How are the different JV Fund Plan versions structured?

The template outlines three versions: JV Fund 1.0 (12-15% per annum), JV Fund 2.0 (including Hari Raya Promo), and JV Fund 3.0 (12% per annum over 36 months). Each specifies the minimum investment per lot, usually starting at RM10,000.

What is the process for How to Participate JV Fund Partnership?

The process involves five key steps: submitting the KYC Application Form, receiving email notification, agreeing to T&Cs, banking in the invested sum (Min RM10k), and finally receiving an Official Receipt from the management team.

How does the template handle the Return of principal with interest?

The template specifies a management protocol starting 3 Months Before Maturity, where investors receive an email reminder. Investors must reply within 30 days to facilitate the smooth return of their principal and final interest payments.

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About

The Joint Venture Fund Management mind map template provides a comprehensive framework for managing private investment funds, specifically detailing the ICSB-JV Fund structure. It covers 92 distinct nodes of information, ranging from eligibility criteria for Malaysian citizens to complex payout schedules. This Xmind template serves as a professional cheat sheet for fund managers and investors to track the JV Fund 1.0, 2.0, and 3.0 iterations, including specific dividend rates like the 12% per annum return. The layout is structured to guide users through the entire investment lifecycle, from the initial KYC Application Form submission to the final Return of principal with interest. It is an essential tool for documenting financial governance, referral commissions, and maturity management protocols.

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Terms and Conditions

When to use this template

Fund Managers and Investment Consultants

Onboarding new investors and explaining the different fund tiers and referral commissions

Compliance Officers and Legal Teams

Setting up internal compliance checks and KYC procedures for a private equity or JV fund

Financial Controllers and Operations Teams

Tracking dividend payout dates and maturity timelines for a portfolio of fund participants

How to use this template

Step 1

Customize fund plan details

Open the .xmind file and navigate to the JV Fund Plan branch to update the interest rates, periods, and lot sizes to match your current offering.

Step 2

Map the investor journey

Use the How to Participate JV Fund Partnership section to align the template's 5-step process with your firm's specific KYC and banking workflows.

Step 3

Set maturity reminders

Modify the 3 Months Before Maturity nodes to include your specific contact emails and automated reminder schedules for principal returns.

Frequently asked questions

According to the template, an eligible investor must be a Malaysian Citizen or Permanent Resident, at least 21 years old, not mentally incapacitated, and not a bankrupt. These criteria ensure legal compliance for the Joint Venture Funds.

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