Security Lending Agreements are essential documents in financial markets, enabling efficient market-making, settlement coverage, and yield enhancement strategies. Under English and Welsh law, these agreements must comply with the Financial Services and Markets Act 2000 and related regulations. A Security Lending Agreement typically includes detailed provisions for the transfer of securities, collateral management, corporate actions, and default scenarios. It's particularly relevant in situations where institutional investors seek to generate additional returns from their securities holdings while maintaining economic ownership. The agreement provides legal certainty and risk management framework for both lenders and borrowers.
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1. Parties: Identification of the lender and borrower, including full legal names and addresses
2. Background: Context of the agreement and brief description of the transaction structure
3. Definitions: Key terms used throughout the agreement
4. Loans of Securities: Core provisions regarding the lending and borrowing of securities
5. Delivery of Securities: Procedures and timing for delivery of borrowed securities
6. Collateral Requirements: Details of required collateral, maintenance, and margin calls
7. Income and Corporate Actions: Treatment of dividends, interest, and corporate events
8. Events of Default: Circumstances constituting default and consequences
9. Termination Provisions: Circumstances and procedures for termination
1. Agency Provisions: Additional terms when one party acts as agent for underlying principals
2. Custody Arrangements: Specific provisions for when third-party custodians are involved in the transaction
3. Tax Provisions: Specific tax treatment and obligations for cross-border transactions or specific tax considerations
1. Schedule of Eligible Securities: List of securities eligible for lending under the agreement
2. Schedule of Approved Markets: List of markets where securities can be traded
3. Form of Loan Confirmation: Standard form for confirming individual loans
4. Agency Annex: Additional terms and conditions for agency arrangements
5. Credit Support Annex: Detailed collateral arrangements and calculations
Relevant legal definitions
Acceptable Collateral
Agency Loan
Authorised Representative
Automatic Early Termination
Base Currency
Borrowed Securities
Borrowing Request
Business Day
Cash Collateral
Close of Business
Collateral
Collateral Margin
Collateral Transfer
Custodian
Default Market Value
Default Notice
Defaulting Party
Delivery Date
Distribution
Dividend
Equivalent Collateral
Equivalent Securities
Event of Default
Income
Income Payment Date
Interest Rate
Loan
Loaned Securities
Margin Call
Margin Percentage
Market Value
Non-Cash Collateral
Notice of Exclusive Control
Parties
Posted Collateral
Principal
Recipient
Reference Price
Securities
Settlement Date
Tax
Term
Termination Date
Trading Venue
Transaction
Transfer
Transferee
Transferor
Valuation Date
Voting Rights
Agency Loan
Authorised Representative
Automatic Early Termination
Base Currency
Borrowed Securities
Borrowing Request
Business Day
Cash Collateral
Close of Business
Collateral
Collateral Margin
Collateral Transfer
Custodian
Default Market Value
Default Notice
Defaulting Party
Delivery Date
Distribution
Dividend
Equivalent Collateral
Equivalent Securities
Event of Default
Income
Income Payment Date
Interest Rate
Loan
Loaned Securities
Margin Call
Margin Percentage
Market Value
Non-Cash Collateral
Notice of Exclusive Control
Parties
Posted Collateral
Principal
Recipient
Reference Price
Securities
Settlement Date
Tax
Term
Termination Date
Trading Venue
Transaction
Transfer
Transferee
Transferor
Valuation Date
Voting Rights
Clauses
Loan and Collateral
Delivery and Redelivery
Margin Maintenance
Income Payments
Corporate Actions
Taxation
Fees and Charges
Events of Default
Close-out and Set-off
Representations and Warranties
Agency Provisions
Indemnification
Confidentiality
Notices
Assignment and Transfer
Governing Law
Dispute Resolution
Force Majeure
Record Keeping
Reporting Requirements
Term and Termination
Voting Rights
Market Disruption
Set-off Rights
Entire Agreement
Amendments
Severability
Third Party Rights
Costs and Expenses
Counterparts
Further Assurance
Waiver
Survival
Delivery and Redelivery
Margin Maintenance
Income Payments
Corporate Actions
Taxation
Fees and Charges
Events of Default
Close-out and Set-off
Representations and Warranties
Agency Provisions
Indemnification
Confidentiality
Notices
Assignment and Transfer
Governing Law
Dispute Resolution
Force Majeure
Record Keeping
Reporting Requirements
Term and Termination
Voting Rights
Market Disruption
Set-off Rights
Entire Agreement
Amendments
Severability
Third Party Rights
Costs and Expenses
Counterparts
Further Assurance
Waiver
Survival
Relevant Industries
Relevant Teams
Relevant Roles
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