The Trust Loan Agreement is commonly used in the Philippines when parties wish to establish a secure lending arrangement with additional trust protections and oversight. This document is particularly relevant when there's a need for professional fund management combined with lending facilities, often used in complex financial transactions or when additional security and monitoring are required. The agreement must comply with Philippine trust and banking regulations, including requirements from the Bangko Sentral ng Pilipinas and the Civil Code. It typically includes detailed provisions for loan terms, trust administration, security arrangements, reporting requirements, and the specific duties of the trustee-lender. This type of agreement is especially useful in scenarios involving substantial loan amounts, multiple beneficiaries, or complex security arrangements that benefit from trust structure oversight.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Your data doesn't train Genie's AI
You keep IP ownership of your docs
1. Parties: Identification of the Lender (Trustee), Borrower (Trustor), and any Beneficiaries
2. Background: Context of the trust loan arrangement and the purpose of the trust
3. Definitions: Definitions of key terms used throughout the agreement
4. Trust Property: Description of the loan amount and any other assets placed in trust
5. Trust Terms: Core terms of the trust arrangement including duties and powers of the trustee
6. Loan Terms: Essential loan conditions including principal amount, interest rate, and repayment terms
7. Security: Details of any collateral or security provided for the loan
8. Representations and Warranties: Statements of fact and assurances from both parties
9. Covenants: Ongoing obligations of both parties during the term of the agreement
10. Events of Default: Circumstances constituting default and consequences
11. Remedies: Actions available to parties in case of breach or default
12. Trust Administration: Procedures for managing the trust property and loan
13. Fees and Expenses: Details of trustee fees and other costs
14. Term and Termination: Duration of the agreement and termination provisions
15. Governing Law and Jurisdiction: Specification of Philippine law as governing law and jurisdiction
16. Execution: Signature blocks and execution requirements
1. Guarantee: Include when there is a third-party guarantor for the loan
2. Insurance: Include when specific insurance requirements are needed for the loan or trust property
3. Assignment and Transfer: Include when rights under the agreement may be assignable
4. Co-Trustees: Include when multiple trustees are involved
5. Trust Committee: Include when a committee is required for trust decisions
6. Foreign Exchange Provisions: Include when the loan involves foreign currency
7. Tax Provisions: Include detailed tax provisions when complex tax implications exist
8. Force Majeure: Include when specific force majeure provisions are required
9. Electronic Execution: Include when electronic signing is permitted
1. Schedule 1 - Loan Terms: Detailed breakdown of loan amount, interest calculations, and payment schedule
2. Schedule 2 - Security Details: Comprehensive description of any collateral or security arrangements
3. Schedule 3 - Trust Property: Detailed inventory of all assets placed in trust
4. Schedule 4 - Fee Schedule: Breakdown of all fees, charges, and expenses
5. Schedule 5 - Required Documents: List of all required documentation for the trust and loan
6. Schedule 6 - Authorized Signatories: List of persons authorized to act on behalf of each party
7. Appendix A - Form of Draw Down Notice: Template for requesting loan disbursements
8. Appendix B - Form of Compliance Certificate: Template for periodic compliance certification
9. Appendix C - Trust Administration Procedures: Detailed procedures for trust administration
Find the exact document you need
Personal Auto Loan Contract
A Philippine-law governed agreement for vehicle purchase financing, establishing loan terms and security arrangements in compliance with local banking and consumer protection regulations.
Download
Commercial Loan Contract
A Philippine law-governed agreement establishing terms and conditions for a commercial loan between a financial institution and a business borrower.
Download
Family Member Loan Agreement
A Philippine law-governed agreement that formalizes loan arrangements between family members, establishing clear terms while maintaining familial relationships.
Download
Business Investment Loan Agreement
A Philippine law-governed agreement establishing terms for a business investment loan between a financial institution and corporate borrower, including loan terms, security arrangements, and regulatory compliance requirements.
Download
Legal Financial Agreement Between Two Parties
A Philippine law-governed agreement establishing financial obligations between two parties, incorporating local regulatory requirements and transaction frameworks.
Download
Diy Loan Agreement
A comprehensive loan agreement template for use in the Philippines, ensuring compliance with local lending laws while protecting both lender and borrower interests.
Download
Employees Loan Agreement
A Philippine law-compliant agreement establishing terms and conditions for an employer-provided loan to an employee, including repayment through salary deductions.
Download
Model Loan Agreement
Standard loan agreement template compliant with Philippine law and banking regulations, suitable for various lending transactions.
Download
Master Securities Loan Agreement
A Philippine law-governed framework agreement for securities lending transactions between financial institutions, establishing terms for multiple securities loans.
Download
Film Equity Investment Agreement
A Philippine-law governed agreement establishing terms for equity investment in a film project, including investment structure, rights, and profit sharing arrangements.
Download
Interest Loan Agreement
A Philippine law-governed agreement establishing terms for a loan with interest, including principal amount, interest rates, repayment terms, and security arrangements.
Download
Co Financing Agreement
A legal agreement under Philippine law establishing terms for multiple parties to jointly finance a project, including rights, obligations, and coordination mechanisms between co-financiers.
Download
Loan And Guarantee Agreement
A Philippine law-governed agreement establishing terms for a loan facility and associated guarantee, combining lending terms with guarantee obligations under Philippine banking regulations.
Download
Mortgage Loan Assumption Agreement
A Philippine law-governed agreement that enables the transfer of mortgage loan obligations from an original borrower to an assuming party, outlining terms, conditions, and obligations of all parties involved.
Download
Deed Of Accession Loan Agreement
A Philippine law-governed deed that enables a new party to join and become bound by an existing loan agreement's terms and conditions.
Download
Co Borrower Loan Agreement
A Philippine law-governed agreement establishing joint liability between multiple borrowers for a loan, detailing terms, obligations, and shared responsibilities.
Download
Bridge Loan Contract
A Philippine law-governed agreement establishing terms for temporary financing through a bridge loan, ensuring compliance with local banking regulations while securing interim funding needs.
Download
Undertaking Loan Agreement
A Philippine law-governed loan agreement specifying terms, conditions, and obligations between lender and borrower, compliant with local banking regulations.
Download
Trade Finance Agreement
A Philippine law-governed agreement establishing trade finance facilities between a bank and borrower, setting out facility terms, security arrangements, and regulatory compliance requirements.
Download
Separation Financial Agreement
A Philippine law-governed agreement that formalizes the financial arrangements and asset division between separating spouses.
Download
Project Finance Contract
A Philippine law-governed financing agreement for large-scale infrastructure or development projects, establishing terms for project financing, security arrangements, and implementation requirements.
Download
Margin Loan Agreement
A Philippine law-governed agreement establishing terms for loans secured by securities as collateral, including margin requirements and enforcement provisions.
Download
Loan Swap Agreement
A Philippine law-governed agreement enabling the exchange of loan payment obligations between parties, including interest rate and/or currency swaps, with compliance to local banking regulations.
Download
Loan Borrower Agreement
A Philippine law-governed agreement establishing terms and conditions for a loan between a lender and borrower, ensuring compliance with local banking and financial regulations.
Download
Friends And Family Loan Agreement
A Philippine law-governed agreement that formalizes and documents loan arrangements between family members or friends, establishing clear terms and protecting both parties' interests.
Download
Financing Contract Agreement
A Philippine law-governed agreement establishing terms and conditions for a financing arrangement between lender and borrower, including facility details, security, and regulatory compliance requirements.
Download
Debt Agreement Loans
A Philippine law-governed agreement establishing loan terms between lender and borrower, including amount, interest, repayment schedule, and security arrangements.
Download
Car Mortgage Agreement
A Philippine law-governed agreement establishing a security interest in a vehicle as collateral for a loan, detailing financing terms and parties' obligations.
Download
Car Installment Agreement
A Philippine law-governed agreement establishing terms for vehicle purchase through installment payments, including financing terms, ownership rights, and party obligations.
Download
Business Loan Contract
A Philippine law-governed agreement establishing terms and conditions for a business loan between a financial institution and a business entity.
Download
Bridge Facility Agreement
A temporary financing arrangement under Philippine law providing interim funding until permanent financing is secured, subject to local banking regulations and BSP requirements.
Download
Installment Loan Agreement Promissory Note
A Philippine law-governed combined installment loan agreement and promissory note that establishes loan terms, repayment schedules, and security arrangements.
Download
Commercial Finance Agreement
A Philippine law-governed agreement establishing terms and conditions for commercial financing between a lender and corporate borrower.
Download
Mortgage Bond Agreement
A Philippine law-governed agreement establishing terms for issuing bonds secured by real estate mortgage, detailing security interests, bond terms, and regulatory compliance requirements.
Download
Master Asset Finance Agreement
A Philippine law-governed master agreement establishing terms for multiple asset-based financing transactions between financier and borrower.
Download
Car Loan Security Agreement
A Philippine-law governed security agreement creating a lender's security interest over a financed vehicle, incorporating mandatory consumer protection provisions and disclosure requirements.
Download
Small Business Loan Agreement
A Philippine-law governed agreement establishing terms and conditions for lending to small businesses, including loan terms, security arrangements, and regulatory compliance requirements.
Download
Recourse Loan Agreement
A Philippine law-governed loan agreement giving the lender rights to pursue the borrower's assets beyond collateral in case of default.
Download
Loan Agreement Between Lender Borrower And Guarantor
A Philippine law-governed agreement establishing loan terms between lender, borrower, and guarantor, including loan conditions, guarantor obligations, and security provisions.
Download
Loan Amortization Agreement
A Philippine-compliant agreement detailing loan terms and structured repayment schedules through regular amortization installments.
Download
Genie’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; Genie’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)
.png)