Securities Lending Agreements are essential documents in financial markets, facilitating the temporary transfer of securities while maintaining legal ownership with the original holder. Under English and Welsh law, these agreements are particularly important for managing counterparty risk, ensuring regulatory compliance, and establishing clear operational procedures. A Securities Lending Agreement typically includes detailed provisions for collateral management, corporate actions, income payments, and default scenarios. It's commonly used by financial institutions to generate additional revenue from their securities holdings or to cover short positions, while incorporating safeguards to protect both parties' interests.
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Key Requirements PROMPT example:
Securities Lending Agreement
"Need a Securities Lending Agreement for our UK pension fund to lend European equities to a major investment bank, with tri-party collateral management arrangements and specific provisions for corporate actions."
1. Parties: Identification of the lender and borrower, including registration details and addresses
2. Background: Context of the agreement and basic premises of the lending arrangement
3. Definitions: Key terms used throughout the agreement
4. Loans of Securities: Core provisions governing the lending and borrowing of securities
5. Delivery of Securities: Mechanics and timing of securities transfers
6. Collateral: Requirements for posting and maintaining collateral
7. Payments and Transfers: Process for handling payments and transfers between parties
8. Events of Default: Circumstances constituting default and consequences
9. Termination: Provisions for ending the agreement and closing out positions
1. Agency Provisions: Required when one party acts as agent for multiple principals
2. Custody Arrangements: Details of third-party custodian arrangements
3. Tri-party Arrangements: Provisions for tri-party collateral management
1. Schedule of Eligible Securities: List of securities that may be borrowed under the agreement
2. Schedule of Eligible Collateral: Acceptable forms of collateral and associated haircuts
3. Agency Lending Disclosure Annex: Required disclosures for agency lending arrangements
4. Tax Schedules: Provisions relating to tax treatment and withholding requirements
5. Form of Loan Confirmation: Template for confirming individual lending transactions
Authors
Relevant legal definitions
Applicable Law
Automatic Early Termination
Business Day
Cash Collateral
Close of Business
Collateral
Corporate Action
Default Market Value
Designated Office
Distribution
Early Termination Date
Equivalent Collateral
Equivalent Securities
Event of Default
Income
Income Payment Date
Income Record Date
Letter of Credit
Loan
Loaned Securities
Margin
Margin Percentage
Margin Transfer
Market Value
Manufactured Payment
Non-Cash Collateral
Notice of Default
Posted Collateral
Pricing Rate
Principal
Securities
Settlement Date
Tax
Trade Date
Transaction
Transfer
Valuation Date
Value
Voting Rights
Automatic Early Termination
Business Day
Cash Collateral
Close of Business
Collateral
Corporate Action
Default Market Value
Designated Office
Distribution
Early Termination Date
Equivalent Collateral
Equivalent Securities
Event of Default
Income
Income Payment Date
Income Record Date
Letter of Credit
Loan
Loaned Securities
Margin
Margin Percentage
Margin Transfer
Market Value
Manufactured Payment
Non-Cash Collateral
Notice of Default
Posted Collateral
Pricing Rate
Principal
Securities
Settlement Date
Tax
Trade Date
Transaction
Transfer
Valuation Date
Value
Voting Rights
Clauses
Interpretation
Loans and Borrowing
Delivery of Securities
Title Transfer
Collateral Requirements
Margin Maintenance
Income and Corporate Actions
Manufactured Payments
Tax Provisions
Representations and Warranties
Undertakings
Events of Default
Consequences of Default
Set-off Rights
Transfer and Assignment
Termination
Close-out and Netting
Market Disruption
Force Majeure
Notices
Agency Provisions
Custody Arrangements
Indemnification
Confidentiality
Data Protection
Dispute Resolution
Governing Law and Jurisdiction
Counterparts
Severability
Entire Agreement
Amendments
Third Party Rights
Reporting Requirements
Record Keeping
Loans and Borrowing
Delivery of Securities
Title Transfer
Collateral Requirements
Margin Maintenance
Income and Corporate Actions
Manufactured Payments
Tax Provisions
Representations and Warranties
Undertakings
Events of Default
Consequences of Default
Set-off Rights
Transfer and Assignment
Termination
Close-out and Netting
Market Disruption
Force Majeure
Notices
Agency Provisions
Custody Arrangements
Indemnification
Confidentiality
Data Protection
Dispute Resolution
Governing Law and Jurisdiction
Counterparts
Severability
Entire Agreement
Amendments
Third Party Rights
Reporting Requirements
Record Keeping
Relevant Industries
Relevant Teams
Relevant Roles
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