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1. Parties: Identifies all participants in the pooling arrangement
2. Background: Sets out the context and purpose of the pooling arrangement
3. Definitions and Interpretation: Defines key terms and establishes interpretation rules
4. Pool Establishment and Purpose: Describes the nature of the pool and its objectives
5. Contributions and Interests: Details what each party contributes and their respective interests in the pool
6. Management and Administration: Establishes governance structure and decision-making processes
7. Allocation of Profits and Losses: Defines how financial benefits and burdens are shared
8. Accounting and Reporting: Sets out financial reporting requirements and procedures
9. Representations and Warranties: Contains standard legal assurances from all parties
10. Term and Termination: Specifies duration and circumstances for termination
11. Confidentiality: Protects sensitive information shared within the pool
12. Dispute Resolution: Establishes procedures for resolving disagreements
13. General Provisions: Contains standard boilerplate clauses
1. Competition Compliance: Required when pooling arrangement could have competition law implications
2. Data Protection: Necessary when personal data is processed or shared within the pool
3. Regulatory Compliance: Required for regulated industries or activities
4. Insurance: Important when shared assets or activities require specific insurance coverage
5. Intellectual Property Rights: Needed when IP is part of pooled resources or created through pool activities
6. Transfer of Interests: Include when parties may need to transfer their pool interests
7. New Member Admission: Required if the pool may accept new participants
8. Exit Mechanisms: Detailed procedures for voluntary or forced exit from the pool
1. Schedule 1 - Pool Assets: Detailed list and description of all assets contributed to the pool
2. Schedule 2 - Contribution Values: Valuation of initial contributions from each party
3. Schedule 3 - Profit Sharing Formula: Detailed calculations for profit and loss allocation
4. Schedule 4 - Management Procedures: Specific procedures for pool management and administration
5. Schedule 5 - Reporting Templates: Standard forms for required financial and operational reporting
6. Schedule 6 - Contact Details: Key contacts and notice details for all parties
7. Appendix A - Governance Structure: Detailed organizational chart and decision-making procedures
8. Appendix B - Compliance Requirements: Specific regulatory and compliance obligations
Administrative Services
Affiliate
Applicable Law
Asset Value
Authorized Representative
Business Day
Capital Account
Commencement Date
Confidential Information
Contributing Party
Contribution
Control
Custodian
Default Event
Effective Date
Encumbrance
Exit Notice
Fair Market Value
Financial Year
Force Majeure Event
Governing Law
Initial Contribution
Interest
Investment Guidelines
Investment Period
Management Committee
Management Fee
Managing Agent
Member
Net Asset Value
Operating Expenses
Participation Interest
Pool
Pool Administrator
Pool Assets
Pool Interest
Pool Liabilities
Pool Manager
Pool Percentage
Pooled Resources
Profit Share
Regulatory Authority
Related Party
Relevant Jurisdiction
Service Provider
Termination Date
Transfer
Valuation Date
Valuation Method
Voting Rights
Withdrawal Notice
Membership
Contributions
Asset Valuation
Profit Distribution
Loss Allocation
Management Rights
Voting Rights
Transfer Restrictions
Admission of New Members
Withdrawal Rights
Termination
Default
Force Majeure
Confidentiality
Representations and Warranties
Indemnification
Liability
Insurance
Regulatory Compliance
Competition Compliance
Data Protection
Record Keeping
Audit Rights
Reporting Requirements
Decision Making
Dispute Resolution
Governing Law
Jurisdiction
Notices
Assignment
Amendment
Severability
Entire Agreement
Further Assurance
Costs and Expenses
Third Party Rights
Counterparts
Power of Attorney
Anti-Money Laundering
Tax Matters
Financial Services
Insurance
Asset Management
Real Estate
Agriculture
Mining
Shipping
Manufacturing
Technology
Energy
Infrastructure
Telecommunications
Legal
Finance
Compliance
Risk Management
Operations
Investment
Treasury
Corporate Development
Business Development
Administration
Executive Leadership
Chief Financial Officer
Legal Counsel
Compliance Officer
Risk Manager
Investment Director
Operations Manager
Asset Manager
Portfolio Manager
Treasury Manager
Managing Director
Chief Executive Officer
Financial Controller
Business Development Director
Partnership Manager
Fund Administrator
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