Investment Agreement Template for Saudi Arabia

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Key Requirements PROMPT example:

Investment Agreement

"I need an Investment Agreement for a 50 million SAR investment into a Saudi healthcare technology company, with provisions for foreign investor protection and SAGIA compliance, planned for completion by March 2025."

Document background

The Investment Agreement serves as the primary document governing investment relationships in Saudi Arabia, particularly crucial in the context of the kingdom's Vision 2030 economic transformation plan. This agreement type is essential when establishing new investment relationships, whether through direct equity investments, joint ventures, or other investment structures. The document must comply with Saudi Arabian law, including the Foreign Investment Law, Companies Law, and relevant sector-specific regulations. It typically includes detailed provisions on investment terms, shareholder rights, corporate governance, and exit mechanisms, while ensuring compliance with Sharia principles. The agreement is particularly relevant for both domestic and foreign investments, requiring careful consideration of foreign investment restrictions and requirements under Saudi law.

Suggested Sections

1. Parties: Identification of the parties entering into the agreement, including full legal names, registration details, and addresses

2. Background: Context of the investment, brief description of the business, and purpose of the agreement

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

4. Investment Terms: Details of the investment amount, payment terms, and conditions precedent

5. Subscription for Shares/Securities: Specifics of the securities being issued, class of shares, and subscription process

6. Completion Mechanics: Steps for completing the investment, including documentation requirements and timing

7. Representations and Warranties: Statements of fact and assurances from both parties

8. Corporate Governance: Board composition, voting rights, and management structure

9. Reserved Matters: Decisions requiring investor approval or special voting thresholds

10. Information Rights: Investor's rights to financial and operational information

11. Transfer Restrictions: Limitations on transfer of shares and ownership

12. Exit Rights: Provisions for exit mechanisms including IPO, sale, or put options

13. Confidentiality: Protection of confidential information and trade secrets

14. Term and Termination: Duration of the agreement and grounds for termination

15. Governing Law and Dispute Resolution: Choice of Saudi law and dispute resolution mechanisms

16. General Provisions: Standard boilerplate clauses including notices, amendments, and severability

Optional Sections

1. Anti-dilution Rights: Protection against dilution of investor's shareholding - included when dealing with sophisticated investors

2. Tag-Along Rights: Right to join in sale of shares - included when minority investor protection is needed

3. Drag-Along Rights: Right to force minority shareholders to join in sale - included when majority shareholders need exit flexibility

4. Shariah Compliance: Specific provisions ensuring compliance with Islamic law - included when required by investors or business nature

5. Employee Matters: Provisions regarding key employees and management - included when personnel retention is crucial

6. Intellectual Property Rights: Specific IP protection and ownership provisions - included when IP is a significant business asset

7. Non-Competition: Restrictions on competitive activities - included when protecting market position is important

8. Foreign Investment Provisions: Specific provisions related to foreign investment requirements - included when foreign investors are involved

Suggested Schedules

1. Schedule 1: Particulars of the Company: Detailed information about the company including shareholding structure, capitalization, and subsidiaries

2. Schedule 2: Conditions Precedent: List of conditions that must be satisfied before completion

3. Schedule 3: Completion Requirements: Detailed steps and documents required for completion

4. Schedule 4: Warranties: Detailed warranties given by the company and existing shareholders

5. Schedule 5: Reserved Matters: Comprehensive list of matters requiring special approval

6. Schedule 6: Business Plan: Initial business plan and key milestones

7. Appendix A: Share Capital Structure: Pre and post-investment share capital structure

8. Appendix B: Corporate Governance Framework: Detailed governance procedures and policies

9. Appendix C: Form of Shareholders' Resolution: Template for shareholder resolutions required for completion

10. Appendix D: Key Performance Indicators: Agreed metrics for monitoring business performance

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

alex.den.21@genieai.co

Relevant legal definitions

Agreement
Applicable Law
Articles of Association
Board
Business
Business Day
Business Plan
Capital Market Authority
Completion
Completion Date
Conditions Precedent
Confidential Information
Control
Corporate Governance Framework
Deed of Adherence
Directors
Encumbrance
Event of Default
Exercise Notice
Exercise Period
Exit Event
Fair Market Value
Financial Year
Foreign Investment License
Group
Holding Company
Independent Valuer
Information Rights
Investment Amount
Investment Period
Investor Director
IPO
Key Management
Material Adverse Change
Ministry of Commerce
New Securities
Option
Parent Company
Parties
Permitted Transferee
Pre-emption Rights
Purchase Price
Related Party
Reserved Matters
SAGIA
Sale Shares
Shareholder
Shareholders' Agreement
Shares
Sharia Supervisory Board
Subscription Amount
Subsidiary
Tag-Along Notice
Tag-Along Right
Target Company
Term
Territory
Transfer
Valuation
Warranties

Clauses

Relevant Industries

Technology

Manufacturing

Healthcare

Real Estate

Financial Services

Renewable Energy

Infrastructure

Tourism

Education

Retail

Logistics

Mining

Agricultural Technology

Entertainment

Relevant Teams

Legal

Finance

Corporate Development

Investment

Compliance

Risk Management

Strategy

Board Secretariat

Corporate Finance

Mergers & Acquisitions

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Chief Legal Officer

Investment Director

Corporate Finance Manager

Legal Counsel

Investment Manager

Business Development Director

Strategy Director

Compliance Officer

Board Member

Managing Director

Finance Director

Corporate Secretary

Risk Manager

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Authors

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