{"title":"Företagsöverlåtelse \u0026 M\u0026A – Mallar","description":"\u003cp\u003eMallar för företagsöverlåtelser, investeringar och transaktioner: aktieöverlåtelse, inkråmsöverlåtelse, avsiktsförklaring, investeringsavtal och joint venture. För due diligence, förhandling, signing och closing.\u003c\/p\u003e","products":[{"product_id":"aktieoverlatelseavtal-mallpaket-2026-word-pdf","title":"Share Purchase Agreement Template Package 2026 – Word\/PDF | Swedish Law","description":"\u003ch2\u003eShare Transfer Agreement Template Package 2026 – complete package for buying and selling shares\u003c\/h2\u003e\u003cp\u003eThis is a comprehensive template package for business owners, shareholders, and advisors who are going to carry out a transfer of shares in a Swedish private limited company. The package is designed to cover significantly more than just the basic details about the seller, buyer, number of shares, and purchase price. You get a complete workflow from pre-transaction due diligence to signed share transfer agreement, warranties, closing, settlement, due diligence, and post-transfer follow-up.\u003c\/p\u003e\u003cp\u003eAll documents are delivered in both editable Word format and PDF. In total, the package includes \u003cstrong\u003e6 separate documents and 40 professionally designed A4 pages\u003c\/strong\u003e.\u003c\/p\u003e\u003ch3\u003eWhat is included\u003c\/h3\u003e\u003cul\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eShare Transfer Agreement 2026\u003c\/strong\u003e – 12 pages with 28 agreement sections\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eWarranty Catalog\u003c\/strong\u003e – 8 pages with optional seller warranties and a liability matrix\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eClosing Minutes\u003c\/strong\u003e – 5 pages for closing and documentation of completed actions\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eSettlement Note\u003c\/strong\u003e – 4 pages as transaction and receipt documentation\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDue Diligence Checklist\u003c\/strong\u003e – 7 pages for checking the company before acquisition\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003ePost-Closing Checklist\u003c\/strong\u003e – 4 pages for share register, beneficial owner, Swedish Companies Registration Office, bank, and practical handover\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\u003ch3\u003eA more complete share transfer agreement\u003c\/h3\u003e\u003cp\u003eThe main agreement is designed for a negotiated transfer of all or part of the shares in a private Swedish limited company. The agreement contains clear fill-in fields and optional clauses so that it can be adapted for both a relatively simple transfer between existing shareholders and for a more advanced business transfer to an external buyer.\u003c\/p\u003e\u003cp\u003eThe agreement regulates, among other things, the parties, the company, which shares are being transferred, share class and voting rights, purchase price, payment terms, down payment, deferred payment, optional additional purchase price or earn-out, economic cut-off date, dividends, shareholder loans, and shareholder contributions.\u003c\/p\u003e\u003cp\u003eIt also includes conditions precedent, rules on how the business is to be conducted between signing and closing, seller and buyer deliveries at closing, transfer of title, share register, warranties, disclosure, claims procedure, penalties, de minimis, basket, liability cap, warranty periods, and specific indemnities.\u003c\/p\u003e\u003ch3\u003eConsent, right of first refusal, and pre-emption rights\u003c\/h3\u003e\u003cp\u003eOne of the most important checks in a share transfer is whether the articles of association or other binding agreements contain restrictions on the right to transfer shares. The package therefore has specific control points for \u003cstrong\u003econsent clauses, right of first refusal clauses, and pre-emption clauses\u003c\/strong\u003e.\u003c\/p\u003e\u003cp\u003eThe main agreement helps the parties document whether each clause is missing, has been handled before the transaction, or must be handled after the acquisition. There is also a specific warning that payment and final closing should not take place until these issues have been clarified.\u003c\/p\u003e\u003ch3\u003eWarranty catalog with liability matrix\u003c\/h3\u003e\u003cp\u003eIn more qualified share acquisitions, warranties are often a central part of the risk allocation between seller and buyer. The package therefore includes a separate warranty catalog that can be used as an appendix to the main agreement.\u003c\/p\u003e\u003cp\u003eThe warranty appendix covers, among other things:\u003c\/p\u003e\u003cul\u003e\n\n\u003cli\u003eseller's title and authority\u003c\/li\u003e\n\n\u003cli\u003ecorporate law and capital structure\u003c\/li\u003e\n\n\u003cli\u003eaccounts and financial information\u003c\/li\u003e\n\n\u003cli\u003etaxes and charges\u003c\/li\u003e\n\n\u003cli\u003ematerial agreements and financing\u003c\/li\u003e\n\n\u003cli\u003epersonnel, pensions, and collective agreements\u003c\/li\u003e\n\n\u003cli\u003eintellectual property and IT\u003c\/li\u003e\n\n\u003cli\u003edata protection and GDPR\u003c\/li\u003e\n\n\u003cli\u003epermits, compliance, and environment\u003c\/li\u003e\n\n\u003cli\u003edisputes and insurance\u003c\/li\u003e\n\n\u003cli\u003ereal estate and premises\u003c\/li\u003e\n\n\u003cli\u003erelated party transactions\u003c\/li\u003e\n\n\u003cli\u003eaccuracy of information\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\u003cp\u003eAfter each warranty area, there is space for concrete exceptions and disclosure. The appendix ends with a liability matrix where the parties can specify liability caps, de minimis, basket, warranty period, and special rules for, for example, title and tax warranties.\u003c\/p\u003e\u003ch3\u003eDue diligence before share purchase\u003c\/h3\u003e\u003cp\u003eThe separate due diligence checklist helps the buyer to carry out a structured check before the transaction. It covers corporate law, ownership, financial information, tax, material customer and supplier agreements, personnel, intellectual property, IT, data protection, permits, compliance, disputes, insurance, real estate, and transaction-specific issues.\u003c\/p\u003e\u003cp\u003eEach control point can be marked as OK, risk, or not relevant and supplemented with a risk description and proposed contractual action. Identified risks can then be managed through, for example, price adjustment, conditions precedent, warranty, specific indemnity, or a decision not to proceed with the transaction.\u003c\/p\u003e\u003ch3\u003eClosing minutes – document the closing\u003c\/h3\u003e\u003cp\u003eThe closing minutes are designed to reduce the risk that any central action is forgotten on the closing day. It contains checklists for conditions precedent, seller's deliveries, buyer's deliveries, payment, share certificates, pledges, board documents, share register, and post-transaction registrations.\u003c\/p\u003e\u003cp\u003eThe protocol can be used both at a physical closing meeting and for digital closing and ends with signature fields for both parties.\u003c\/p\u003e\u003ch3\u003eSettlement note\u003c\/h3\u003e\u003cp\u003eThe settlement note functions as a clear transaction and receipt document. It documents which shares were sold, transaction date, closing date, agreed purchase price, previous down payment, any price adjustment, retained portion or escrow, net amount to pay, and payment reference.\u003c\/p\u003e\u003cp\u003eThere are also fields for documenting share certificates, whether the acquisition has been proven to the company, and whether the buyer has been entered into the share register.\u003c\/p\u003e\u003ch3\u003eShare register and rights after acquisition\u003c\/h3\u003e\u003cp\u003eAfter the purchase is completed, the buyer needs to be able to prove their acquisition so that the board, or the person authorized by the board, can enter the new owner in the share register. The package contains specific sections for this, as well as for handling any share certificates.\u003c\/p\u003e\u003cp\u003eThe post-closing checklist also helps to check if the beneficial owner needs to be investigated and re-registered, and if, for example, the board, CEO, signatory, auditor, or address needs to be changed with the Swedish Companies Registration Office.\u003c\/p\u003e\u003ch3\u003ePurchase price and optional earn-out\u003c\/h3\u003e\u003cp\u003eThe main agreement can be used with a fixed purchase price, installment payment, or deferred payment. There is also an optional clause for additional purchase price or earn-out. The template explicitly reminds you that the measurement period, key figures, accounting principles, extraordinary items, audit rights, payment date, and maximum amount must be clearly defined if an earn-out is used.\u003c\/p\u003e\u003cp\u003eFor more advanced purchase price mechanisms such as net debt, normalized working capital, or locked-box, an exact calculation appendix should be prepared and professional advice considered.\u003c\/p\u003e\u003ch3\u003eTax and closely held companies\u003c\/h3\u003e\u003cp\u003eThe agreement contains a separate tax point where each party is responsible for their own tax consequences. For sellers of qualified shares in closely held companies, special rules can be very significant. Therefore, the documents remind you that the tax outcome should be checked separately and that the template package does not replace individual tax advice.\u003c\/p\u003e\u003ch3\u003eConfidentiality, non-compete, and non-solicitation\u003c\/h3\u003e\u003cp\u003eThe main agreement contains confidentiality rules for the transaction and non-public information. There is also an optional non-compete and non-solicitation clause. The clause is clearly marked as optional and contains a special warning that non-compete restrictions should not be used routinely but must be reasonable and legally permissible in the current transaction.\u003c\/p\u003e\u003ch3\u003eDesigned based on Swedish law\u003c\/h3\u003e\u003cp\u003eThe legal situation has been checked as of September 27, 2026. The package has been designed based on, among other things, the \u003cstrong\u003eSwedish Companies Act (2005:551)\u003c\/strong\u003e, the \u003cstrong\u003eContracts Act (1915:218)\u003c\/strong\u003e, the \u003cstrong\u003eSale of Goods Act (1990:931)\u003c\/strong\u003e, the \u003cstrong\u003eIncome Tax Act (1999:1229)\u003c\/strong\u003e, and the \u003cstrong\u003eTrade Secrets Act (2018:558)\u003c\/strong\u003e, as well as the rules on beneficial owners.\u003c\/p\u003e\u003cp\u003eThe Companies Act is particularly important because it regulates the transferability of shares, consent, right of first refusal, pre-emption, share register, and share certificates. The documents therefore contain control points for these issues in both the main agreement, the due diligence checklist, the closing minutes, and the post-closing checklist.\u003c\/p\u003e\u003ch3\u003eWho is the package for?\u003c\/h3\u003e\u003cp\u003eThe package is suitable for, among others, shareholders buying out or selling to another shareholder, entrepreneurs selling all or part of their limited company, holding companies carrying out internal or external share acquisitions, as well as small and medium-sized companies that need a structured basis for a change of ownership.\u003c\/p\u003e\u003cp\u003eIn the case of larger corporate acquisitions, complicated warranty issues, tax planning, international parties, regulated operations, or litigious situations, the agreement should always be reviewed and adapted by a qualified advisor.\u003c\/p\u003e\u003ch3\u003eWord and PDF included\u003c\/h3\u003e\u003cp\u003eAll six documents are delivered in editable Word format and corresponding PDF. The Word files are built with clear fill-in fields, optional clauses, checklists, and tables. The PDF files serve as reference, printouts, and examples of finished layout.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eTotal:\u003c\/strong\u003e 6 documents, 12 Word\/PDF files, and 40 A4 pages.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eDigital product:\u003c\/strong\u003e delivered as downloadable files. No physical product is sent.\u003c\/p\u003e\u003ch3\u003eImportant\u003c\/h3\u003e\u003cp\u003eThe documents are professional templates and working papers. They must be adapted to the current transaction. Always check the articles of association, shareholder agreement, share register, tax, financing, any regulatory requirements, and the actual conditions in the company before signing any agreement.\u003c\/p\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55513012339030,"sku":"AKTIEOVERLATELSE-2026","price":249.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/aktieoverlatelseavtal-mallpaket-2026-word-pdf.png?v=1790516409"},{"product_id":"inkramsoverlatelseavtal-mallpaket-2026-2027-word-pdf","title":"Asset Transfer Agreement Template Package 2026\/2027 – Word\/PDF | Swedish Law","description":"\n\u003ch2\u003eAsset Purchase Agreement Template Package 2026\/2027 – Word\/PDF under Swedish Law\u003c\/h2\u003e\n\u003cp\u003eThis is a professional template package for companies conducting an \u003cstrong\u003easset transfer\u003c\/strong\u003e – a transfer where the buyer acquires selected assets, rights, and potentially explicitly specified obligations from a business, rather than purchasing the shares of the company.\u003c\/p\u003e\n\u003cp\u003eThe package is \u003cstrong\u003ereviewed against current Swedish regulations and official guidance as of October 4, 2026\u003c\/strong\u003e, and designed as a working document for use during \u003cstrong\u003e2026\/2027\u003c\/strong\u003e. It contains both Swedish and English contract versions under Swedish law, as well as a separate detailed user guide.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eDelivery:\u003c\/strong\u003e 3 documents in both Word (DOCX) and PDF – a total of \u003cstrong\u003e6 files and 27 A4 pages\u003c\/strong\u003e. The product is delivered digitally as a downloadable ZIP file. No physical product is sent.\u003c\/p\u003e\n\n\u003ch3\u003eWhat is included\u003c\/h3\u003e\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eAsset Purchase Agreement 2026\/2027 – Swedish\u003c\/strong\u003e, 12 pages with 28 contract sections and 11 practical appendices.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eAsset Purchase Agreement 2026\/2027 – English \/ Swedish law\u003c\/strong\u003e, 9 pages for transactions where the parties wish to use English but apply Swedish law.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDetailed user guide\u003c\/strong\u003e, 6 pages with step-by-step instructions, checkpoints, and explanations of the most important legal choices.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eWhat does the main agreement regulate?\u003c\/h3\u003e\n\u003cp\u003eThe main Swedish agreement is structured to be adaptable to both a relatively simple business transfer and a more qualified asset deal. It contains clear fill-in fields, optional clauses, and separate appendices so that the parties can describe exactly what is to be transferred.\u003c\/p\u003e\n\u003cp\u003eThe agreement covers, among other things, parties and transaction, definitions, transferred assets, excluded assets, assumed and retained obligations, customer and supplier agreements, third-party consents, purchase price, payment mechanics, VAT, conditions precedent, operation of the business until closing, personnel, GDPR, transfer of title, seller and buyer warranties, claims, liability, specific indemnities, confidentiality, optional non-compete and non-solicitation clauses, optional transition support, accounting records, insurance, notices, assignment of the agreement, and dispute resolution.\u003c\/p\u003e\n\n\u003ch3\u003e11 appendices to reduce the risk of ambiguity\u003c\/h3\u003e\n\u003cp\u003eIn an asset transfer, it is particularly important not to settle for a general statement that the \"business assets\" are being transferred. The package therefore contains eleven appendices that make it possible to identify and document the deal concretely:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003efixtures and tangible assets,\u003c\/li\u003e\n\n\u003cli\u003einventory,\u003c\/li\u003e\n\n\u003cli\u003eagreements to be transferred,\u003c\/li\u003e\n\n\u003cli\u003eintellectual property rights,\u003c\/li\u003e\n\n\u003cli\u003ereceivables – optional appendix,\u003c\/li\u003e\n\n\u003cli\u003eassumed obligations,\u003c\/li\u003e\n\n\u003cli\u003epurchase price allocation,\u003c\/li\u003e\n\n\u003cli\u003epersonnel overview,\u003c\/li\u003e\n\n\u003cli\u003eclosing checklist,\u003c\/li\u003e\n\n\u003cli\u003edisclosures and warranty exceptions,\u003c\/li\u003e\n\n\u003cli\u003especific indemnities.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eVAT – updated assessment for 2026\u003c\/h3\u003e\n\u003cp\u003eThe template contains a specific and cautiously drafted VAT provision based on \u003cstrong\u003eChapter 5, Section 38 of the Value Added Tax Act (2023:200)\u003c\/strong\u003e. An asset deal is not automatically VAT-exempt simply because it is labeled as a business transfer. The conditions must be assessed based on the specific transaction.\u003c\/p\u003e\n\u003cp\u003eThe agreement therefore instructs the parties to assess before closing whether the transfer is wholly or partially covered by the rules on business transfers and to handle the transaction according to that assessment. If the provision is not applicable, statutory VAT must be able to be handled for the part that is subject to VAT. This construction is particularly important because the Swedish Tax Agency's legal guidance on business transfers was updated on, among other dates, \u003cstrong\u003eJuly 6 and September 9, 2026\u003c\/strong\u003e.\u003c\/p\u003e\n\n\u003ch3\u003ePersonnel and business transfer\u003c\/h3\u003e\n\u003cp\u003eIf the transaction constitutes a business transfer covered by \u003cstrong\u003eSection 6 b of the Employment Protection Act (1982:80)\u003c\/strong\u003e, rights and obligations under employment contracts may transfer to the buyer in accordance with mandatory rules. The document therefore addresses the personnel issue separately and includes a specific personnel appendix.\u003c\/p\u003e\n\u003cp\u003eThe template also draws attention to applicable information and negotiation obligations under \u003cstrong\u003eSections 11 and 13 of the Employment (Co-determination in the Workplace) Act (1976:580)\u003c\/strong\u003e, as well as the check of \u003cstrong\u003eSection 28 of the MBL\u003c\/strong\u003e in the event of a business transfer and collective bargaining agreements. The agreement further clarifies that the former employer, pursuant to Section 6 b of the Employment Protection Act, remains responsible to the employee for financial obligations relating to the period prior to the transfer.\u003c\/p\u003e\n\n\u003ch3\u003eAgreements and third-party consent\u003c\/h3\u003e\n\u003cp\u003eRental agreements, licenses, leasing, customer agreements, supplier agreements, and other contracts may contain transfer prohibitions or requirements for consent. The template therefore does not assume that every agreement automatically follows the buyer. Appendix 3 makes it possible to register the counterparty, notice period, change-of-control\/transfer requirements, and consent status.\u003c\/p\u003e\n\n\u003ch3\u003eIntellectual property, data, and GDPR\u003c\/h3\u003e\n\u003cp\u003eAssets can consist of, for example, trademarks, domain names, program code, copyrights, drawings, manuals, know-how, customer relationships, and other intangible values. Appendix 4 helps the parties identify the rights and who actually owns or licenses them.\u003c\/p\u003e\n\u003cp\u003ePersonal data is handled separately. Customer registers and personnel data may not be treated as a standard physical asset but must be transferred and used with a legal basis and in accordance with GDPR, data minimization, information obligations, security, and other applicable data protection requirements.\u003c\/p\u003e\n\n\u003ch3\u003ePurchase price and price allocation\u003c\/h3\u003e\n\u003cp\u003eThe agreement has fill-in fields for the purchase price and payment mechanics, as well as a specific appendix for allocating the purchase price between different asset classes. The allocation can have accounting and tax consequences and should therefore be factually substantiated. For larger deals, separate tax and accounting checks are recommended.\u003c\/p\u003e\n\n\u003ch3\u003eWarranties, disclosures, and liability\u003c\/h3\u003e\n\u003cp\u003eThe main agreement contains a basic set of warranties regarding, among other things, authority, title to the transferred assets, encumbrances, material assets and inventory, known disputes, intellectual property, material customer and supplier agreements, personnel information, and disclosures regarding tax and accounting to the extent they are relevant to the buyer.\u003c\/p\u003e\n\u003cp\u003eAppendix 10 is used for concrete \u003cstrong\u003edisclosures and warranty exceptions\u003c\/strong\u003e. The agreement also contains customizable fields for de minimis, basket\/threshold, liability caps, limitation periods for claims, and specific warranties. These levels must be determined based on the actual transaction – not left blank at signing.\u003c\/p\u003e\n\n\u003ch3\u003eClosing checklist and closing\u003c\/h3\u003e\n\u003cp\u003eAppendix 9 acts as a closing checklist. There, the parties can document the responsible person, deadline, status, and evidence\/documents for each closing action. The main agreement ties the transfer of title to completed closing actions and payment, taking into account that certain rights may require special registration or third-party consent.\u003c\/p\u003e\n\n\u003ch3\u003eEnglish version under Swedish law\u003c\/h3\u003e\n\u003cp\u003eThe package also includes a separate \u003cstrong\u003eAsset Purchase Agreement\u003c\/strong\u003e in English. This is not a template under English or American law, but an English-language contract version intended for a transaction where \u003cstrong\u003eSwedish substantive law\u003c\/strong\u003e is to be applied. It is useful, for example, when buyers, sellers, owners, advisors, or group functions work in English.\u003c\/p\u003e\n\n\u003ch3\u003eDetailed user guide\u003c\/h3\u003e\n\u003cp\u003eThe separate guide explains how the template is used from preparation to signing and closing. It goes through the difference between share transfers and asset transfers, how assets and liabilities should be specified, how consents are checked, when personnel issues need special handling, how the VAT provision should be read, and how the appendices are used.\u003c\/p\u003e\n\u003cp\u003eThe guide also contains common errors to avoid and clear situations where the parties should seek individual legal, tax, or accounting advice.\u003c\/p\u003e\n\n\u003ch3\u003eReviewed for 2026\/2027\u003c\/h3\u003e\n\u003cp\u003eThe legal review is dated \u003cstrong\u003eOctober 4, 2026\u003c\/strong\u003e. The documentation has been checked against, among others:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003ethe Contracts Act (1915:218),\u003c\/li\u003e\n\n\u003cli\u003ethe Sale of Goods Act (1990:931),\u003c\/li\u003e\n\n\u003cli\u003ethe Value Added Tax Act (2023:200), particularly Chapter 5, Section 38,\u003c\/li\u003e\n\n\u003cli\u003ethe Employment Protection Act (1982:80), particularly Sections 6 b and 7,\u003c\/li\u003e\n\n\u003cli\u003ethe Employment (Co-determination in the Workplace) Act (1976:580), particularly Sections 11, 13, and 28,\u003c\/li\u003e\n\n\u003cli\u003ethe EU General Data Protection Regulation (GDPR) and Swedish supplementary data protection legislation,\u003c\/li\u003e\n\n\u003cli\u003ethe Accounting Act (1999:1078),\u003c\/li\u003e\n\n\u003cli\u003ethe Trade Secrets Act (2018:558).\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eFormat and delivery\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003e3 documents • 6 files • 27 pages\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003eWord (DOCX) – fully editable.\u003c\/li\u003e\n\n\u003cli\u003ePDF – for reference, printing, and checking the intended layout.\u003c\/li\u003e\n\n\u003cli\u003eDigital download – no physical item is sent.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eImportant to know\u003c\/h3\u003e\n\u003cp\u003eThis is a professional general contract template and not individual legal advice. Every asset transfer must be adapted to the actual assets, liabilities, agreements, personnel conditions, permits, tax conditions, and other circumstances. Specific advice should be sought for larger or complex transactions, international parties, insolvency, real estate, licensed operations, extensive personnel issues, or advanced tax issues.\u003c\/p\u003e\n","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55593648554326,"sku":"INKRAM-2026-2027","price":129.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/inkramsoverlatelseavtal-2026-2027-word-pdf.png?v=1791069034"},{"product_id":"avsiktsforklaring-letter-of-intent-loi-mallpaket-2026-2027-word-pdf-svensk-ratt","title":"Letter of Intent (LOI) Template Package 2026\/2027 – Word\/PDF + English | Swedish Law","description":"\n\u003ch2\u003eLetter of Intent (LOI) Template Package 2026\/2027 – Word\/PDF under Swedish Law\u003c\/h2\u003e\n\u003cp\u003eThis is a complete and professional \u003cstrong\u003eLOI package for corporate acquisitions and investments\u003c\/strong\u003e. It is designed for situations where buyers, sellers, or investors wish to document the most important commercial terms for a potential transaction before signing a final binding transfer or investment agreement.\u003c\/p\u003e\n\u003cp\u003eThe template package is \u003cstrong\u003elegally reviewed against current Swedish law and applicable 2026 regulations as of October 4, 2026\u003c\/strong\u003e and is developed for practical use during \u003cstrong\u003e2026\/2027\u003c\/strong\u003e. The package includes a Swedish Letter of Intent (Avsiktsförklaring), a complete English-language \u003cstrong\u003eLetter of Intent\u003c\/strong\u003e under Swedish law, and a separate, detailed user guide.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eDelivery:\u003c\/strong\u003e 3 documents in both Word (DOCX) and PDF – a total of \u003cstrong\u003e6 files, 40 A4 pages, and 10 appendices\/schedules\u003c\/strong\u003e. The product is delivered digitally. No physical goods are sent.\u003c\/p\u003e\n\n\u003ch3\u003eWhat's included\u003c\/h3\u003e\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eLetter of Intent \/ LOI 2026\/2027 – Swedish version\u003c\/strong\u003e, 18 pages with 24 contract sections and 10 appendices.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eLetter of Intent 2026\/2027 – English \/ Swedish law\u003c\/strong\u003e, 18 pages with corresponding structure and 10 schedules.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDetailed user guide\u003c\/strong\u003e, 4 pages with step-by-step instructions, control points, and a checklist before signing.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eWhen is a Letter of Intent used?\u003c\/h3\u003e\n\u003cp\u003eA LOI is often used when the parties have progressed sufficiently in an acquisition or investment process to document their preliminary consensus, but are not yet ready to enter into a final binding agreement.\u003c\/p\u003e\n\u003cp\u003eThis may apply, for example, to:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003eshares acquisition in a company,\u003c\/li\u003e\n\n\u003cli\u003easset transfer or business acquisition,\u003c\/li\u003e\n\n\u003cli\u003enew share issue or other investment,\u003c\/li\u003e\n\n\u003cli\u003eminority or majority investment,\u003c\/li\u003e\n\n\u003cli\u003ecorporate acquisition where due diligence remains,\u003c\/li\u003e\n\n\u003cli\u003etransaction where financing or regulatory approval needs to be clarified,\u003c\/li\u003e\n\n\u003cli\u003eacquisition where the parties wish to agree on exclusivity during the negotiation period.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eThe most important legal question: what is binding?\u003c\/h3\u003e\n\u003cp\u003eA letter of intent is not automatically non-binding just because the document is titled \"Letter of Intent\" or \"Avsiktsförklaring\". Under Swedish contract law, the document's actual content, wording, and the intention of the parties are of great importance for the assessment.\u003c\/p\u003e\n\u003cp\u003eThis template is therefore structured in two clear parts:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003ePart I – Non-binding transaction terms:\u003c\/strong\u003e transaction structure, indicative valuation, purchase price, financing, due diligence, regulatory review, timeline, and preliminary head terms.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003ePart II – Binding process provisions:\u003c\/strong\u003e confidentiality, exclusivity\/no-shop, costs, announcements, binding clause, certain liability issues, validity, notices, and governing law and dispute resolution.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\u003cp\u003eSection 19 contains a specific \u003cstrong\u003ebinding clause\u003c\/strong\u003e that explicitly states which parts are intended to be binding and which are non-binding. This reduces the risk of a preliminary commercial agreement inadvertently having greater legal effect than the parties intended.\u003c\/p\u003e\n\n\u003ch3\u003e24 contract sections\u003c\/h3\u003e\n\u003cp\u003eThe main template includes, among other things:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003eparties and target company,\u003c\/li\u003e\n\n\u003cli\u003ebackground and purpose,\u003c\/li\u003e\n\n\u003cli\u003eindicative transaction structure,\u003c\/li\u003e\n\n\u003cli\u003eindicative valuation and purchase price,\u003c\/li\u003e\n\n\u003cli\u003efinancing,\u003c\/li\u003e\n\n\u003cli\u003edue diligence,\u003c\/li\u003e\n\n\u003cli\u003einformation process and data room,\u003c\/li\u003e\n\n\u003cli\u003eindicative conditions for implementation,\u003c\/li\u003e\n\n\u003cli\u003eregulatory review and compliance issues,\u003c\/li\u003e\n\n\u003cli\u003etimeline and decision points,\u003c\/li\u003e\n\n\u003cli\u003efinal agreements,\u003c\/li\u003e\n\n\u003cli\u003eoperation of the business before the final agreement,\u003c\/li\u003e\n\n\u003cli\u003eemployees, management, and incentives,\u003c\/li\u003e\n\n\u003cli\u003etax and structure,\u003c\/li\u003e\n\n\u003cli\u003econfidentiality,\u003c\/li\u003e\n\n\u003cli\u003eexclusivity \/ no-shop,\u003c\/li\u003e\n\n\u003cli\u003ecosts and advisors,\u003c\/li\u003e\n\n\u003cli\u003eannouncements and contacts,\u003c\/li\u003e\n\n\u003cli\u003ebinding effect and explicit absence of obligation to complete the transaction,\u003c\/li\u003e\n\n\u003cli\u003epreliminary representations and warranties,\u003c\/li\u003e\n\n\u003cli\u003evalidity and termination,\u003c\/li\u003e\n\n\u003cli\u003eassignment and notices,\u003c\/li\u003e\n\n\u003cli\u003eSwedish law and dispute resolution,\u003c\/li\u003e\n\n\u003cli\u003esigning.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003e10 professional appendices \/ schedules\u003c\/h3\u003e\n\u003col\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eTransaction structure\u003c\/strong\u003e – share acquisition, asset acquisition, new issue\/investment, or other structure.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eTarget company and ownership structure\u003c\/strong\u003e – basic data, owners, operations, subsidiaries, and key personnel.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eIndicative valuation and price bridge\u003c\/strong\u003e – Enterprise Value, Equity Value, net debt, cash, working capital, and any earn-out.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDue diligence – scope\u003c\/strong\u003e – legal, financial, tax, commercial, IT\/cyber\/data, HR, and technical\/environmental.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eTimeline and decision points\u003c\/strong\u003e – LOI, data room, DD, draft agreements, signing, closing, and LOI termination date.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eConditions and regulatory control\u003c\/strong\u003e – financing, corporate decisions, third-party consents, competition review, FDI, and sector requirements.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eExclusivity \/ No-shop – binding\u003c\/strong\u003e – start, end, prohibited activities, exceptions, and unsolicited bids.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eConfidentiality, data room, and clean team – binding\u003c\/strong\u003e – authorization, sensitive information, clean team, and NDA priority.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003ePreliminary head terms\u003c\/strong\u003e – warranties, liability caps, de minimis\/basket, indemnities, covenants, and closing.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eContact, notices, and dispute forum – binding\u003c\/strong\u003e – contact persons, advisors, notices, and forum.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\n\u003ch3\u003eShare acquisition, asset transfer, or investment\u003c\/h3\u003e\n\u003cp\u003eAppendix 1 makes it possible to use the same basic template for several types of transactions. Parties can choose between share transfer, asset transfer, new share issue\/investment, or other structure.\u003c\/p\u003e\n\u003cp\u003eThis is important because the choice of structure affects, among other things, what needs to be reviewed in due diligence, how the price is calculated, what consents may be required, and what final contract documentation is needed.\u003c\/p\u003e\n\n\u003ch3\u003eIndicative valuation and price bridge\u003c\/h3\u003e\n\u003cp\u003eAppendix 3 helps the parties document an indicative valuation without creating a binding final price. The template contains separate fields for:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003eEnterprise Value,\u003c\/li\u003e\n\n\u003cli\u003eEquity Value,\u003c\/li\u003e\n\n\u003cli\u003ecash and net debt,\u003c\/li\u003e\n\n\u003cli\u003enormalized working capital,\u003c\/li\u003e\n\n\u003cli\u003eearn-out or additional purchase price,\u003c\/li\u003e\n\n\u003cli\u003eother price adjustments.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\u003cp\u003eThis makes it possible to keep the valuation clear while still allowing it to be adjusted after due diligence and final documentation.\u003c\/p\u003e\n\n\u003ch3\u003eDue diligence – complete scope\u003c\/h3\u003e\n\u003cp\u003eAppendix 4 contains a broad DD structure to reduce the risk of forgetting important areas. It can be adapted to the size of the transaction and includes, among other things:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003ecorporate law and ownership,\u003c\/li\u003e\n\n\u003cli\u003ematerial agreements,\u003c\/li\u003e\n\n\u003cli\u003edisputes and regulatory matters,\u003c\/li\u003e\n\n\u003cli\u003efinancing and collateral,\u003c\/li\u003e\n\n\u003cli\u003etax and VAT,\u003c\/li\u003e\n\n\u003cli\u003efinancial quality, net debt, and working capital,\u003c\/li\u003e\n\n\u003cli\u003ecustomers, market, and suppliers,\u003c\/li\u003e\n\n\u003cli\u003eintellectual property rights and licenses,\u003c\/li\u003e\n\n\u003cli\u003eIT, cybersecurity, and personal data,\u003c\/li\u003e\n\n\u003cli\u003eemployees, pension, bonus, and incentives,\u003c\/li\u003e\n\n\u003cli\u003eenvironment, real estate, and technical issues where relevant.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eClean team and competition-sensitive information\u003c\/h3\u003e\n\u003cp\u003eAn acquisition process may mean that two companies – sometimes competitors – need to share sensitive information. The template therefore contains support for \u003cstrong\u003eclean teams\u003c\/strong\u003e, limited data room permissions, aggregated data, and special handling of customer-specific prices, strategies, and other competition-sensitive information.\u003c\/p\u003e\n\n\u003ch3\u003eCompetition review – updated for 2026\u003c\/h3\u003e\n\u003cp\u003eCertain corporate acquisitions must be notified to the Swedish Competition Authority or the European Commission before they can be completed. The main Swedish thresholds are based on the turnover of the companies concerned, but from \u003cstrong\u003eAugust 1, 2026\u003c\/strong\u003e, the Swedish Competition Authority has also gained expanded possibilities to obtain information about and, in some cases, require notification of business concentrations that are not covered by the standard two-threshold rule.\u003c\/p\u003e\n\u003cp\u003eAppendix 6 therefore contains an explicit control point for competition review and standstill – instead of just asking if the traditional turnover thresholds are met.\u003c\/p\u003e\n\n\u003ch3\u003eFDI – foreign direct investments\u003c\/h3\u003e\n\u003cp\u003eInvestments in Swedish \u003cstrong\u003eprotected operations\u003c\/strong\u003e may be covered by the Act (2023:560) on the screening of foreign direct investments. The rules can affect both Swedish and international transactions depending on the investment structure and the nature of the operations.\u003c\/p\u003e\n\u003cp\u003eThe template therefore contains a separate FDI screening point in the regulatory appendix. If the transaction is covered, the process and timeline must be adapted to the relevant review.\u003c\/p\u003e\n\n\u003ch3\u003eExclusivity \/ No-shop\u003c\/h3\u003e\n\u003cp\u003eAppendix 7 makes it possible to choose whether the Seller should be bound by a time-limited exclusivity period during which competing transactions may not be actively initiated or negotiated.\u003c\/p\u003e\n\u003cp\u003eExclusivity is kept separate from the non-binding business terms and is explicitly marked as \u003cstrong\u003ebinding\u003c\/strong\u003e. The parties can specify the start date, end date, exceptions, and how an unsolicited bid should be handled.\u003c\/p\u003e\n\n\u003ch3\u003eConfidentiality and NDA\u003c\/h3\u003e\n\u003cp\u003eThe LOI contains a binding confidentiality section for information about the transaction, the target company, and the negotiations. If the parties already have a separate NDA, Appendix 8 can be used to specify which document takes precedence and how the data room should be handled.\u003c\/p\u003e\n\n\u003ch3\u003eNo obligation to complete the transaction\u003c\/h3\u003e\n\u003cp\u003eA central clause explicitly states that the non-binding parts do not create an obligation to sell, buy, invest, issue shares, or complete the transaction. No party is obliged to enter into a final agreement just because the LOI has been signed.\u003c\/p\u003e\n\u003cp\u003eHowever, this does not affect the obligation to comply with the parts that have been explicitly made binding, such as confidentiality and exclusivity.\u003c\/p\u003e\n\n\u003ch3\u003eEnglish Letter of Intent under Swedish law\u003c\/h3\u003e\n\u003cp\u003eThe package contains a complete English-language \u003cstrong\u003eLetter of Intent\u003c\/strong\u003e with the same legal structure and 10 schedules. It is intended for transactions where Swedish rules are to be applied but where buyers, sellers, investors, group functions, or advisors work in English.\u003c\/p\u003e\n\u003cp\u003eThe English version is therefore an English-language transaction document under Swedish law – not a standard document under British or American law.\u003c\/p\u003e\n\n\u003ch3\u003eDetailed user guide included\u003c\/h3\u003e\n\u003cp\u003eThe separate guide goes through the LOI process step by step and explains, among other things:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003ethe difference between an LOI and a binding preliminary agreement,\u003c\/li\u003e\n\n\u003cli\u003ehow transaction structure is chosen,\u003c\/li\u003e\n\n\u003cli\u003ehow indicative valuation should be formulated,\u003c\/li\u003e\n\n\u003cli\u003ehow due diligence scope is set,\u003c\/li\u003e\n\n\u003cli\u003ehow regulatory and FDI issues are checked,\u003c\/li\u003e\n\n\u003cli\u003ehow exclusivity should be time-limited,\u003c\/li\u003e\n\n\u003cli\u003ehow NDA and clean teams can be used,\u003c\/li\u003e\n\n\u003cli\u003ehow the binding clause should be final-checked,\u003c\/li\u003e\n\n\u003cli\u003ecommon mistakes to avoid,\u003c\/li\u003e\n\n\u003cli\u003ewhen individual legal advice should be used.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eReviewed for 2026\/2027\u003c\/h3\u003e\n\u003cp\u003eThe legal review is dated \u003cstrong\u003eOctober 4, 2026\u003c\/strong\u003e. The package has been checked against, among other things:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003ethe Contracts Act (1915:218),\u003c\/li\u003e\n\n\u003cli\u003ethe Competition Act (2008:579) and the Swedish Competition Authority's current guidance on business concentrations,\u003c\/li\u003e\n\n\u003cli\u003ethe Act (2023:560) on the screening of foreign direct investments,\u003c\/li\u003e\n\n\u003cli\u003egeneral Swedish contract law principles regarding contract formation, interpretation, and binding effect.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\u003cp\u003eThe designation 2026\/2027 means that the template has been reviewed against the legal situation at the date of review and developed for use during these years. In the event of later rule changes or significant new practice, a new check should be made.\u003c\/p\u003e\n\n\u003ch3\u003eFormat and delivery\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003e3 documents • 6 files • 40 pages • 10 appendices\/schedules\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eWord (DOCX)\u003c\/strong\u003e – fully editable.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003ePDF\u003c\/strong\u003e – for reference, printing, and layout check.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDigital delivery\u003c\/strong\u003e – no physical product is sent.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eImportant\u003c\/h3\u003e\n\u003cp\u003eThe template package is a professional general working document and does not replace individual legal, tax, or financial advice. Larger transactions, listed companies, international acquisitions, earn-outs, management rollovers, W\u0026amp;I insurance, complex financing, competition review, FDI, regulated operations, or situations where the parties want to create binding purchase\/investment obligations already in the LOI should be assessed separately.\u003c\/p\u003e\n","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55594660069718,"sku":"LOI-2026-2027","price":129.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/avsiktsforklaring-loi-2026-2027-hero.png?v=1791078330"},{"product_id":"investeringsavtal-investment-agreement-2026-2027-word-pdf-english-svensk-ratt","title":"Investment Agreement 2026\/2027 – Word\/PDF + English | Swedish Law","description":"\n\u003ch2\u003eInvestment Agreement 2026\/2027 – Word\/PDF under Swedish law\u003c\/h2\u003e\n\u003cp\u003eThis is a comprehensive and professional \u003cstrong\u003einvestment agreement for private capital investment in a Swedish private limited company\u003c\/strong\u003e. The package is designed for situations where an identified investor provides cash capital through a \u003cstrong\u003edirected new share issue\u003c\/strong\u003e, and where the company, the founders\/existing majority shareholders, and the investor require clear contractual terms regarding the investment, due diligence, closing, warranties, disclosure, information rights, corporate governance, and liability.\u003c\/p\u003e\n\u003cp\u003eThe template package is \u003cstrong\u003elegally reviewed against current Swedish regulations and updated authority information as of October 4, 2026\u003c\/strong\u003e, and prepared for practical use during \u003cstrong\u003e2026\/2027\u003c\/strong\u003e. It contains a Swedish version, a complete English-language \u003cstrong\u003eInvestment Agreement\u003c\/strong\u003e under Swedish law, and a separate detailed user guide.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eDelivery:\u003c\/strong\u003e 3 documents in both Word (DOCX) and PDF – a total of \u003cstrong\u003e6 files, 40 A4 pages, and 13 attachments\/schedules\u003c\/strong\u003e. The product is delivered digitally. No physical goods are shipped.\u003c\/p\u003e\n\n\u003ch3\u003eThis is included\u003c\/h3\u003e\n\u003cul\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eInvestment Agreement 2026\/2027 – Swedish version\u003c\/strong\u003e, 18 pages with 24 contract sections and 13 attachments.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eInvestment Agreement 2026\/2027 – English \/ Swedish law\u003c\/strong\u003e, 18 pages with corresponding structure and 13 schedules.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eDetailed user guide\u003c\/strong\u003e, 4 pages with document order, legal checkpoints, closing checklist, and common mistakes to avoid.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eWhen is the investment agreement appropriate?\u003c\/h3\u003e\n\u003cp\u003eThe template is intended for a \u003cstrong\u003eprivate, identified investment\u003c\/strong\u003e in a Swedish private limited company where the investor subscribes for new shares in exchange for cash payment. Examples:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003eangel investment,\u003c\/li\u003e\n\n\u003cli\u003eseed or growth capital,\u003c\/li\u003e\n\n\u003cli\u003estrategic minority investment,\u003c\/li\u003e\n\n\u003cli\u003ecapital procurement from one or a few identified investors,\u003c\/li\u003e\n\n\u003cli\u003einvestment where the company, founders, and investor wish to document warranties and closing conditions,\u003c\/li\u003e\n\n\u003cli\u003einvestment to be combined with a separate shareholders' agreement.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\u003cp\u003eThe investment agreement \u003cstrong\u003edoes not replace\u003c\/strong\u003e the general meeting's or the board's resolution on the share issue, the share subscription, the bank certificate, the register of shareholders, or the registration with the Swedish Companies Registration Office (Bolagsverket). The corporate law documents for the share issue must be executed separately in accordance with the Swedish Companies Act.\u003c\/p\u003e\n\n\u003ch3\u003e24 contract sections\u003c\/h3\u003e\n\u003cp\u003eThe main agreement covers, among other things:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003eparties and background,\u003c\/li\u003e\n\n\u003cli\u003edefinitions,\u003c\/li\u003e\n\n\u003cli\u003ethe investment and the share issue structure,\u003c\/li\u003e\n\n\u003cli\u003esubscription price, valuation, and capitalization,\u003c\/li\u003e\n\n\u003cli\u003econditions precedent to closing,\u003c\/li\u003e\n\n\u003cli\u003edue diligence and information basis,\u003c\/li\u003e\n\n\u003cli\u003eclosing and payment,\u003c\/li\u003e\n\n\u003cli\u003euse of investment proceeds,\u003c\/li\u003e\n\n\u003cli\u003ethe company's and the founders' warranties,\u003c\/li\u003e\n\n\u003cli\u003ethe investor's warranties,\u003c\/li\u003e\n\n\u003cli\u003edisclosure and warranty exceptions,\u003c\/li\u003e\n\n\u003cli\u003eliability for breach of warranty,\u003c\/li\u003e\n\n\u003cli\u003einformation and reporting rights,\u003c\/li\u003e\n\n\u003cli\u003eboard seat, observer, and corporate governance,\u003c\/li\u003e\n\n\u003cli\u003ereserved matters and shareholders' agreement,\u003c\/li\u003e\n\n\u003cli\u003efounders' undertakings,\u003c\/li\u003e\n\n\u003cli\u003eintellectual property and data,\u003c\/li\u003e\n\n\u003cli\u003eFDI\/UDI and regulatory oversight,\u003c\/li\u003e\n\n\u003cli\u003econfidentiality and public announcements,\u003c\/li\u003e\n\n\u003cli\u003ecosts, tax, and advice,\u003c\/li\u003e\n\n\u003cli\u003eLong Stop Date and termination,\u003c\/li\u003e\n\n\u003cli\u003enotices, assignment, and entire agreement,\u003c\/li\u003e\n\n\u003cli\u003eSwedish law and dispute resolution,\u003c\/li\u003e\n\n\u003cli\u003esigning.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003e13 professional attachments\u003c\/h3\u003e\n\u003col\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eParties and transaction overview\u003c\/strong\u003e – company, founders\/majority owners, and investor.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eDefinitions\u003c\/strong\u003e – key transaction concepts.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eInvestment, valuation, and cap table\u003c\/strong\u003e – pre-money, investment, subscription price, and ownership share.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eConditions precedent to closing\u003c\/strong\u003e – share issue resolution, due diligence, SHA, FDI, consents, and bank account.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eDue diligence checklist\u003c\/strong\u003e – corporate law, finance, tax, contracts, IP, HR, litigation, GDPR\/cyber, and regulatory.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eClosing checklist\u003c\/strong\u003e – documents and actions in the correct order.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eUse of proceeds and budget\u003c\/strong\u003e – how the investment capital is intended to be used.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eWarranty catalog\u003c\/strong\u003e – selectable warranties from the company and founders.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eDisclosure Letter \/ warranty exceptions\u003c\/strong\u003e – concrete exceptions to the warranties.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eLiability limitations\u003c\/strong\u003e – de minimis, basket, cap, and notice periods for claims.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eInformation rights, board, and reserved matters\u003c\/strong\u003e – reporting, nomination, observer, and SHA connection.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eFounder undertakings\u003c\/strong\u003e – selectable undertakings regarding work, IP, confidentiality, non-solicit, etc.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eNotices, law, and dispute forum\u003c\/strong\u003e – notice addresses and forum.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\n\u003ch3\u003eValuation and cap table\u003c\/h3\u003e\n\u003cp\u003eAttachment 3 helps the parties document the transaction in a consistent manner. It contains fields for:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003eshare capital before and after the investment,\u003c\/li\u003e\n\n\u003cli\u003enumber of outstanding shares,\u003c\/li\u003e\n\n\u003cli\u003eoptions and convertibles,\u003c\/li\u003e\n\n\u003cli\u003efully diluted cap table,\u003c\/li\u003e\n\n\u003cli\u003epre-money valuation,\u003c\/li\u003e\n\n\u003cli\u003einvestment amount,\u003c\/li\u003e\n\n\u003cli\u003esubscription price per share,\u003c\/li\u003e\n\n\u003cli\u003ethe investor's ownership share after closing.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\u003cp\u003eThis reduces the risk of the company and the investor calculating ownership shares on different bases, for example, one party calculating on basic shares and the other on a fully diluted basis.\u003c\/p\u003e\n\n\u003ch3\u003eDirected cash new share issue\u003c\/h3\u003e\n\u003cp\u003eThe investment agreement assumes that the capital investment is carried out through a directed cash share issue. However, the actual share issue resolution must be passed separately in accordance with \u003cstrong\u003eChapter 13 of the Swedish Companies Act (2005:551)\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp\u003eIf the shareholders' normal pre-emption rights are deviated from, a standard private limited company normally requires at least two-thirds of both the votes cast and the shares represented at the meeting. The share issue proposal must also specify the reasons for the deviation and the grounds for the subscription price.\u003c\/p\u003e\n\u003cp\u003eFor the share issue process itself, Mallbutiken's separate \u003cstrong\u003eNew Share Issue Package for Limited Companies 2026\/2027\u003c\/strong\u003e is recommended.\u003c\/p\u003e\n\n\u003ch3\u003eConditions precedent to closing\u003c\/h3\u003e\n\u003cp\u003eAttachment 4 is used to make the most important prerequisites for the investment measurable. Examples:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003evalid share issue resolution,\u003c\/li\u003e\n\n\u003cli\u003eapproved due diligence,\u003c\/li\u003e\n\n\u003cli\u003eshareholders' agreement signed or accession performed,\u003c\/li\u003e\n\n\u003cli\u003eFDI\/UDI clearance or notification that the investment is left without action,\u003c\/li\u003e\n\n\u003cli\u003ethird-party consents,\u003c\/li\u003e\n\n\u003cli\u003eshare issue account\/bank process in place,\u003c\/li\u003e\n\n\u003cli\u003eabsence of a defined Material Adverse Change.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eDue diligence\u003c\/h3\u003e\n\u003cp\u003eAttachment 5 serves as a checklist for the investor's review. It includes, among other things, corporate law and cap table, accounting and financial information, tax and VAT, material agreements, intellectual property, employees and incentive programs, litigation and authority matters, GDPR\/cybersecurity, and regulatory issues.\u003c\/p\u003e\n\u003cp\u003eThe investment agreement distinguishes between \u003cstrong\u003edue diligence\u003c\/strong\u003e and \u003cstrong\u003econtractual warranties\u003c\/strong\u003e. The fact that the investor has conducted due diligence does not automatically release the company or the founders from explicit warranties.\u003c\/p\u003e\n\n\u003ch3\u003eClosing – step by step\u003c\/h3\u003e\n\u003cp\u003eAttachment 6 gathers the practical closing measures:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003esigning of the investment agreement,\u003c\/li\u003e\n\n\u003cli\u003eshare issue resolution,\u003c\/li\u003e\n\n\u003cli\u003eshare subscription,\u003c\/li\u003e\n\n\u003cli\u003epayment to the share issue account,\u003c\/li\u003e\n\n\u003cli\u003ebank certificate,\u003c\/li\u003e\n\n\u003cli\u003eshareholders' agreement\/accession,\u003c\/li\u003e\n\n\u003cli\u003eboard's allotment,\u003c\/li\u003e\n\n\u003cli\u003eupdating of the share register,\u003c\/li\u003e\n\n\u003cli\u003eregistration with the Swedish Companies Registration Office.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\u003cp\u003eThis allows the investment agreement to be used together with the share issue documents without confusing the contractual investment with the corporate law capital increase.\u003c\/p\u003e\n\n\u003ch3\u003eWarranties from the company and the founders\u003c\/h3\u003e\n\u003cp\u003eAttachment 8 contains a selectable warranty catalog. Common warranty areas are:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003eauthority and corporate status,\u003c\/li\u003e\n\n\u003cli\u003ecapital structure and ownership,\u003c\/li\u003e\n\n\u003cli\u003efinancial information,\u003c\/li\u003e\n\n\u003cli\u003etax and VAT,\u003c\/li\u003e\n\n\u003cli\u003ematerial agreements,\u003c\/li\u003e\n\n\u003cli\u003eintellectual property and licenses,\u003c\/li\u003e\n\n\u003cli\u003eemployees and incentive programs,\u003c\/li\u003e\n\n\u003cli\u003elitigation,\u003c\/li\u003e\n\n\u003cli\u003eGDPR and cybersecurity,\u003c\/li\u003e\n\n\u003cli\u003eregulatory compliance,\u003c\/li\u003e\n\n\u003cli\u003ecertain undisclosed liabilities.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\u003cp\u003eThe warranties should be adapted to the business and the due diligence performed. Therefore, the package is not locked to an unnecessarily aggressive standard level.\u003c\/p\u003e\n\n\u003ch3\u003eDisclosure Letter – clear exceptions\u003c\/h3\u003e\n\u003cp\u003eAttachment 9 is used to document concrete known circumstances that are to be excluded from the warranties. This could, for example, be an ongoing dispute, an agreement to be renegotiated, a tax matter, or an IP right with a special licensing structure.\u003c\/p\u003e\n\u003cp\u003eThe template recommends concrete disclosure rather than just referring generally to an entire data room.\u003c\/p\u003e\n\n\u003ch3\u003eLiability limitations\u003c\/h3\u003e\n\u003cp\u003eAttachment 10 contains fill-in fields for:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003ede minimis,\u003c\/li\u003e\n\n\u003cli\u003ebasket\/threshold,\u003c\/li\u003e\n\n\u003cli\u003egeneral liability cap,\u003c\/li\u003e\n\n\u003cli\u003especial cap for fundamental warranties,\u003c\/li\u003e\n\n\u003cli\u003enotice periods for claims,\u003c\/li\u003e\n\n\u003cli\u003etax claims,\u003c\/li\u003e\n\n\u003cli\u003ecarve-outs.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\u003cp\u003eThe commercial levels are left open as reasonable liability depends on the investment amount, valuation, risk, and due diligence.\u003c\/p\u003e\n\n\u003ch3\u003eInformation rights and reporting\u003c\/h3\u003e\n\u003cp\u003eAttachment 11 makes it possible to grant the investor special information rights after closing, for example, monthly or quarterly reporting, annual budget, and information on material deviations.\u003c\/p\u003e\n\u003cp\u003eThe rights should be used with regard to confidentiality, GDPR, and competition law. If the investor is also a competitor, sensitive information may need to be limited or handled through special access rights.\u003c\/p\u003e\n\n\u003ch3\u003eBoard seat and observer\u003c\/h3\u003e\n\u003cp\u003eThe investment agreement can document a contractual right to nominate a board member or appoint an observer. At the same time, the template clarifies that such a commitment does not replace the general meeting's formal election and must not require a board member to act in violation of the Swedish Companies Act or their duties to the company.\u003c\/p\u003e\n\n\u003ch3\u003eReserved matters and shareholders' agreement\u003c\/h3\u003e\n\u003cp\u003eThe investment agreement is intended to complement – not replace – a separate shareholders' agreement. Long-term ownership issues such as reserved matters, transfers, exit, drag\/tag, financing principles, and other ownership rules should normally be coordinated in the shareholders' agreement.\u003c\/p\u003e\n\u003cp\u003eThe template also reminds that a shareholders' agreement primarily binds the parties contractually and does not automatically create the same corporate law effect as a provision in the articles of association.\u003c\/p\u003e\n\n\u003ch3\u003eFounder undertakings\u003c\/h3\u003e\n\u003cp\u003eAttachment 12 contains selectable undertakings regarding, for example:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003econtinued active work,\u003c\/li\u003e\n\n\u003cli\u003eIP transfer or confirmation of the company's rights,\u003c\/li\u003e\n\n\u003cli\u003econfidentiality,\u003c\/li\u003e\n\n\u003cli\u003enon-solicit,\u003c\/li\u003e\n\n\u003cli\u003enon-compete,\u003c\/li\u003e\n\n\u003cli\u003evesting\/leaver – marked for separate legal and tax review.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eUDI\/FDI – review before closing\u003c\/h3\u003e\n\u003cp\u003eIf the company conducts or is to conduct \u003cstrong\u003eprotected activities\u003c\/strong\u003e, the investment may be covered by the Foreign Direct Investment Review Act (2023:560). The ISP updated its notification form and its instructions during 2026.\u003c\/p\u003e\n\u003cp\u003eThe template therefore includes UDI\/FDI as a separate condition precedent. Closing should not be executed in violation of an applicable review or standstill requirement.\u003c\/p\u003e\n\n\u003ch3\u003ePrivate limited companies – no broad public distribution\u003c\/h3\u003e\n\u003cp\u003eThis package is expressly intended for \u003cstrong\u003ean identified private investor or a narrow private transaction\u003c\/strong\u003e. According to Chapter 1, Section 7 of the Swedish Companies Act, a private limited company may not, among other things, attempt to distribute shares or subscription rights through advertising and may generally not direct offers to more than 200 people, with the exceptions stated in the law.\u003c\/p\u003e\n\u003cp\u003eThe Swedish Financial Supervisory Authority's prospectus guidance states that shares in private limited companies are not included in the prospectus regulation's definition of securities. This does not mean, however, that a private limited company may make an unlimited public offer – the Swedish Companies Act's specific distribution prohibitions must still be followed.\u003c\/p\u003e\n\n\u003ch3\u003eEnglish Investment Agreement under Swedish law\u003c\/h3\u003e\n\u003cp\u003eThe English version contains the same legal structure and 13 schedules. It is intended for when the investor, the parent company, advisors, or other transaction parties work in English but \u003cstrong\u003eSwedish substantive law\u003c\/strong\u003e is to be applied.\u003c\/p\u003e\n\u003cp\u003eIt is thus an English-language version under Swedish law – not a standard agreement according to British or American venture capital law.\u003c\/p\u003e\n\n\u003ch3\u003eDetailed user guide included\u003c\/h3\u003e\n\u003cp\u003eThe guide explains step by step:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003ewhich documents are needed and in what order,\u003c\/li\u003e\n\n\u003cli\u003ehow the cap table and valuation should be checked,\u003c\/li\u003e\n\n\u003cli\u003ehow the directed share issue and majority requirements are related,\u003c\/li\u003e\n\n\u003cli\u003ehow FDI\/UDI is screened before closing,\u003c\/li\u003e\n\n\u003cli\u003ehow the distribution restrictions of private limited companies affect capital procurement,\u003c\/li\u003e\n\n\u003cli\u003ehow warranties and disclosure are used,\u003c\/li\u003e\n\n\u003cli\u003ehow the investment agreement and shareholders' agreement are coordinated,\u003c\/li\u003e\n\n\u003cli\u003epractical closing checklist,\u003c\/li\u003e\n\n\u003cli\u003ecommon mistakes to avoid.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eReviewed for 2026\/2027\u003c\/h3\u003e\n\u003cp\u003eThe legal review is dated \u003cstrong\u003eOctober 4, 2026\u003c\/strong\u003e. The package has been checked against, among other things:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003eSwedish Companies Act (2005:551), especially Chapter 1 and Chapter 13,\u003c\/li\u003e\n\n\u003cli\u003ethe Contracts Act (1915:218),\u003c\/li\u003e\n\n\u003cli\u003ethe Foreign Direct Investment Review Act (2023:560),\u003c\/li\u003e\n\n\u003cli\u003ecurrent ISP instructions for UDI notification 2026,\u003c\/li\u003e\n\n\u003cli\u003ethe Swedish Financial Supervisory Authority's prospectus guidance 2026 regarding private limited companies.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\u003cp\u003eThe designation 2026\/2027 means that the documents have been reviewed against the legal situation and authority information at the review date. In the event of subsequent legislative or authority changes, a new check should be made.\u003c\/p\u003e\n\n\u003ch3\u003eFormat and delivery\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003e3 documents • 6 files • 40 pages • 13 attachments\/schedules\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eWord (DOCX)\u003c\/strong\u003e – fully editable.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003ePDF\u003c\/strong\u003e – for reference, printing, and layout check.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eDigital delivery\u003c\/strong\u003e – no physical product is shipped.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eImportant\u003c\/h3\u003e\n\u003cp\u003eThe template package is a professional general working document and does not replace individual legal, tax, or investment-related advice. Preference shares, liquidation preferences, anti-dilution, convertibles, warrants, complicated incentive programs, vesting\/leaver, public offerings, regulated activities, international tax planning, or major FDI cases should be assessed separately.\u003c\/p\u003e\n","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55594845897046,"sku":"INVEST-2026-2027","price":149.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/investeringsavtal-2026-2027-hero.png?v=1791082328"},{"product_id":"joint-venture-avtal-joint-venture-agreement-2026-2027-word-pdf-english-svensk-ratt","title":"Joint Venture Agreement 2026\/2027 – Word\/PDF + English | Swedish Law","description":"\n\u003ch2\u003eJoint Venture Agreement Template Package 2026\/2027 – Word\/PDF + English | Swedish Law\u003c\/h2\u003e\n\u003cp\u003eThis is a complete and professional \u003cstrong\u003eJoint Venture agreement for collaborative projects, investments, product development, and commercial cooperation between companies\u003c\/strong\u003e. The package is designed for parties who wish to combine capital, expertise, technology, IP, market access, or other resources while clearly regulating governance, financing, intellectual property, customer liability, competition law, deadlock, and exit.\u003c\/p\u003e\n\u003cp\u003eThe template package is \u003cstrong\u003elegally reviewed against applicable Swedish law and relevant EU regulations as of October 4, 2026\u003c\/strong\u003e, and prepared for practical use during \u003cstrong\u003e2026\/2027\u003c\/strong\u003e. The package contains a Swedish Joint Venture agreement, a complete English-language \u003cstrong\u003eJoint Venture Agreement\u003c\/strong\u003e under Swedish law, and a separate detailed user guide.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eDelivery:\u003c\/strong\u003e 3 documents in both Word (DOCX) and PDF – a total of \u003cstrong\u003e6 files, 43 A4 pages, and 14 appendices\/schedules\u003c\/strong\u003e. The product is delivered digitally. No physical goods are shipped.\u003c\/p\u003e\n\n\u003ch3\u003eWhat is included\u003c\/h3\u003e\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eJoint Venture Agreement 2026\/2027 – Swedish version\u003c\/strong\u003e, 20 pages with 26 contract sections and 14 appendices.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eJoint Venture Agreement 2026\/2027 – English \/ Swedish law\u003c\/strong\u003e, 20 pages with a corresponding structure and 14 schedules.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDetailed user guide\u003c\/strong\u003e, 3 pages with document ordering, competition law checkpoints, UDI\/FDI, deadlock, and a final checklist.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eWhen is a Joint Venture agreement appropriate?\u003c\/h3\u003e\n\u003cp\u003eThe template is suitable when two companies want to cooperate on a clearly defined project or business area without leaving key issues unregulated. Examples:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003ejoint product or technology development,\u003c\/li\u003e\n\n\u003cli\u003ejoint market establishment,\u003c\/li\u003e\n\n\u003cli\u003eprojects where the parties contribute different technology, IP, personnel, or capital,\u003c\/li\u003e\n\n\u003cli\u003ejoint sales or commercialization of a specific result,\u003c\/li\u003e\n\n\u003cli\u003estrategic cooperation ahead of a future investment or joint venture company,\u003c\/li\u003e\n\n\u003cli\u003ecompany-based JV where a separate contractual framework around the operations is also needed.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eContractual JV or separate JV company?\u003c\/h3\u003e\n\u003cp\u003eA \u003cstrong\u003ejoint venture is not a specific Swedish corporate form\u003c\/strong\u003e. Therefore, the parties must first choose how the cooperation should be structured.\u003c\/p\u003e\n\u003cp\u003eThe package supports two main models:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eContractual JV\u003c\/strong\u003e – the parties cooperate directly under the agreement without creating a separate limited liability company.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eCompany-based JV\u003c\/strong\u003e – the cooperation is conducted through a separate joint company. In that case, necessary corporate law documents, such as articles of association and shareholders' agreements, must be drawn up separately.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\u003cp\u003eThe template, therefore, avoids the mistake of assuming that the heading \"Joint Venture Agreement\" in itself creates a new legal entity.\u003c\/p\u003e\n\n\u003ch3\u003eImportant check – simple partnership (enkelt bolag)\u003c\/h3\u003e\n\u003cp\u003eAccording to the \u003cstrong\u003eSwedish Act (1980:1102) on Trading Partnerships and Simple Partnerships\u003c\/strong\u003e, a simple partnership exists if two or more parties have agreed to conduct business in partnership without a trading partnership (handelsbolag) being formed.\u003c\/p\u003e\n\u003cp\u003eA simple partnership is \u003cstrong\u003enot a legal entity\u003c\/strong\u003e and cannot itself acquire rights or incur obligations. How a contractual JV is actually organized can therefore have legal significance regardless of what heading the parties have given the agreement.\u003c\/p\u003e\n\u003cp\u003eThe template therefore contains clear rules on external representation, authority, customer contracts, assets, and who is actually permitted to bind each party.\u003c\/p\u003e\n\n\u003ch3\u003e26 contract sections\u003c\/h3\u003e\n\u003cp\u003eThe main agreement covers, among other things:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003ebackground and purpose,\u003c\/li\u003e\n\n\u003cli\u003eJV model and legal structure,\u003c\/li\u003e\n\n\u003cli\u003escope and objectives of the project,\u003c\/li\u003e\n\n\u003cli\u003econtributions and resources of the parties,\u003c\/li\u003e\n\n\u003cli\u003egovernance and Joint Venture Committee,\u003c\/li\u003e\n\n\u003cli\u003eReserved Matters and decision rules,\u003c\/li\u003e\n\n\u003cli\u003ebudget, financing, and cost allocation,\u003c\/li\u003e\n\n\u003cli\u003eworkstreams, personnel, and key individuals,\u003c\/li\u003e\n\n\u003cli\u003eBackground IP and licenses,\u003c\/li\u003e\n\n\u003cli\u003eForeground IP, data, and jointly developed results,\u003c\/li\u003e\n\n\u003cli\u003econfidentiality and trade secrets,\u003c\/li\u003e\n\n\u003cli\u003einformation exchange and competition law,\u003c\/li\u003e\n\n\u003cli\u003ecustomers, market, and commercialization,\u003c\/li\u003e\n\n\u003cli\u003erevenues, costs, results, and tax,\u003c\/li\u003e\n\n\u003cli\u003ebookkeeping, reporting, and audit,\u003c\/li\u003e\n\n\u003cli\u003ecompliance, anti-corruption, and sanctions,\u003c\/li\u003e\n\n\u003cli\u003eGDPR and information security,\u003c\/li\u003e\n\n\u003cli\u003ecompetition review and merger control,\u003c\/li\u003e\n\n\u003cli\u003eUDI\/FDI and other regulatory approvals,\u003c\/li\u003e\n\n\u003cli\u003ewarranties and information liability,\u003c\/li\u003e\n\n\u003cli\u003eliability and insurance,\u003c\/li\u003e\n\n\u003cli\u003edeadlock,\u003c\/li\u003e\n\n\u003cli\u003eagreement term and termination,\u003c\/li\u003e\n\n\u003cli\u003ewinding up and exit,\u003c\/li\u003e\n\n\u003cli\u003eassignment and change of control,\u003c\/li\u003e\n\n\u003cli\u003eSwedish law and dispute resolution.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003e14 practical appendices \/ schedules\u003c\/h3\u003e\n\u003col\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eJV model and parties\u003c\/strong\u003e – contractual or separate company, ownership shares, and need for separate SHA.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eScope, objectives, and milestones\u003c\/strong\u003e – scope, market, customer groups, and explicit exclusions.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eContributions, resources, and valuation\u003c\/strong\u003e – cash, personnel, assets, IP, and valuation principle.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eGovernance and JV Committee\u003c\/strong\u003e – representation, quorum, meeting frequency, and mandate.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eReserved Matters and deadlock\u003c\/strong\u003e – unanimity issues, escalation, mediation, and exit mechanics.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eBudget, financing, and cost key\u003c\/strong\u003e – cost allocation, additional financing, and budget tolerance.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eWorkstreams and key individuals\u003c\/strong\u003e – responsible party, deliverables, and deadlines.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eBackground IP and licenses\u003c\/strong\u003e – what each party brings into the JV.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eForeground IP, data, and results\u003c\/strong\u003e – ownership of newly developed IP, project data, and joint results.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eCompetition law, clean team, and GDPR\u003c\/strong\u003e – information limitation, aggregation, and data roles.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eCommercialization, customers, and revenue allocation\u003c\/strong\u003e – who sells, invoices, and bears warranty liability.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eReporting, audit, and compliance\u003c\/strong\u003e – KPIs, audit, sanctions, and permits.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eRegulatory control and warranties\u003c\/strong\u003e – merger control, UDI\/FDI, sector approvals, and warranties.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eLiability, insurance, time, exit, and dispute\u003c\/strong\u003e – liability caps, termination, winding up, and forum.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\n\u003ch3\u003eGovernance and Reserved Matters\u003c\/h3\u003e\n\u003cp\u003eJoint ventures often fail not because the business idea is bad, but because the decision-making model is unclear. Appendices 4 and 5 therefore contain a specific governance model where the parties can specify:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003enumber of representatives from each party,\u003c\/li\u003e\n\n\u003cli\u003echairperson,\u003c\/li\u003e\n\n\u003cli\u003equorum,\u003c\/li\u003e\n\n\u003cli\u003enormal decision majority,\u003c\/li\u003e\n\n\u003cli\u003ewhich matters require unanimity,\u003c\/li\u003e\n\n\u003cli\u003eescalation when the parties cannot agree.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\u003cp\u003eReserved Matters may include, for example, budget, major investments, new markets, major customer contracts, financing, IP sales, and changes to the JV's fundamental strategy.\u003c\/p\u003e\n\n\u003ch3\u003eDeadlock – stepwise solution instead of immediate conflict\u003c\/h3\u003e\n\u003cp\u003eThe package contains a specific deadlock structure. The first step is internal escalation to senior decision-makers. Thereafter, the parties can choose between mediation, expert determination on technical issues, replanning, or a specifically agreed exit mechanism.\u003c\/p\u003e\n\u003cp\u003eAn aggressive buy-sell clause is not automatically built in. Such mechanisms can have very major financial consequences and should only be activated after separate legal and financial assessment.\u003c\/p\u003e\n\n\u003ch3\u003eBackground IP and Foreground IP\u003c\/h3\u003e\n\u003cp\u003eOne of the most common conflicts in technology and development JVs is who owns what.\u003c\/p\u003e\n\u003cp\u003eThe template therefore clearly distinguishes between:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eBackground IP\u003c\/strong\u003e – technology, software, patents, know-how, documentation, and other things a party owned or controlled before the JV.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eForeground IP\u003c\/strong\u003e – results, technology, data, models, software, and other IP created within the JV project.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\u003cp\u003eAppendices 8 and 9 are used to determine licenses, ownership, registration, costs, the right to license third parties, enforcement, and what happens after the JV terminates.\u003c\/p\u003e\n\n\u003ch3\u003eCompetition law – especially important when parties are competitors\u003c\/h3\u003e\n\u003cp\u003eJoint ventures can create significant efficiency gains through shared risk, lower costs, shared know-how, and faster innovation. At the same time, cooperation between current or potential competitors can restrict competition if the agreement goes further than the project requires.\u003c\/p\u003e\n\u003cp\u003eThe template therefore limits information exchange to what is objectively necessary for the JV and specifically flags for:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003efuture individual prices,\u003c\/li\u003e\n\n\u003cli\u003emargins,\u003c\/li\u003e\n\n\u003cli\u003ecustomer-specific terms,\u003c\/li\u003e\n\n\u003cli\u003estrategic plans,\u003c\/li\u003e\n\n\u003cli\u003ecompeting bids,\u003c\/li\u003e\n\n\u003cli\u003ecapacity information.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\u003cp\u003eAppendix 10 can activate \u003cstrong\u003eclean team\u003c\/strong\u003e, aggregation, and access restrictions so that competitively sensitive information is not spread more widely than necessary.\u003c\/p\u003e\n\n\u003ch3\u003eNo price fixing or market division outside the JV\u003c\/h3\u003e\n\u003cp\u003eThe agreement may not be used to coordinate the parties' independent competitive behavior outside the legitimate JV area. Price fixing, market division, bid coordination, or other prohibited coordination is not permitted just because the parties are simultaneously running a joint project.\u003c\/p\u003e\n\u003cp\u003eAppendices 2 and 11 therefore help the parties distinguish the JV market from activities where each company continues to act independently.\u003c\/p\u003e\n\n\u003ch3\u003eFull-function JV can be a concentration\u003c\/h3\u003e\n\u003cp\u003eThe Competition Act states that the formation of a joint venture that on a lasting basis performs \u003cstrong\u003eall the functions of an autonomous economic entity\u003c\/strong\u003e constitutes a merger (concentration).\u003c\/p\u003e\n\u003cp\u003eThis means that a company-based JV is not always just a regular cooperation agreement. Before implementation, the parties may need to assess whether the transaction must be notified to the Swedish Competition Authority (Konkurrensverket) or the European Commission.\u003c\/p\u003e\n\n\u003ch3\u003eSwedish notification thresholds 2026\u003c\/h3\u003e\n\u003cp\u003eAccording to the main Swedish rules, a concentration must be notified to the Swedish Competition Authority when:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003ethe combined turnover in Sweden of the undertakings concerned in the preceding financial year exceeds \u003cstrong\u003eSEK 1 billion\u003c\/strong\u003e, and\u003c\/li\u003e\n\n\u003cli\u003eat least two of the undertakings concerned each have a Swedish turnover exceeding \u003cstrong\u003eSEK 200 million\u003c\/strong\u003e.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\u003cp\u003eIf only the first threshold is exceeded, a voluntary notification or a specific order from the Swedish Competition Authority may also be relevant.\u003c\/p\u003e\n\n\u003ch3\u003eNew competition rules from August 1, 2026\u003c\/h3\u003e\n\u003cp\u003eFrom \u003cstrong\u003eAugust 1, 2026\u003c\/strong\u003e, the Swedish Competition Authority gained extended possibilities to detect and review concentrations that would otherwise not be caught by the standard two-threshold rule.\u003c\/p\u003e\n\u003cp\u003eThe authority can, among other things, order companies to provide information for a limited period on concentrations to which they are a party. The package therefore does not contain a simple checkbox that only asks about 1 billion\/200 million, but a broader regulatory control in Appendix 13.\u003c\/p\u003e\n\n\u003ch3\u003eUDI\/FDI – investment in security-sensitive activities\u003c\/h3\u003e\n\u003cp\u003eIf the JV involves investment in or control over Swedish \u003cstrong\u003esecurity-sensitive activities\u003c\/strong\u003e, the Swedish Act (2023:560) on the Screening of Foreign Direct Investments may be applicable.\u003c\/p\u003e\n\u003cp\u003eIn 2026, both the ISP's notification process and the rules regarding which essential services are covered were updated. Appendix 13 therefore contains a specific UDI\/FDI screening point before Closing or other irrevocable implementation measures.\u003c\/p\u003e\n\n\u003ch3\u003eBudget, financing, and additional capital\u003c\/h3\u003e\n\u003cp\u003eAppendix 6 makes it possible to agree on:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003eannual budget,\u003c\/li\u003e\n\n\u003cli\u003ecost allocation,\u003c\/li\u003e\n\n\u003cli\u003einvoicing model,\u003c\/li\u003e\n\n\u003cli\u003ebudget tolerance,\u003c\/li\u003e\n\n\u003cli\u003eliquidity reserve,\u003c\/li\u003e\n\n\u003cli\u003eprocess for additional financing.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\u003cp\u003eThis makes it clear whether a future capital need actually creates an obligation to contribute more money or only means that the parties must make a new decision.\u003c\/p\u003e\n\n\u003ch3\u003eCustomers, invoicing, and warranty liability\u003c\/h3\u003e\n\u003cp\u003eA contractual JV needs to clearly state who is actually the contracting party toward the customer. Appendix 11 therefore contains separate choices for:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003ewho signs customer contracts,\u003c\/li\u003e\n\n\u003cli\u003ewho invoices,\u003c\/li\u003e\n\n\u003cli\u003ewho bears warranty liability,\u003c\/li\u003e\n\n\u003cli\u003ehow revenues and direct customer costs are allocated,\u003c\/li\u003e\n\n\u003cli\u003ewhich customers are outside the JV.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eGDPR and joint systems\u003c\/h3\u003e\n\u003cp\u003eIf personal data is to be shared or processed within the JV, the parties must determine their roles according to GDPR. The parties can be independent data controllers, joint data controllers, or have a data processor relationship depending on the actual setup.\u003c\/p\u003e\n\u003cp\u003eIf Article 28 of the GDPR requires a data processing agreement (DPA), this must be entered into separately. Appendix 10 does not replace a full DPA.\u003c\/p\u003e\n\n\u003ch3\u003eLiability, insurance, and external contracts\u003c\/h3\u003e\n\u003cp\u003eAppendix 14 contains adaptable liability caps, carve-outs, and insurance levels. The template does not assume that the parties are automatically jointly and severally liable for each other's external contracts. Instead, it must be clear who has actually entered into a customer, supplier, or financing contract and what recourse rules apply between the parties.\u003c\/p\u003e\n\n\u003ch3\u003eExit and winding up\u003c\/h3\u003e\n\u003cp\u003eUpon termination, there must be a practically feasible plan for:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003eongoing customer commitments,\u003c\/li\u003e\n\n\u003cli\u003eoutstanding receivables and costs,\u003c\/li\u003e\n\n\u003cli\u003ejoint assets,\u003c\/li\u003e\n\n\u003cli\u003edata export and deletion,\u003c\/li\u003e\n\n\u003cli\u003eBackground IP and Foreground IP,\u003c\/li\u003e\n\n\u003cli\u003eany JV company,\u003c\/li\u003e\n\n\u003cli\u003eassignment or winding up of the project.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eEnglish Joint Venture Agreement under Swedish law\u003c\/h3\u003e\n\u003cp\u003eThe English version contains the same legal structure and 14 schedules. It is intended when parties, group functions, investors, or advisors work in English but \u003cstrong\u003eSwedish substantive law\u003c\/strong\u003e is to be applied.\u003c\/p\u003e\n\u003cp\u003eIt is, therefore, an English-language version under Swedish law – not a standard agreement under British or US law.\u003c\/p\u003e\n\n\u003ch3\u003eDetailed user guide included\u003c\/h3\u003e\n\u003cp\u003eThe guide covers:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003econtractual JV versus separate JV company,\u003c\/li\u003e\n\n\u003cli\u003ethe risk of simple partnership,\u003c\/li\u003e\n\n\u003cli\u003ehow the appendices are filled out in the correct order,\u003c\/li\u003e\n\n\u003cli\u003ecompetition law and information exchange,\u003c\/li\u003e\n\n\u003cli\u003efull-function JV and merger control,\u003c\/li\u003e\n\n\u003cli\u003e2026 Swedish concentration rules,\u003c\/li\u003e\n\n\u003cli\u003eUDI\/FDI,\u003c\/li\u003e\n\n\u003cli\u003eIP conflicts,\u003c\/li\u003e\n\n\u003cli\u003edeadlock,\u003c\/li\u003e\n\n\u003cli\u003efinal checklist before signing.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eReviewed for 2026\/2027\u003c\/h3\u003e\n\u003cp\u003eThe legal review is dated \u003cstrong\u003eOctober 4, 2026\u003c\/strong\u003e. The package has been checked against, among other things:\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003eSwedish Contracts Act (1915:218),\u003c\/li\u003e\n\n\u003cli\u003eSwedish Act on Trading Partnerships and Simple Partnerships (1980:1102),\u003c\/li\u003e\n\n\u003cli\u003eCompetition Act (2008:579), including amendments effective from August 1, 2026,\u003c\/li\u003e\n\n\u003cli\u003eArticle 101 of the TFEU and the European Commission's guidelines on horizontal cooperation agreements,\u003c\/li\u003e\n\n\u003cli\u003eAct (2023:560) on the Screening of Foreign Direct Investments,\u003c\/li\u003e\n\n\u003cli\u003eTrade Secrets Act (2018:558),\u003c\/li\u003e\n\n\u003cli\u003eGeneral Data Protection Regulation (EU) 2016\/679 (GDPR).\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\u003cp\u003eThe designation 2026\/2027 means that the documents have been reviewed against the legal situation and regulatory information at the date of review. In the event of later legislative amendments, major changes in practice, or changed regulatory classification, a new check should be performed.\u003c\/p\u003e\n\n\u003ch3\u003eFormat and delivery\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003e3 documents • 6 files • 43 pages • 14 appendices\/schedules\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eWord (DOCX)\u003c\/strong\u003e – fully editable.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003ePDF\u003c\/strong\u003e – for reference, printing, and layout control.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eSwedish + English main agreements\u003c\/strong\u003e.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDigital delivery\u003c\/strong\u003e – no physical product shipped.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch3\u003eImportant\u003c\/h3\u003e\n\u003cp\u003eThe template package is a professional general working document and does not replace individual legal, competition, tax, or regulatory advice. Full-function JVs, large market shares, international joint ventures, joint companies with complex ownership structures, UDI\/FDI, large IP values, complicated financing, or advanced buy-sell\/deadlock mechanisms should be assessed separately.\u003c\/p\u003e\n","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55594953212246,"sku":"JOINT-VENTURE-2026-2027","price":249.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/joint-venture-avtal-svensk-2026-2027.png?v=1791090431"}],"url":"https:\/\/mallbutiken.se\/en\/collections\/foretagsoverlatelse-m-a-mallar.oembed","provider":"Mallbutiken","version":"1.0","type":"link"}