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Personal Investment Contract

Personal Investment Contract Template for Indonesia

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Key Requirements PROMPT example:

Personal Investment Contract

"I need a Personal Investment Contract for a high-net-worth individual investing 5 billion IDR in an Indonesian real estate investment fund, with quarterly performance reporting and specific ESG compliance requirements."

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Document background
The Personal Investment Contract serves as a fundamental legal instrument in Indonesia's investment landscape, designed to formalize investment relationships between individual investors and professional investment managers or financial institutions. This document is essential when establishing managed investment arrangements, whether for securities, mutual funds, or other investment products regulated by the Indonesian Financial Services Authority (OJK). It ensures compliance with key regulations including the Investment Law (Law No. 25 of 2007), Capital Markets Law (Law No. 8 of 1995), and relevant OJK regulations. The contract typically incorporates comprehensive risk disclosures, investment strategies, fee structures, and reporting requirements, while providing necessary consumer protections mandated by Indonesian financial regulations.
Suggested Sections

1. Parties: Identification of the investor and investment manager/company, including full legal names, addresses, and registration details

2. Background: Context of the investment arrangement and purpose of the agreement

3. Definitions: Definitions of key terms used throughout the agreement, including investment-specific terminology

4. Investment Amount and Terms: Specification of the investment amount, payment terms, and investment period

5. Investment Strategy and Objectives: Detailed description of the investment strategy, permitted investments, and investment objectives

6. Rights and Obligations: Detailed outline of the rights and obligations of both the investor and investment manager

7. Risk Disclosure: Comprehensive disclosure of investment risks as required by Indonesian regulations

8. Fees and Expenses: Details of all fees, charges, and expenses associated with the investment

9. Reporting and Communication: Requirements for periodic reporting, performance updates, and communication protocols

10. Term and Termination: Duration of the agreement and conditions for early termination

11. Confidentiality: Provisions regarding the handling of confidential information

12. Governing Law and Jurisdiction: Specification of Indonesian law as governing law and jurisdiction for disputes

13. Dispute Resolution: Procedures for resolving disputes, including mediation and arbitration provisions

14. General Provisions: Standard contractual provisions including amendments, notices, and severability

Optional Sections

1. Investment Committee: Details of investment committee structure and decision-making process, used for larger or more complex investments

2. Co-Investment Rights: Provisions for co-investment opportunities, included when relevant to the investment strategy

3. Special Purpose Vehicle: Details of any SPV structure, included when investments are made through a dedicated vehicle

4. Tax Considerations: Specific tax-related provisions and obligations, included for cross-border investments or complex tax structures

5. Foreign Exchange Provisions: Specific provisions for handling foreign currency aspects, included for investments involving foreign currency

6. Environmental, Social and Governance (ESG): ESG-related provisions and requirements, included when ESG considerations are material to the investment

Suggested Schedules

1. Investment Details: Detailed specification of the investment amount, payment schedule, and investment terms

2. Fee Schedule: Comprehensive breakdown of all fees, charges, and payment terms

3. Risk Disclosure Statement: Detailed risk factors and disclaimers as required by Indonesian regulations

4. Investment Guidelines: Detailed investment parameters, restrictions, and guidelines

5. KYC Documentation: Required know-your-customer documentation and compliance forms

6. Reporting Templates: Standard formats for periodic reports and performance updates

7. Power of Attorney: Standard form of power of attorney for investment management activities

8. Tax Forms: Required Indonesian tax forms and declarations

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
Agreement
Applicable Law
Assets Under Management
Authorized Representative
Bank Account
Business Day
Capital Gains
Commencement Date
Confidential Information
Custodian
Effective Date
Event of Default
Exit Strategy
Financial Services Authority (OJK)
Force Majeure
Investment
Investment Amount
Investment Horizon
Investment Manager
Investment Objectives
Investment Period
Investment Portfolio
Investment Strategy
Investment Value
Investor
Key Performance Indicators
Management Fee
Market Value
Net Asset Value
Performance Fee
Portfolio Companies
Prohibited Investment
Regulatory Requirements
Related Party
Reporting Currency
Reporting Period
Risk Profile
Securities
Settlement Date
Subscription Amount
Target Return
Term
Transaction Documents
Valuation Date
Withdrawal Notice
Withdrawal Rights
Clauses
Investment Terms
Subscription
Investment Strategy
Risk Disclosure
Management Authority
Fees and Expenses
Performance Metrics
Reporting Requirements
Representations and Warranties
Rights and Obligations
Investment Restrictions
Risk Management
Confidentiality
Data Protection
Anti-Money Laundering
Know Your Customer
Regulatory Compliance
Force Majeure
Term and Termination
Withdrawal Rights
Transfer Rights
Default
Indemnification
Liability Limitation
Dispute Resolution
Governing Law
Notices
Assignment
Amendment
Severability
Entire Agreement
Electronic Execution
Language Requirements
Relevant Industries

Financial Services

Investment Management

Private Banking

Wealth Management

Asset Management

Securities Trading

Private Equity

Venture Capital

Real Estate Investment

Portfolio Management

Relevant Teams

Legal

Compliance

Investment Management

Risk Management

Private Banking

Wealth Management

Client Services

Operations

Due Diligence

Portfolio Management

Relevant Roles

Investment Manager

Compliance Officer

Legal Counsel

Portfolio Manager

Risk Manager

Wealth Advisor

Financial Advisor

Investment Analyst

Fund Manager

Client Relationship Manager

Chief Investment Officer

Head of Private Banking

Investment Operations Manager

Regulatory Compliance Manager

Due Diligence Officer

Industries
Indonesian Civil Code (Kitab Undang-undang Hukum Perdata): Provides the fundamental legal framework for contracts in Indonesia, including requirements for valid agreements, rights and obligations of parties, and contract enforcement
Law No. 25 of 2007 on Investment (Investment Law): Regulates investment activities in Indonesia, including provisions for both domestic and foreign investments, and establishes basic investment principles and protections
Law No. 8 of 1995 on Capital Markets: Governs securities trading, investment instruments, and capital market activities, including investor protection provisions
OJK Regulation No. 1/POJK.07/2013: Financial Services Authority (OJK) regulation on consumer protection in the financial services sector, ensuring fair treatment and transparency
Law No. 8 of 2010 on Prevention and Eradication of Money Laundering: Sets requirements for financial transactions, including due diligence and reporting obligations for investment activities
Law No. 21 of 2011 on Financial Services Authority (OJK): Establishes OJK's authority to regulate and supervise financial services activities, including investment services
Income Tax Law (Law No. 36 of 2008): Governs taxation of investment income and capital gains, including reporting requirements and applicable tax rates
Law No. 40 of 2007 on Limited Liability Companies: Relevant for investments in Indonesian companies, including provisions on shareholding and corporate governance
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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