Other Guidelines & Forms
This page contains templates and resources on various issues including:
- Anti-money Laundering reporting template
- Non-Disclosure Agreement template
- AVCAL Trust Deed template
- VCLP resources
- FSR Licensing Requirements: guidance note
- AASB 1020 "Income Taxes": guidance note
- Responsible Investment: A Guide for PE and VC firms
Non-Disclosure Agreement
This template can be used as a guide to ensure that information given to investors is provided on the basis that the investor will maintain its confidentiality.
This is supplied by AVCAL to its members as a tool that can be adapted to individual members’ circumstances.
AVCAL Trust Deed
VCLP Resources
The AVCAL Standard VCLP is an attempt to codify the usual non-contentious terms in a Limited Partnership Agreement. Contentious issues will continue to be the subject of negotiation between GPs and LPs.
FSR Licensing Requirements Guidance Note
Compliance with the new FSR regime is complex and will require substantial time and resources. AVCAL and Allens Arthur Robinson have prepared a guidance note to help venture capital managers address this important issue.
Impact of AASB 1020 "Income Taxes" on private equity
The introduction of Revised Accounting Standard AASB 1020 for half years ending on or after 31 December 2002 and full years ending on or after 30 June 2003 will have a significant impact on tax disclosure and tax balances for funds and investee companies in a number of areas.
This is likely to affect investment funds or their investee companies. For a more detailed commentary about AASB 1020 consult your professional accounting advisers or refer to the linked document below.
Responsible Investment: A Guide for PE and VC firms
This publication by the BVCA, in conjunction with PricewaterhouseCoopers LLP and Waterman Group PLC, seeks to improve firms' understanding of environmental, social and governance (ESG) risks and opportunities.
The report shows how these can be managed within a structured investment framework and, therefore, supporting the incorporation of these issues into GPs' investment decisions and management of assets.