PLAYBOOK TEMPLATES
Investment Subscription Agreement
An Investment Subscription Agreement sets the terms for an investor‚ purchase of securities in a company or fund. This playbook addresses representations, closing conditions, and investor rights under applicable securities laws.
Finance & Capital Markets
Issue & Concept List
Representations & Warranties
Affirmative & Negative Covenants
Events of Default
Termination Provisions
Indemnity & Liability Caps
Security & Collateral
Governing Law & Jurisdiction
Interest Rates & Fees
Confidentiality & Data Protection
Assignment & Transferability
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What you get in this playbook
1
Representations & Warranties
Statements of fact or legal status each party makes to allocate risk and influence pricing.
2
Affirmative & Negative Covenants
Ongoing promises outlining actions parties must or must not take during the contract term.
3
Events of Default
Triggers that allow acceleration or enforcement remedies if contractual obligations are breached.
4
Termination Provisions
Rights and obligations relating to ending the agreement before its natural expiry.
5
Indemnity & Liability Caps
Mechanisms to allocate risk for losses and cap financial exposure between the parties.
6
Security & Collateral
Assets or guarantees provided to secure obligations under the finance agreement.
7
Governing Law & Jurisdiction
Choice of legal system and forum for dispute resolution.
8
Interest Rates & Fees
Pricing terms including rate formula, margins, and any ancillary fees.
9
Confidentiality & Data Protection
Requirements for handling sensitive information and personal data in transactions.
10
Assignment & Transferability
Rules governing a party’s ability to transfer rights or obligations under the agreement.
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