Governance and LegalIndex
Governance covers the board and management instruments, disclosure obligations, and investor rights.
Start here: Corporate Governance Documents
Board and management oversight
Corporate Governance Documents is the entry point: the board mandate, committee charters, and code of business conduct that govern the group. The Audit Committee Mandate sets out that committee's composition and responsibilities in more detail, while the Tripartite Management Structure describes the functional separation between development, compliance, and capital management that the board oversees. [[auditors-transfer-agent-registrar|Auditors, Transfer Agent, and Registrar]] covers the three external roles the structure depends on.
- Corporate governance documents — Board mandate, committee charters, and code of business conduct.
- Audit committee mandate — The audit committee's composition and responsibilities.
- Tripartite management structure — The functional separation between development, compliance, and capital management.
- Auditors, transfer agent, and registrar — Roles of the auditor, transfer agent, and registrar.
Investor Rights and Voting
The Investor Relations Policy is the entry point: how the group communicates with limited partners day to day. [[statutory-rights|Statutory Rights]] sets out the baseline protections — rescission, damages, and the rights that attach to different distribution channels — that apply regardless of what a partnership agreement says. [[special-resolutions-and-general-partner-removal|Special Resolutions and General Partner Removal]] and Meetings of Limited Partners describe the mechanics investors actually use to exercise those rights — the vote threshold and matters a Special Resolution governs, and how a meeting is called, noticed, and voted. [[limited-partner-eligibility-representations|Limited Partner Eligibility Representations]] closes the loop: the ongoing representations each investor makes to remain eligible, and the forced-sale procedure if their circumstances change.
- Investor relations policy — The investor relations policy.
- Statutory rights — Statutory investor rights: rescission, damages, and the rights that attach to different distribution channels.
- Special resolutions and general partner removal — The Special Resolution vote threshold, the matters it governs, the conditions for removing the general partner, and amendment protections.
- Meetings of limited partners — How limited partners call, notice, and vote at a meeting of the partnership.
- Limited partner eligibility representations — The ongoing tax and regulatory representations each limited partner makes, and the forced-sale procedure if they change.
Conflicts and Required Disclosures
[[fees-to-affiliates-and-conflicts-of-interest|Fees to Affiliates and Conflicts of Interest]] is the entry point: the net-asset-value fee prohibition and the rule limiting fees paid to promoter affiliates. Material Contracts, Legal Proceedings, and Experts complete the disclosure record a prospective investor would review alongside it — the contracts the group has entered into, any legal proceedings on file, and the named experts whose work the disclosure record relies on.
- Fees to affiliates and conflicts of interest — The net-asset-value fee prohibition and the rule limiting fees to promoter affiliates.
- Material contracts — Material contracts disclosure.
- Legal proceedings — Legal proceedings disclosure.
- Experts — Named experts disclosure.