guidelines: Detailed investment criteria and restrictions
3. Schedule 3 - Valuation Methodology: Agreed methods for valuing investments
4. Appendix A - Management Procedures: Detailed operational procedures and workflows
5. Appendix B - Compliance Procedures: AML and regulatory compliance requirements
Relevant legal definitions
Agreement
Annual Budget
Articles of Association
Business Day
Capital Account
Capital Contribution
Commencement Date
Company
Confidential Information
Default Event
Defaulting Member
Distributable Profits
Distribution
Effective Date
Fair Market Value
Financial Year
Founding Members
Investment Committee
Investment Guidelines
Investment Period
Investment Policy
LLC
Management Fee
Manager
Managing Member
Member
Membership Interest
Net Asset Value
Operating Expenses
Percentage Interest
Portfolio Company
Profits and Losses
Qualifying Investment
Regulatory Requirements
Reserved Matters
Share
Special Resolution
Subscription Agreement
Transfer
Valuation Date
Voting Rights
Annual Budget
Articles of Association
Business Day
Capital Account
Capital Contribution
Commencement Date
Company
Confidential Information
Default Event
Defaulting Member
Distributable Profits
Distribution
Effective Date
Fair Market Value
Financial Year
Founding Members
Investment Committee
Investment Guidelines
Investment Period
Investment Policy
LLC
Management Fee
Manager
Managing Member
Member
Membership Interest
Net Asset Value
Operating Expenses
Percentage Interest
Portfolio Company
Profits and Losses
Qualifying Investment
Regulatory Requirements
Reserved Matters
Share
Special Resolution
Subscription Agreement
Transfer
Valuation Date
Voting Rights
Clauses
Formation and Purpose
Capital Contributions
Membership Interests
Management and Control
Investment Policy
Voting Rights
Meetings
Financial Matters
Distributions
Transfer Restrictions
Admission of New Members
Withdrawal Rights
Default
Confidentiality
Regulatory Compliance
Investment Committee
Decision Making
Valuation
Accounting and Records
Tax Matters
Indemnification
Dissolution and Liquidation
Amendments
Dispute Resolution
Force Majeure
Notices
Assignment
Severability
Entire Agreement
Governing Law
Non-Competition
Anti-Money Laundering
Data Protection
Termination
Capital Contributions
Membership Interests
Management and Control
Investment Policy
Voting Rights
Meetings
Financial Matters
Distributions
Transfer Restrictions
Admission of New Members
Withdrawal Rights
Default
Confidentiality
Regulatory Compliance
Investment Committee
Decision Making
Valuation
Accounting and Records
Tax Matters
Indemnification
Dissolution and Liquidation
Amendments
Dispute Resolution
Force Majeure
Notices
Assignment
Severability
Entire Agreement
Governing Law
Non-Competition
Anti-Money Laundering
Data Protection
Termination
Relevant Industries
Relevant Teams
Relevant Roles
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