The Investment Club Operating Agreement serves as the foundational document for groups of individuals who wish to pool their resources for investment purposes in the United States. This agreement is essential for establishing clear guidelines and protecting member interests while ensuring compliance with SEC regulations and state securities laws. It typically covers membership criteria, capital contributions, investment strategies, profit distribution, and exit procedures. The document becomes particularly important when clubs grow beyond informal arrangements and need structured governance to manage their activities effectively.
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1. Parties: Identifies all members of the investment club and their contact information
2. Background: States the purpose of forming the investment club and general objectives
3. Definitions: Defines key terms used throughout the agreement
4. Club Organization: Establishes legal structure and governance framework
5. Membership: Details qualification requirements, admission procedures, and member rights
6. Capital Contributions: Specifies initial and ongoing contribution requirements
7. Investment Policy: Outlines investment objectives, strategies, and limitations
8. Management: Details voting rights and decision-making processes
9. Accounting and Records: Specifies record-keeping requirements and financial reporting
10. Dissolution: Procedures for club termination and asset distribution
1. Tax Matters: Additional provisions for tax treatment and reporting procedures when club expects complex tax situations or specific tax elections
2. Insurance: Coverage requirements and provisions when club activities warrant specific insurance protection
3. Broker Relationships: Terms governing relationships with brokers and financial institutions when club plans to work with specific brokers
4. Alternative Investments: Rules and procedures for non-traditional investments when club plans to invest in alternative assets
1. Schedule A - Member Registry: Current list of members and their contact information
2. Schedule B - Capital Accounts: Details of member contributions and account balances
3. Schedule C - Investment Guidelines: Detailed investment criteria and restrictions
4. Schedule D - Valuation Methods: Procedures for valuing different types of investments
5. Schedule E - Sample Forms: Templates for membership applications, withdrawals, and other standard forms
Relevant legal definitions
Agreement
Articles of Organization
Assets
Broker
Capital Account
Capital Contribution
Club
Club Property
Dissolution
Distribution
Effective Date
Fair Market Value
Fiscal Year
Initial Capital Contribution
Investment Objectives
Investment Policy
Investment Strategy
Majority Vote
Member
Membership Interest
Net Income
Net Loss
Officers
Operating Expenses
Percentage Interest
Permitted Investments
Portfolio
Profits and Losses
Quorum
Regular Meeting
Securities
Special Meeting
Subscription Agreement
Super Majority Vote
Transfer
Unit
Valuation Date
Withdrawal
Withdrawal Value
Articles of Organization
Assets
Broker
Capital Account
Capital Contribution
Club
Club Property
Dissolution
Distribution
Effective Date
Fair Market Value
Fiscal Year
Initial Capital Contribution
Investment Objectives
Investment Policy
Investment Strategy
Majority Vote
Member
Membership Interest
Net Income
Net Loss
Officers
Operating Expenses
Percentage Interest
Permitted Investments
Portfolio
Profits and Losses
Quorum
Regular Meeting
Securities
Special Meeting
Subscription Agreement
Super Majority Vote
Transfer
Unit
Valuation Date
Withdrawal
Withdrawal Value
Clauses
Formation
Membership
Capital Contributions
Voting Rights
Management
Investment Policy
Financial Matters
Record Keeping
Profit and Loss Allocation
Distributions
Transfer Restrictions
Admission of New Members
Withdrawal Rights
Dissolution
Indemnification
Confidentiality
Dispute Resolution
Amendment Procedures
Meeting Procedures
Tax Matters
Books and Records
Bank Accounts
Broker Relationships
Valuation
Liability Limitations
Representations and Warranties
Notice Requirements
Governing Law
Severability
Entire Agreement
Membership
Capital Contributions
Voting Rights
Management
Investment Policy
Financial Matters
Record Keeping
Profit and Loss Allocation
Distributions
Transfer Restrictions
Admission of New Members
Withdrawal Rights
Dissolution
Indemnification
Confidentiality
Dispute Resolution
Amendment Procedures
Meeting Procedures
Tax Matters
Books and Records
Bank Accounts
Broker Relationships
Valuation
Liability Limitations
Representations and Warranties
Notice Requirements
Governing Law
Severability
Entire Agreement
Relevant Industries
Relevant Teams
Relevant Roles
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