Investment Partnership Agreement Template for Switzerland

1. Key Person Provisions: Required when specific individuals are crucial to the partnership's success, defining their commitments and consequences of departure

2. Co-Investment Rights: Used when partners may have rights to co-invest in specific opportunities

3. Advisory Board: Included when the partnership structure includes an advisory board, defining its composition and role

4. ESG Provisions: Environmental, Social and Governance criteria for investments, included when ESG is a focus

5. Regulatory Compliance: Detailed compliance obligations when the partnership is subject to specific regulatory regimes

6. Insurance Requirements: Specific insurance obligations when required by the nature of investments or operations

7. Competition and Non-Solicitation: Required when partners need to be restricted from competing activities

8. Partnership Representative: Needed for tax purposes in certain structures, particularly with international partners

1. Schedule 1 - Initial Capital Contributions: Detailed breakdown of each partner's initial capital commitment and timing

2. Schedule 2 - Investment Guidelines: Detailed investment criteria, restrictions, and procedures

3. Schedule 3 - Management Fee Structure: Calculation and payment terms for management fees

4. Schedule 4 - Distribution Waterfall: Detailed mechanics of profit distribution and carried interest calculations

5. Schedule 5 - Valuation Policy: Methodology for valuing partnership assets and interests

6. Schedule 6 - Form of Subscription Agreement: Template for admitting new partners

7. Schedule 7 - AML and KYC Requirements: Anti-money laundering and know-your-customer procedures

8. Schedule 8 - Reporting Templates: Standard formats for financial and performance reporting

9. Appendix A - Power of Attorney: Standard form of power of attorney for partnership matters

10. Appendix B - Compliance Manual: Detailed compliance procedures and requirements