Investment Syndicate Agreement Template for Saudi Arabia

1. Sharia Advisory: Appointment and role of Sharia advisors, used when specific Islamic finance compliance oversight is required

2. Co-Investment Rights: Terms for co-investment opportunities, included when allowing members to invest alongside the syndicate

3. Key Person Provisions: Requirements related to key management personnel, used when success depends on specific individuals

4. Investment Committee: Structure and operation of an investment committee, used for larger syndicates

5. Foreign Investment Provisions: Additional terms for foreign investors, required when syndicate includes non-Saudi members

6. Exit Strategy: Detailed exit mechanisms, included for fixed-term investment syndicates

7. Digital Assets: Provisions for cryptocurrency or digital investments, used when relevant to investment strategy

1. Schedule 1 - Member Details: List of all members with their contribution commitments and contact information

2. Schedule 2 - Investment Policy: Detailed investment criteria, sectors, and geographical focus

3. Schedule 3 - Management Fee Structure: Detailed breakdown of management fees and expenses

4. Schedule 4 - Voting Rights: Detailed voting thresholds and procedures

5. Schedule 5 - Valuation Methodology: Procedures for valuing investments and syndicate interests

6. Appendix A - Subscription Agreement: Standard form for new members joining the syndicate

7. Appendix B - Sharia Compliance Guidelines: Detailed Islamic finance compliance requirements

8. Appendix C - Reporting Templates: Standard formats for regular financial and investment reports