Define: Formation Cost

How is Formation Cost defined in a legal contract?

• Formation Cost means the preliminary expenses including regulatory and registration fees, expenses related to the authorization, execution, and registration of the foundational documents, legal costs, and the costs of printing, circulating, and publishing the offering document. It also consists of the announcements describing the scheme and any other costs incurred until the end of the initial period. Seen in 366 SEC filings
• Formation Cost means all upfront and floatation expenses of the scheme including costs associated with authorizing the scheme, the execution, and registration of the constitutive document, legal fees, printing, circulation and publication of the offering document and all expenses incurred during and until the end of the initial period. Seen in 29 SEC filings
• Formation Cost means all expenses incurred in relation to the establishment and registration of the fund, including the execution and registration of the Constitutive Documents, legal costs, printing, circulating, and publishing the offering document, and all expenses incurred during the initial offering period. Seen in 27 SEC filings
• Formation Cost means all preliminary expenses like regulatory and registration fees. Seen in 20 SEC filings
• Formation Cost means all preliminary and flotation expenses until the end of the initial period, including costs related to the authorization of the scheme, the execution, registration of the constitutive document, the publication of the offering document, and all other incurred expenses. Seen in 12 SEC filings
• Formation Cost means all preliminary costs, registration fees, flotation expenses of the scheme, and expenses related to the authorization of the scheme. Seen in 11 SEC filings
• Formation Cost means all preliminary and flotation expenses of the fund including expenses of authorizing the scheme, executing, and registering the constitutive document, issuing, circulating and publishing the offering document, and all other costs incurred during and until the end of the initial period. Seen in 10 SEC filings

Note: The Genie AI Legal Assistant pulled this data out of the SEC EDGAR Database of 500,000 records from the past 22 years of filings. We regularly update this page as new filings and definitions come in.

Search EDGAR for 'Definitions of formation cost' yourself to verify these results. We are always keen to point people to source documents.

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Which definition should you use?

🤔 Our AI Legal Assistant has combined and improved the above descriptions to create market-standard 'Genie definitions' below, with guidance on which documents and which industry to use for each.

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Genie Definition 1

• Formation Cost means all initial expenses of preparing, enforcing and circulating [Scheme/Offer Document] including regulatory and registration fees, legal costs, and document execution.

Relevant Contract Types

• Business Formation Agreement
• Partnership Agreement
• Investment Agreement
• Joint Venture Agreement
• Acquisition Agreement

Relevant Circumstances

• Starting a new business venture or project
• Forming new partnerships or joint ventures
• Registering a new scheme or fund
• Executing a new offering document

Relevant Sectors

• Finance
• Real Estate
• Startup
• Investment Banking
• Private Equity

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Genie Definition 2

• Formation Cost means all initial expenses related to the setup, registration and management of [Fund/Scheme] until the end of an initial period.

Relevant Contract Types

• Fund Formation Agreement
• Management Contract
• Consulting Services Agreement
• Partnership Agreement

Relevant Circumstances

• Establishing a new fund or scheme
• Contracting management or consulting services for a particular period
• Establishing a new investment structure

Relevant Sectors

• Finance
• Consulting
• Investment Management
• Private Equity

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