Joint Holder Agreement Template for India

1. Asset Management: Detailed provisions for managing specific types of assets - include when agreement covers complex assets like business interests or investment portfolios

2. Income and Expenses: Provisions for sharing income and expenses - include when there are regular financial implications

3. Transfer Restrictions: Restrictions on transfer of interests - include when parties want to limit ability to transfer shares

4. Right of First Refusal: Procedure for offering shares to other holders before external transfer - include when parties want to maintain control over ownership

5. Bank Account Operations: Specific provisions for joint bank accounts - include when agreement covers bank accounts

6. Investment Decisions: Framework for making investment decisions - include when agreement covers investment assets

7. Tax Matters: Provisions for handling tax implications - include when significant tax considerations exist

8. Power of Attorney: Provisions for appointing attorney for joint holding matters - include when needed for operational efficiency

1. Schedule 1 - Asset Details: Detailed list and description of all jointly held assets

2. Schedule 2 - Ownership Proportions: Detailed breakdown of ownership shares for each asset

3. Schedule 3 - Authorized Signatories: List of authorized signatories and their powers for operating joint accounts

4. Schedule 4 - Operating Procedures: Detailed procedures for day-to-day operation of joint holdings

5. Appendix A - Communication Protocol: Detailed protocol for communications between joint holders

6. Appendix B - Forms and Notices: Standard forms for various notices and requests under the agreement