Equity Distribution Agreement Template for India

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Equity Distribution Agreement

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Equity Distribution Agreement

"I need an Equity Distribution Agreement for our Mumbai-based technology company planning to distribute equity shares through a syndicate of three domestic distributors, with a planned distribution starting March 2025 and including specific provisions for online subscription platforms."

Document background
The Equity Distribution Agreement serves as a critical document in Indian capital markets, establishing the framework for companies to distribute their equity securities through designated distributors. This agreement is essential when companies seek to expand their shareholder base, raise capital, or facilitate secondary market trading of their securities. It must comply with various Indian regulations, particularly those set by SEBI, the Companies Act 2013, and relevant securities laws. The document is typically used during initial public offerings (IPOs), follow-on public offerings, or private placements, and includes detailed provisions for distribution mechanics, regulatory compliance, risk management, and settlement procedures. The agreement's structure reflects the specific requirements of Indian securities law while incorporating international best practices in equity distribution.
Suggested Sections

1. Parties: Identification of the issuer, distributor(s), and other relevant parties to the agreement

2. Background: Context of the agreement, including the issuer's business and intention to distribute equity securities

3. Definitions: Definitions of key terms used throughout the agreement

4. Appointment and Scope: Appointment of distributor(s) and scope of their authority to distribute equity securities

5. Terms of Distribution: Core terms including distribution period, territory, and nature of distribution arrangement

6. Pricing and Commission: Pricing mechanism for the equity securities and commission structure for the distributor

7. Regulatory Compliance: Obligations regarding compliance with SEBI regulations and other applicable laws

8. Representations and Warranties: Standard and specific representations and warranties from all parties

9. Distribution Procedures: Detailed procedures for marketing, subscription, and allocation of securities

10. Settlement and Payment: Procedures for settlement of transactions and payment mechanisms

11. Indemnification: Mutual indemnification provisions for breach of obligations

12. Term and Termination: Duration of the agreement and circumstances for termination

13. Confidentiality: Protection of confidential information exchanged during the distribution process

14. Governing Law and Jurisdiction: Specification of Indian law as governing law and jurisdiction for disputes

15. Notices: Process for serving notices under the agreement

16. General Provisions: Standard boilerplate provisions including assignment, amendments, and severability

Optional Sections

1. International Distribution: Additional provisions for cross-border distribution, required when securities are offered internationally

2. Syndication: Provisions for multiple distributors working in syndication, needed when multiple distributors are involved

3. Green Shoe Option: Provisions for over-allotment option, included when oversubscription is anticipated

4. Lock-up Provisions: Restrictions on sale of securities by certain shareholders, included for market stability

5. Market Making: Obligations for market making activities, required for certain types of listings

6. Electronic Distribution: Specific provisions for online distribution platforms, needed for digital distribution

7. Force Majeure: Provisions for unforeseen circumstances affecting distribution, optional but recommended

Suggested Schedules

1. Schedule 1 - Securities Description: Detailed description of the equity securities being distributed

2. Schedule 2 - Commission Structure: Detailed breakdown of commission rates and calculation methods

3. Schedule 3 - Distribution Territory: Specific definition of geographical areas covered by the distribution

4. Schedule 4 - Marketing Materials: Guidelines and templates for marketing materials

5. Schedule 5 - Compliance Requirements: Detailed regulatory compliance checklist and requirements

6. Schedule 6 - Key Personnel: List of key personnel involved in the distribution process

7. Appendix A - Standard Forms: Standard forms for subscription, KYC, and other required documentation

8. Appendix B - Due Diligence Checklist: Checklist for due diligence requirements

9. Appendix C - Reporting Templates: Templates for required periodic reports and disclosures

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

Relevant legal definitions
Clauses
Relevant Industries

Financial Services

Banking

Securities and Capital Markets

Corporate Services

Legal Services

Technology

Manufacturing

Real Estate

Healthcare

Energy

Telecommunications

Retail

Infrastructure

Relevant Teams

Legal

Finance

Compliance

Corporate Secretarial

Risk Management

Treasury

Corporate Development

Investor Relations

Regulatory Affairs

Capital Markets

Relevant Roles

Chief Financial Officer

Company Secretary

Legal Counsel

Compliance Officer

Investment Banker

Corporate Finance Manager

Equity Capital Markets Director

Distribution Head

Securities Lawyer

Regulatory Affairs Manager

Finance Director

Managing Director

Chief Executive Officer

Risk Manager

Treasury Manager

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Private Equity Employment Agreement

An Indian law-governed employment agreement for private equity professionals, covering standard terms and PE-specific provisions including carried interest and co-investment rights.

find out more

Equity Compensation Agreement

An Indian law-governed agreement establishing terms for granting equity-based compensation to employees, including vesting conditions and regulatory compliance requirements.

find out more

Sweat Equity Contract

An Indian law-governed agreement for issuing equity shares to employees/directors in lieu of their non-monetary contributions to the company.

find out more

Simple Agreement For Equity

An Indian law-compliant investment agreement providing rights to future equity in early-stage companies, commonly used in startup funding.

find out more

Equity Line Agreement

An Indian law-governed agreement establishing an investor's commitment to provide staged equity funding through share purchases, subject to SEBI regulations.

find out more

Equity For Services Agreement

An Indian law-governed agreement defining terms for services provided in exchange for company equity, including service scope, equity terms, and compliance requirements.

find out more

Earned Equity Agreement

An Indian law-compliant agreement outlining terms for earning company shares through performance or time-based criteria, subject to Companies Act and SEBI regulations.

find out more

Co Founder Equity Agreement

An Indian law-governed agreement establishing equity distribution and rights among company co-founders, defining ownership structure and operational terms.

find out more

Equity Agreement Contract

An Indian law-governed agreement for equity share issuance or transfer, detailing investment terms and shareholder rights under the Companies Act 2013.

find out more

Equity Shares Agreement

An Indian law-governed agreement establishing terms for equity share issuance, transfer, or subscription, including shareholder rights and obligations.

find out more

Private Equity Purchase Agreement

An Indian law-governed agreement documenting terms and conditions for private equity investment, including share purchase, warranties, and post-closing obligations.

find out more

Phantom Stock Option Agreement

An Indian law-governed agreement that provides employees with financial benefits linked to company stock value without actual share transfer.

find out more

Startup Equity Contract

An Indian law-governed agreement establishing terms for equity investment in startups, including share allocation, investor rights, and regulatory compliance.

find out more

Phantom Stock Award Agreement

An Indian law-governed agreement establishing terms for granting phantom stock units as employee compensation, simulating stock ownership without actual equity transfer.

find out more

Equity Share Contract

An Indian law-governed agreement for the issuance or transfer of equity shares, outlining share terms, rights, and obligations under Companies Act 2013.

find out more

Equity Incentive Agreement

An Indian law-governed agreement establishing terms for granting equity-based incentives to employees, including grant details, vesting conditions, and regulatory compliance requirements.

find out more

Convertible Agreement Regarding Equity

An Indian law-governed investment agreement that enables conversion of invested funds into equity shares at a future date, subject to specified terms and conditions.

find out more

Equity Stake Agreement

An Indian law-governed agreement documenting the terms and conditions of equity share purchase in a company, including share details, rights, and obligations of all parties.

find out more

Equity Release Agreement

An Indian law-governed agreement allowing property owners to access their property's equity value while maintaining residency rights.

find out more

Private Equity Shareholders Agreement

An Indian law-governed agreement establishing rights and obligations between private equity investors, target company, and existing shareholders.

find out more

Equity Buyout Agreement

An Indian law-governed agreement detailing the terms and conditions for the purchase and sale of equity shares in a company, including purchase price, warranties, and completion mechanics.

find out more

Private Equity Investment Agreement

An Indian law-governed agreement documenting terms and conditions of private equity investment, including investment structure, rights, and obligations of all parties.

find out more

Phantom Stock Agreement

An Indian law-governed agreement establishing a phantom stock plan that provides employees with benefits of stock ownership without actual equity transfer.

find out more

Standby Equity Purchase Agreement

An Indian law-governed agreement establishing an investor's commitment to purchase company shares on a standby basis, subject to predetermined conditions and SEBI regulations.

find out more

Restricted Stock Unit Agreement

An Indian law-governed agreement establishing terms for granting Restricted Stock Units (RSUs) to employees, including vesting schedules and compliance requirements.

find out more

Equity Commitment Agreement

An Indian law-governed agreement establishing terms for equity investment commitment, including funding conditions, closing mechanics, and regulatory compliance requirements.

find out more

Employee Equity Agreement

An Indian law-governed agreement establishing terms for employee equity ownership, including grant details, vesting conditions, and regulatory compliance requirements.

find out more

Standby Equity Distribution Agreement

An Indian law-governed agreement enabling companies to raise capital through flexible, on-demand issuance of equity shares to predetermined investors.

find out more

Private Equity Agreement

An Indian law-governed agreement establishing terms and conditions for private equity investment, including investment structure, shareholder rights, and governance mechanisms.

find out more

Equity Participation Agreement

An Indian law-governed agreement defining terms and conditions for equity investment in a company, including shareholding rights, governance, and exit provisions.

find out more

Private Equity Subscription Agreement

An Indian law-governed agreement detailing terms and conditions for private equity investment in a target company through share subscription.

find out more

Equity Distribution Agreement

An Indian law-governed agreement establishing terms for equity securities distribution, compliant with SEBI regulations and Indian corporate law.

find out more

Equity Contribution Agreement

An Indian law-governed agreement detailing terms and conditions for equity investment in a company, including share allocation, rights, and obligations of all parties.

find out more

Equity Buyback Agreement

An Indian law-governed agreement detailing terms and conditions for a company's repurchase of its own shares from existing shareholders.

find out more

Equity Investment Agreement

An Indian law-governed agreement detailing terms and conditions for equity investment in a company, including share acquisition, investor rights, and governance structure.

find out more

Employee Stock Options Agreement

An Indian law-governed agreement establishing terms for granting company stock options to employees, including vesting, exercise conditions, and regulatory compliance requirements.

find out more

Equity Interest Transfer Agreement

An Indian law-governed agreement that documents and executes the transfer of equity interests between parties, ensuring regulatory compliance and protecting all stakeholders' interests.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: https://www.genieai.co/our-research
Oops! Something went wrong while submitting the form.

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our Trust Centre for more details and real-time security updates.