Investment Club Partnership Contract



Investment Club Partnership Contract

This contract serves as a binding agreement among all Partners concerning an investment club, the purpose of which is to invest assets in stocks using sound financial reasoning. The investment club shall be called {Name} and will officially begin on {Date}, to be renewed every year on {Date}.

Investment
A minimum investment of ${amount} will be required to join, although the amount may not exceed {amount}% of the total capital of all Partners. Further investments may be made on a {weekly, monthly, etc.} basis. Partners shall receive returns or lose profits based on the percentage of their investment in relation to the rest of the club. Shares are non-transferrable unless approved by a majority vote from the Partnership.

Meetings
Meetings shall be held on a {monthly, quarterly, etc.} basis at {time} and {place}. During that time, Partners may view the accounts, vote on a bank or depository for funds, make decisions about withdrawals, and allocate a broker or bookkeeper. Decisions to admit or terminate a partner, request an audit, make changes to the contract or transfer funds will require a {percentage} vote to pass.
While the majority vote will determine the outcome of proposals and disagreements, a Partnership Chairman will have the power to veto or mediate divisive measures, and will serve as presiding officer. The Chairman will be elected by majority vote and serve from {date} to {date}, after which new elections will commence. A Chairman may serve no more than {number} terms.

Meetings shall adhere to the following rules:
  • Point
  • Point
  • Point
  • Point

Restrictions
-          {Name} Investment Club is restricted to {number} Partners.
-          No Partners shall be brokers.
-          Partners shall not be compensated for their contributions or services to the Club
-          No Partner shall sell or invest his or her shares without the approval of the Partnership






(Partner’s Name)

(Partner’s Signature)

(Date)





(Partner’s Name)

(Partner’s Signature)

(Date)





(Partner’s Name)

(Partner’s Signature)

(Date)





(Partner’s Name)

(Partner’s Signature)

(Date)





(Partner’s Name)

(Partner’s Signature)

(Date)

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