Security Trust Agreement for the United States

Security Trust Agreement Template for United States

A Security Trust Agreement is a legal document used in the United States to establish and govern a trust arrangement where security interests in assets are held by a trustee for the benefit of secured creditors. The agreement complies with U.S. federal and state trust laws, including the Uniform Commercial Code and Trust Indenture Act. It details the creation of the security trust, powers and duties of the trustee, enforcement mechanisms, and the rights of beneficiaries.

Your data doesn't train Genie's AI

You keep IP ownership of your information

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Download a Standard Template

4.6 / 5
4.8 / 5
Access for free
OR

Alternatively: Run an advanced review of an existing
Security Trust Agreement

Let Genie AI's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
Upload your Doc

What is a Security Trust Agreement?

Security Trust Agreements are essential in complex financing transactions where multiple creditors hold security interests in the same assets. This document type is particularly common in syndicated lending, project finance, and bond issuances in the United States. A Security Trust Agreement establishes the framework for the trustee to hold and manage security interests, defines enforcement rights, and ensures compliance with U.S. security and trust laws. It provides certainty and efficiency in security arrangements, especially when dealing with multiple creditors or changing beneficiaries over time.

What sections should be included in a Security Trust Agreement?

1. Parties: Identifies all parties: Trustee, Settlor, Beneficiaries, Security Provider

2. Background: Context of the security arrangement and trust creation

3. Definitions: Key terms used throughout the agreement

4. Trust Creation: Establishment of the trust and appointment of trustee

5. Security Interest: Description of collateral and security interest granted

6. Trustee Powers and Duties: Scope of trustee authority and responsibilities

7. Events of Default: Circumstances triggering enforcement rights

8. Enforcement Provisions: Rights and procedures following default

What sections are optional to include in a Security Trust Agreement?

1. Parallel Debt: Used in multi-jurisdictional transactions where parallel debt structure is needed for international security arrangements

2. Intercreditor Provisions: Provisions governing ranking and priority of different creditors when multiple secured creditors are involved

3. Trust Property Management: Specific provisions for managing trust assets when active asset management is required

What schedules should be included in a Security Trust Agreement?

1. Schedule of Secured Property: Detailed list of all assets subject to security

2. Form of Accession Deed: Template for additional parties joining the agreement

3. Security Perfection Requirements: Jurisdiction-specific requirements for perfecting security

4. Fee Schedule: Trustee compensation and expense arrangements

5. Notice Details: Contact information for all parties

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

United States

Publisher

Genie AI

Document Type

Security Agreement

Cost

Free to use
Relevant legal definitions
Clauses
Industries

UCC Article 9: Uniform Commercial Code Article 9 governs secured transactions and provides rules for creation, perfection, and enforcement of security interests in personal property

Trust Indenture Act of 1939: Federal law regulating the issuance of debt securities, requiring appointment of independent trustee to protect bondholders' interests

Securities Act of 1933: Federal law requiring registration of securities offerings and disclosure of material information to investors

Securities Exchange Act of 1934: Federal law governing secondary market trading of securities and establishing the SEC

State Trust Codes: State-specific laws governing the creation, administration, and enforcement of trusts within each jurisdiction

Uniform Trust Code: Model law adopted by many states providing comprehensive framework for trust administration and management

State Security Interest Regulations: State-specific rules governing creation and enforcement of security interests in property

SEC Regulations: Federal regulatory requirements governing securities transactions and reporting obligations

Federal Reserve Regulations: Banking regulations that may affect security arrangements involving financial institutions

FDIC Requirements: Federal Deposit Insurance Corporation rules affecting security arrangements involving bank assets

Bankruptcy Code: Federal law governing bankruptcy proceedings and affecting enforceability of security interests in bankruptcy

Internal Revenue Code: Federal tax laws affecting the tax treatment of trust arrangements and secured transactions

Dodd-Frank Act: Federal law imposing additional requirements on financial institutions and certain security arrangements

Bank Secrecy Act: Federal law requiring financial institutions to assist government agencies in detecting and preventing money laundering

Common Law Fiduciary Duties: Legal principles establishing standards of conduct for trustees and other fiduciaries

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Credit Agreement Margin Account

A U.S.-governed agreement establishing terms for margin lending between a broker-dealer and customer for securities trading.

find out more

Model Intercreditor Agreement

A U.S.-law governed agreement establishing rights and priorities between different classes of creditors in secured financing transactions.

find out more

Simple Loan Agreement With Collateral

A U.S. legal agreement establishing terms for a secured loan, including collateral provisions and repayment terms.

find out more

Sale Of LLC Interest Agreement

A U.S. legal agreement documenting the sale and transfer of ownership interests in a Limited Liability Company from one party to another.

find out more

Sale Of Shares Agreement LLC

A U.S. legal agreement documenting the sale and transfer of ownership interests in a Limited Liability Company.

find out more

Collateral Substitute Exchange Agreement

A U.S. legal agreement enabling the exchange of existing loan collateral with substitute collateral while maintaining security interests under UCC provisions.

find out more

Chattel Mortgage Security Agreement

A U.S. legal document creating a security interest in movable property (chattel) to secure a loan, governed by the UCC and state laws.

find out more

Pre Lease Deposit Agreement

A U.S. legal document securing a deposit payment prior to executing a formal lease agreement, subject to state-specific property laws.

find out more

Lending Agreement With Collateral

A U.S.-governed agreement establishing terms for a secured loan, including collateral provisions and security interests under UCC.

find out more

Security Agreement Contract

A U.S.-governed agreement creating a security interest in collateral to secure an obligation, subject to UCC Article 9.

find out more

Pledge Security Agreement

A U.S. law-governed agreement creating a security interest in assets to secure an obligation, subject to UCC Article 9.

find out more

Auto Security Agreement

A U.S. legal document creating a lender's security interest in a motor vehicle under UCC Article 9 and state laws.

find out more

Restaurant Investment Contract

A U.S.-governed agreement establishing terms for restaurant business investment, including ownership rights and profit-sharing arrangements.

find out more

Broker Dealer Referral Agreement

A U.S.-governed agreement establishing terms for referring clients to broker-dealers, compliant with SEC and FINRA regulations.

find out more

Key Holding Contract

A U.S.-compliant agreement governing the professional storage and management of property keys by a security service provider.

find out more

Security Interest Agreement

A U.S. legal document creating an enforceable security interest in collateral under UCC Article 9 to secure an obligation.

find out more

Safe Deposit Box Lease Agreement

A U.S.-governed agreement between a financial institution and customer for the rental and use of a secure storage box within the institution's premises.

find out more

Mortgage Security Agreement

A U.S. legal document creating a security interest in real property to secure a loan, subject to federal and state mortgage regulations.

find out more

Stock Collateral Loan Agreement

A U.S.-governed agreement establishing terms for a loan secured by stocks or securities, subject to federal and state securities regulations.

find out more

Pledged Collateral Account Control Agreement

A U.S. tri-party agreement establishing control over accounts pledged as collateral under UCC Article 9.

find out more

Tri Party Collateral Agreement

A U.S.-governed agreement between three parties establishing terms for custody and management of collateral assets, including rights and obligations of pledgor, secured party, and custodian.

find out more

Safe Deposit Box Rental Agreement

A U.S.-compliant contract establishing terms for renting a secure storage box from a financial institution.

find out more

Purchase Money Security Agreement

A U.S. legal document under UCC Article 9 that creates a security interest in specific purchased goods to secure their financing.

find out more

Master Loan And Security Agreement

A U.S.-governed agreement combining loan terms and security arrangements for secured lending transactions.

find out more

Loan Against Shares Agreement

A U.S.-governed agreement establishing terms for loans secured by shares as collateral, subject to federal and state securities regulations.

find out more

Cyber Security Agreement

A U.S.-governed agreement establishing terms for cybersecurity services, data protection, and incident response procedures.

find out more

Confidentiality Ip And Data Protection Agreement

A U.S.-governed agreement combining confidentiality, IP protection, and data privacy compliance obligations.

find out more

Preferred Stock Subscription Agreement

A U.S.-governed agreement documenting the purchase of preferred stock by investors, including terms, conditions, and rights of the investment.

find out more

Debenture Purchase Agreement

A U.S.-governed agreement for the issuance and purchase of corporate debentures, subject to federal and state securities laws.

find out more

Purchase Security Agreement

A U.S. legal document creating a security interest in property to secure payment or performance of an obligation, governed by UCC Article 9.

find out more

Note And Warrant Purchase Agreement

A U.S.-governed agreement establishing terms for investors to purchase convertible notes and warrants from a company.

find out more

Note And Security Agreement

A U.S. legal document combining a promissory note with a security agreement, establishing loan terms and collateral rights under UCC provisions.

find out more

Global Collateral Account Control Agreement

A U.S.-governed agreement establishing control over global collateral accounts and security interests under UCC regulations.

find out more

Factoring And Security Agreement

A U.S.-governed agreement establishing terms for the sale of accounts receivable to a factor and granting associated security interests.

find out more

Debenture Trustee Agreement

A U.S.-governed agreement appointing a trustee to act on behalf of debenture holders and setting out the terms of the relationship between issuer and trustee.

find out more

Data Protection Agreement

A legally binding agreement governing personal data processing and protection under U.S. federal and state privacy laws.

find out more

Consumer Security Agreement

A U.S. legal document that establishes a lender's security interest in a consumer borrower's property as collateral for a loan or credit.

find out more

Commercial Pledge Agreement

A U.S.-governed agreement establishing a security interest in assets as collateral for securing obligations.

find out more

Collateral Control Agreement

A U.S.-governed agreement establishing third-party control over collateral securing a loan or obligation, subject to UCC Article 9.

find out more

Preferred Equity Agreement

A U.S.-governed agreement establishing terms and conditions for preferred stock issuance, including investor rights and privileges.

find out more
See more related templates

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

2 Docs LeftAccess Now