Private & Confidential
Agreement No. KFX-IA-0000
Date of issue —
Client Investment Agreement
Investment Agreement
KaraFX · Capital Management
This Investment Agreement (hereinafter the “Agreement”) is made on
It is entered into between:
(1) The Manager
| Company | |
|---|---|
| Account Manager |
— hereinafter referred to as the “Manager” —
and
(2) The Client
| Name | |
|---|---|
| Country | |
| Gender | |
| Telephone | |
— hereinafter referred to as the “Client” —
The Manager and the Client are hereinafter collectively referred to as the “Parties”.
| A | Investment Amount | EUR (two thousand five hundred euros) |
|---|---|---|
| B | Minimum Amount | EUR 2,500.00 (two thousand five hundred euros) |
| C | Fixed Term | Six (6) months from receipt of the investment capital |
| D | Minimum Return | 20% per month on the invested capital |
| E | Performance Fee | 20% of profits actually generated |
| F | Capital Protection | Insurance maintained with Lloyd’s of London |
| G | Broker / Cooperation Partner |
§ 1 Subject Matter of the Agreement
(1) The subject matter of this Agreement is the investment of capital provided by the Client for a fixed term, to be managed and invested by the Manager in accordance with the provisions of this Agreement.
(2) The investment shall have a fixed term of six (6) months commencing on the date on which the investment capital is actually received by the Manager.
§ 2 Minimum Investment Amount
(1) The minimum investment amount to be provided by the Client shall be EUR 2,500.00 (in words: two thousand five hundred euros).
(2) Investments below this minimum amount shall not be accepted.
§ 3 Client’s Funding Obligation
(1) The Client undertakes to transfer the investment capital exclusively to the bank account or wallet designated in writing by the Manager.
(2) The investment shall only be deemed to have been validly made once the relevant amount has been irrevocably credited to the account or wallet designated by the Manager.
§ 4 Investment Strategy and Cooperation
(1) The investment shall be carried out within the framework of an operational cooperation between the Manager and [Name of Broker / Cooperation Partner] (hereinafter the “Broker”).
(2) Within the scope of the investment strategy agreed with the Client, the Manager shall independently determine, using due professional judgment, the specific allocation and deployment of the invested capital.
(3) The Client hereby authorizes the Broker, to the extent permitted by the applicable power of attorney and the contractual arrangements, to make all investment and trading decisions in the name and for the account of the Client that are necessary to implement the agreed investment strategy and to execute the corresponding transactions.
(4) The power of attorney shall include, in particular, the authority to place, amend and cancel purchase and sale orders, as well as to reallocate the invested capital within the scope of the agreed investment strategy.
(5) Any material change to the agreed investment strategy shall require the Client’s prior consent, unless otherwise permitted by applicable law or expressly agreed in this Agreement.
§ 5 Term and Termination
(1) This Agreement shall commence on the date on which the investment capital is actually received and shall have a fixed term of six (6) months.
(2) Ordinary termination during the fixed term shall be excluded.
(3) The right of either Party to terminate this Agreement for good cause with immediate effect shall remain unaffected, to the extent permitted by applicable law.
§ 6 Minimum Return and Calculation of Returns
(1) A minimum return of 20% per month on the invested capital shall be agreed.
(2) The return shall be calculated and accounted for on a monthly basis.
(3) Any calculation of the return shall be subject to the provisions of this Agreement, including the applicable Performance Fee and any legally required deductions.
§ 7 Capital Protection Insurance
(1) Capital protection insurance shall be maintained with Lloyd’s of London, subject to the terms and conditions of the applicable insurance policy.
(2) The insurance shall apply exclusively within the scope and subject to the conditions, exclusions and limitations of the relevant insurance policy.
(3) The Manager shall provide the Client, upon request, with appropriate evidence of the existence and continued maintenance of the insurance coverage.
§ 8 Manager’s Obligations
The Manager shall, in particular:
(a) manage and invest the invested capital with due professional care and in accordance with generally accepted commercial standards;
(b) provide the Client with monthly statements showing the development and, where applicable, the results of the investment;
(c) maintain the capital protection insurance referred to in § 7 throughout the term of this Agreement, subject to the terms of the applicable insurance policy; and
(d) act in accordance with the investment strategy agreed with the Client and the applicable contractual and legal requirements.
§ 9 Client’s Obligations
The Client shall, in particular:
(a) provide the agreed investment amount in full and on time;
(b) provide the Manager and/or Broker with all information and documentation reasonably required for the proper implementation of the investment and for compliance with applicable legal and regulatory requirements; and
(c) provide the Broker with the Client’s tax identification number (Tax ID), where required by applicable law.
§ 10 Fees and Taxes
(1) The Manager shall receive a Performance Fee of 20% of the profits actually generated by the investment.
(2) The Performance Fee shall be calculated monthly on the basis of the profit determined for the relevant calculation period and shall be separately invoiced to the Client. Any Performance Fee accrued and remaining unpaid at the end of the contractual term shall be paid in full prior to any distribution of the relevant amount to the Client.
(3) The Client shall provide the Broker with the Client’s tax identification number (Tax ID). To the extent required by applicable law, the Broker shall report investment income and related tax amounts to the competent tax authority and, where legally required and authorized, withhold and remit the relevant amounts.
(4) The Client shall be responsible for all taxes payable by the Client in connection with the investment and any investment income. Where taxes are required to be withheld prior to payment or distribution, the relevant amount may, to the extent legally permissible and required, be withheld from the amount otherwise payable to the Client and remitted to the competent tax authority.
(5) The Client’s personal tax obligations shall remain unaffected by any reporting, withholding or remittance carried out by the Broker. The Client shall remain responsible for complying with all personal tax filing and reporting obligations applicable to the Client, except to the extent that such obligations are legally assumed by the Broker or another competent party.
(6) The Parties acknowledge that the specific tax treatment of investment income may depend on the Client’s jurisdiction, tax status, investment structure and the role performed by the Broker. The Parties shall therefore ensure that any withholding, reporting and tax-remittance provisions are consistent with the applicable legal and regulatory requirements.
§ 11 Final Provisions
(1) This Agreement constitutes the entire agreement between the Parties with respect to its subject matter and supersedes all prior discussions, correspondence and arrangements relating thereto.
(2) Amendments and supplements to this Agreement, including this written form requirement, shall be made in writing.
(3) Should any provision of this Agreement be or become invalid or unenforceable, the remaining provisions shall remain in full force and effect. The invalid or unenforceable provision shall be replaced by a valid provision that most closely reflects the commercial intent of the Parties.
(4) This Agreement may be executed in counterparts, including electronic counterparts, each of which shall be deemed an original, and all of which together shall constitute one and the same instrument.
Execution
IN WITNESS WHEREOF, the Client has executed this Agreement as of the date first written above.
Place of signature:
By signing below, the Client confirms that the Client has read this Agreement in full and agrees to be bound by its terms.
The Manager
KaraFX
Account Manager Thomas Anderson
For record only — no manager signature required
The Client
Fransien Aucamp
Client signature
Executed original
Download signed PDF
The PDF includes the completed particulars, the full agreement, and the signatures applied above.