Investment Club Partnership Agreement

How To Use

Investment club results have been overstated in the media. This to-do list is provided to inform you about the document in question and assist you in its preparation.

With this warning in mind, be sure to have an agreement in place if you enter into an investment club. Be sure all parties are signatories to the agreement. When a partner withdraws from the partnership, consider always requiring a hold harmless agreement from them to the partnership and all of the other parties as part of that withdrawal. This approach has been incorporated in the above document.

  • Make multiple copies. Keep one in a safe deposit box or home safe.  Give a copy to each member.