INVESTMENT AGREEMENT

by | Feb 21, 2023 | Samples legal papers

INVESTMENT AGREEMENT

This Investment Agreement (the “Agreement”) is entered into as of January 1, 2021, (hereinafter, “Effective Date”) by and between Bubbari, ,  (hereinafter the “Company”) Owner ……………………… QID: ……………………… holding  the  Bank Account  in …………………………… of __________________address and  ___________________(hereinafter the “Investor” of _______________address. The Company and Investor collectively referred to as the “Parties” or individually as the “Party” and includes that Party’s successors and assigns.

                                             Between 

Investor Mr./Ms. ………………………  QID: …………….   Holding the Investment Amount ……………………. In Bank ……………  ready to invest    and provide financial stability and established to promote Bubbari Online App for   development and increasing capital for small businesses enterprise “Bubbari Online App”.

RECITALS

Whereas the Parties now wish to enter into this Agreement wherein the Investor will invest ____________QAR(hereinafter the “Investment” ) in the Company in the form of a profit sharing loan, in line with the terms of this Agreement.

the First Party have accepted that the Investor is to carry out an investment in the Company through the disbursement of new equity in the company representing ……. % [include percentage] of the share capital for an amount of …………………. [include amount QAR], plus a share premium of QAR ……….., so that the total investment is QAR ……………………….

Whereas Clause I, and likewise for the purposes of the Agreement of the Company, the Parties hereto have convened to sign this Agreement subject to the following:

In consideration of covenants and agreements contained in this agreement, and other good and valuable consideration, the receipt of which is hereby acknowledged, Parties agree to the following terms and conditions and to be bound thereby:

CLAUSES

  1. PURPOSE OF THE CONTRACT

The purpose of this contract is to regulate the characteristics of the investor’s participation in the capital of the First Party “Bubbari”, pursuant to the terms and conditions set forth in Clause 2

  1. TERM

This Agreement shall be valid from the Effective Date until  ________________(hereinafter  the “Term”).

  1. Initial Categorization & Service.
  1. The Investor hereby appoints the Person: Mr/Ms……………(hereinafter the “Appointee”)   in accordance with the investment strategy and as agreed by the both parties to purse the Iinvestment details.. and accepted by the Owner Bubbari M/S.………… and Investor Mr/Ms….…………. The Appointee Investor can either be treated as Eelective(Ppassive) Iinvestor or Aactive Iinvestor.  
  2. As an Aactive Iinvestor, they Investor appointed person can request at any time, the Company’s financial details to showing the Company’s progress in probability of the Company and progress in and capital structure.  
  3. In the case of a Ppassive Iinvestor, the Company first party “Bubbari” will share the Investment and the decided Investment interest share capital percentage at end of the fiscal year.
  4.  The Investor must be informed and agreed on about the small, medium, higher risk, and  other related or  associated risk which maycan be possible incurred by regarding the Iinvestment in project and suitability advised to resolve the issues as soon as possible. 
  5. The Investor may agrees that the Company First Party Official may withhold their financial information including but not limited to and verify the Investor’s his/her identity and financial standing and marketing they’re by his/ her Name if  the  Iinvestor agrees.  
  6. The Investor warrants and guarantees that they haves expertise, experience and knowledge to understand the risk that they may incur herein and agree to must be involved into future investment if required. The Investor agrees to indemnify, hold harmless and defend the Company and its directors, officers, employees, and agents from and against any action, claim, demand, or liability, including reasonable attorney’s fees and costs, arising from such risk herein. 
  7.  
  8. By Accepting the Mutual understanding, Investor can invest higher amount in case of new product development and marketing of the Brand which generate higher profitability. 
  9. The Investor has a right to raise a inform the concern regarding the Company’s financial information in writing if they are he/ she is not satisfied with the Company’s financial reporting. 
  10.  In the event the case, Investor has changes the Appointee, m appoint personal, they must promptly inform the Company.first party must be informed, so accurate financial information to the investor.  

3)  Investment

3.1) In respect of the Investor’s Portfolio:

  1. The Investor foregoes and waives any claim to a fixed rate of interest on his loan to the Company, in exchange for profit related interest equal to ________% of all the profits, rights, interests and/or gains generated by the Investment during the Term (hereinafter the “Return (s)”). The Investment amount shall be paid within ____________from the Effective Date.
  1. The Investor shall make the Investment transfer cash to the Company First Party (by means of electronic transfer, Cheques or Cash subject to under the mutual understanding of both parties) on or before the Execution Date and shall provide proof of the said transfer or deposit where applicable. at same time official submission of agreement form and copy of reception letter for fund transfer.   
  2. The Investor has right to invest further amounts e.g in case of new product development and marketing of the Brand which generate higher profitability. This further investment will be which is treated as a separate investment and the parties must agree in writing on the terms that will govern the said further investment. in this service with reference date Initial investment return must be calculated separately which do not include the future investment as specific with the date of investment. Future investment return and Percentage will be mutually agreed before making investment in this service. 
  3. The Investor may not impose the decision on the Company First party to investment in  a loss making product.  
  4. The Investor will have no right to withdraw the Iinvestment amount from the companies during the …….   for a period of 1 Year  from the Effective Date. Time After the said 1 year, the Investor may withdraw the Investment after serving a 30 day’s written notice to the Company and the Company will be with notice of First party according to agreement period and first party is liable to pay the full Investment amount owing to the Investor  along with the agreed profits percentage due at the time. 

  3.2) In the event case ,the Investmentor amount is not contributed and invest in 

         the Company business and according to the business strategy and agreed 

         investment policy within the initial period, the. Investor has a right 

         to request the refund of the Iinvestment amount or provide 

         an appropriate investment   strategy to generate profitability by 

         applying alternative investment strategy. 

3.3) The Investor will be provided with the multiple investment exposure by the Company first Party and future development of investment portfolio depending on the profits percentage and agreed return. The Company First party will provide complete description and documentation of investment portfolio with future return within 8 working days after the signature and receipt of the investment amount.

4) Service 

The Investor must be provided with Free Service regarding the investment strategy with complete discretion over the Iinvestmented amount, refunded amount, yearly return and all the transaction which effect the investmented amount.  The Investor must be aware of the Market situation and the Company first party will provide Free Service and market information regarding the future investment opportunities and Projects. 

5) Investment Strategy:

The Investor agrees that the Investment strategy and investment conditions will not be breacheds as a result of any event and circumstances. The Investor input and consultant will be highly appreciated in case of changing pricing strategy and change/ reduction in percentage of return on investment according to the market with mutual agreement between the parties.first party and second party.

6) Term Applicable and Execution policy 

 The Investor should be aware about the investment policy and rules which is established according to the market demand and investment rule and regulation. If the Iinvestor is investing any other commodities which is related to the Company’s first party business, they He/she has have to inform the Companyfirst party accordingly. The Investor hereby confirms that theyhe/she haves understoodand and read the execution policy which is mutually agreed by both parties. The Investor’s specific instruction regarding the execution of the Iinvestment amount shall be highly considered and should be according to the investment policy. The Investor recognizes that each individual aggregated transaction may operate to the advantage or disadvantage of the Investment.

7) Reports and valuations

The Investor is entitled to get periodic report after 6 months.The Investor must acknowledge the complete understating of the reports. The Investor must be informed regarding the Fair Value of Investment and future returns which provided the forecasted return and fair value. The Report must include the performance and valuation of the Iinvestment provided by the Iinvestor. The Investor has authority to audit   the   financial report and authentication and validation of the report will be guaranteed by the CompanyFirst Party.

8) Fees and expenses

 The Company has the discretion to charge the Investor fees in the event Any fees   will charge in case the Investor discloses the confidentially of thise Investment Aagreement including and First party will charges theapplicable legal fees. The Investor will have to bear the expense for an external auditor or financial advisor whoich provide the financial consultancy to the Investor regarding their Iinvestment.

9) Obligations of the Investor 

The Investor is obliged to provide the information which is basis forn the   declaration made by the Investor in their his/her application form includinges:

  1. A writtening   statement on whether or not the Iinvestor wishes to seek complete details of the Iinvestment on a mMonthly, or yearly basis.
  2. The Investor must provide a written declaration of any profit/ or return received on Iinvestment for a period of during 3years. time. 
  3. The Investors to provide the complete address and detail information to the Company first party which is accurate as dated on the Aagreement.

The Investor must inform on any change in the information which is provided in the application form. The Investor shall also inform the Company first party regarding the financial advice to prevent from future investment. The Investor is obligated to demand a complete feasibility report before making a future investment.

12) Material Interest & Conflicts

The Investor must ensure the fair treatment between both parties. The Investor must be aware of the  Company’s conflict-of-interest policy(s) by first party and agreed to understand the said policy(s)es. The Investor must not have or invest in the similar business or provide confidential data to any other parties in similar business to that of the Company. In the event thecase Iinvestor has already invested in similar business or hasve similar business, the Investor must make sure not conflict of interest arises therein. in connection with investment or transaction made in similar online services. The Investor must clarify the above   return and percentage clause which will not case the conflict of interest.

13) Termination, complaints, withdrawal and return of investments 

 This Agreement shall automatically terminate once the Investor has received their Investment, and all the agreed percentage or return from the Company First party and end of the agreement time period. The Investor must acknowledge in writing realize and provide the realization all due payment has been settled by from the CompanyFirst party.

Subject to Clause 3.1 (d), that limits the Investor from withdrawing the Investment prior to 1 year, either party may terminate this Agreement upon service to the other party of no less than 3 months’ notice in writing. If a party wishes to terminate the Agreement with less than these stated days, the other party reserves the right to charge costs that they have already paid in advance or incurred.

The termination of this agreement shall not discharge the liabilities accumulated by either party. Any Clauses intended by the parties or this Agreement to survive the termination of this Agreement shall survive the termination of this Agreement by whatever cause.

If the n case, Investor wishes to cancel the investment Aagreement, they investor must first notify the Company in writing First party with concrete reason to request for repayment of the fund.  In case of termination, by the Investor, before the Terms expires, the Company first party will charge the ………… QAR before the termination of agreement time period and no investment return will be paid. The Investor is obligated to pay any deduction charges which are enforced by the Company first party.

This Aagreement will be eligible if the Iinvestor wishes the withdrawal of all or uninvested cash excluding the investment fees which they he/she is are not entitled to withdraw (if they doubt or are not satisfied with investment strategy).  The agreement termination letter must be submitted before 3-month period as written notices. 

  1. In case of any material and confidential breaches by from the Investor, the Company first party must will notify the Investor of the breach through a 30 day’s written notice and require that the Investor remedy the breach within that 30 days’ notice period failure to which the Company may to clarify and explained otherwise First party is authorized to immediately terminate the Agreement. 
  2.  If the Investor is was declared the bankrupt or faces any legal case, that may affect this Agreement per the Company’s discretion, this Aagreement  willgreement will be subjected to terminationed unless the Investor provides the proof of clearance from the said charges and bankruptcy. 
  3. In case of any complaint from the Investor regarding the financial reporting, the Company first party must provide in-depth clarification to the Investor failure to which or the Investor will have the has right to terminate the Agreement contract and claim the Iinvested amount if the Fist party unable to provide in depth clarification of complaint. 
  4.  Incase of natural death of Investor, Heirs of investor must notify the First party will be able to arrange the investment amount within 90 days for heirs of the investor.

15) Consequences of termination 

The Investor is entitled to claim the complete documentation and net cash, or Realizable investment amount (after deduction and fees) as decided by the Company first party after the termination of the Aagreement. In other cases, the Company first party will be notified to re-claim the amount if the termination is done under breach of Aagreement and other circumstances.  

16) Information contained in the Investment Details

The Investor has taken all reasonable care to ensure that the facts stated in the Investment Details are true and accurate in all material respects and that there are no other facts whose omission would make any statement of fact in the Investment Details materially misleading or inaccurate. Certain information contained in the Investment Details has been obtained from published sources prepared by third parties. The Company First Party does id not accept or assume any responsibility for the accuracy or completeness of such information. No person has been authorized in connection with the investment opportunity described in the Investment Details to give any information or to make any representations other than as contained in the Investment Details, and, if given or made, such information or representation must not be relied upon as having been authorized. by third party. 

All statements of opinion or belief contained in the Investment Details and all views expressed and statements made regarding future events represent the First party will be assess and interpret information available to it as at the date of the Investment Details. 

 The information contained in the Investment Details should not be assumed to have been updated at any time after……………. and the provision of the Investment Details to the Investors does not constitute a representation by the Manager that such information will be or has been updated at any time after the date of the Investment Detail

20) Confidential information 

Neither party the First Party nor the Investor shall disclose to third parties’ information the disclosure of which by it would be or might be a breach of duty or confidence to any party other person. The parties  First party will at all times keep confidential all information acquired in consequence of the services provided under this Agreement, except for information which: 

  1. is in the public knowledge.
  2. it may be entitled or bound to disclose under compulsion of law or applicable regulation. 
  3. is requested by regulatory agencies (Like police and 

financial tax authorities); 

  1.  is given to its professional advisers & (Auditor) where reasonably necessary for the performance of their professional services.

The Investor will at all times keep confidential all information acquired from investee (First Party) pursuant to this Agreement except for information which falls within any of the categories set out in clause.

Signed by the duly authorized representative of the COMPANY
Signature:
Name:
Designation:
Date:……………………………………………………		 Signed by the duly authorized representative of the INVESTOR/INVESTOR

Signature:
Name:
Designation:
Date:…………………………………………………..

Investor Name CEO OF Bubbari

Date Date 

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