Legal & Documentation

Keep up with the laws and regulations that dictate how you do business – and find the forms and guidelines you need to demystify the process, including:

Primary market resources

  • Forms of Credit Agreements and LevFin Model Credit Agreement Provisions
  • Guidance on OFAC, KYC, FCPA and flood insurance regs
  • Liability management transactions drafting guidance
  • Sustainability frameworks and guidance
  • Market advisories

Secondary trading resources

  • Trade confirmations, incl. Par, Distressed and Primary Allocation
  • Participation Agreements for Par and Distressed
  • Market advisories
  • Drafting guidelines and best practices

Other resources

Related LSTA websites

Relevant other content areas

Recent media

This video walks you through the Green Loan Drafting Guidance and Engagement Letter Inserts documents recently published in final form.
LSTA’s Form of Purchase and Sale Agreement and Settling a Distressed Trade presented by David Hoyt and Kenneth Rothenberg of Alston & Bird LLP and Amanda Segal and Stacy Tecklin of Katten Muchin Rosenman LLP....
LSTA Form of Distressed Participation Agreement and Collateral Annex podcast is presented by Justine Block of Hahn & Hessen LLP and Michael Fransella and Jennifer Mink of Morrison & Foerster LLP....
In this podcast, Paul B. Haskel, Partner, Richards Kibbe & Orbe LLP and Mark Pesso, Partner, Clifford Chance US LLP discuss the LSTA’s Form of Distressed Trading Confirm....
In this podcast, Nicholas Laveris, Of Counsel of Orrick, and Amy Pasacreta, Senior Associate of Orrick, discuss the LSTA’s Form of Proceeds Letter Agreement which can be used to settle a distressed trade where the borrower is a debtor in a case under Chapter 11 of the Bankruptcy Code....

Recent publications/releases

This CRD VI Advisory provides key guidance on the material points of the legislation for loan market participants and proposes practical solutions for compliance.
Attached is the blackline reflecting changes to the CRD VI market advisory dated May 27, 2026.
This form includes select provisions of a New York law-governed credit agreement (eg, tax, yield protection, agency, assignment, defaulting lender, disqualified institution provisions, etc.).
Here is blackline Exhibit A – Cooperation Agreement Key Terms and Provisions (29Apr26 vs 18May26)  ...

Key subject matter experts

Tess Virmani

General Counsel and EVP/Head of Policy

Elizabeth Yazgi

Assistant General Counsel

Search LSTA