open

Loan Market Legal & Documentation

Standardizing loan documentation is a core function of the LSTA. Our suite of primary and secondary loan market documents is consistently updated and augmented each year. Timely market advisories offer guidance and help resolve market issues.

Standard Docs

Displaying 1-5 of 16 results.
DateTitle/DescriptionFiles
Oct 16, 2018

Model Credit Agreement Provisions for Investment Grade Revolving Credit Financings

Non-Member Price is $5,000. Call (212) 880-3000 to inquire about purchase.

Login
May 31, 2018

Administrative Details Form ("ADF")

Non-Member Price is $1,000. Call (212) 880-3000 to inquire about purchase.

Login
May 11, 2018

Certification Regarding Beneficial Owners of Legal Entity Customers

Login
Apr 2, 2018

LSTA Form of Incremental Facility Amendment to Credit Agreement

Login
Oct 19, 2017

Form of Credit Agreement

Non-Member Price is $7,500. Call (212) 880-3000 to inquire about purchase.

Login

Market Advisories

Displaying 1-5 of 10 results.
DateTitle/DescriptionFiles
Oct 10, 2018

Divisons by Delaware LLCs

Members Only

Login
Aug 10, 2018

New ERISA Representations for LSTA MCAPs

Members Only.

Login
May 11, 2018

FinCen's Customer Due Diligence Rule - Certification Regarding Beneficial Owners of Legal Entity Customers

Login
Aug 7, 2017

Pro Rata Provisions in Credit Agreements

Members Only.

Login
Sep 22, 2015

Bail-in Rule Advisory

Members Only.

Login

Guidelines & Memos

Displaying 1-5 of 16 results.
DateTitle/DescriptionFiles
Aug 1, 2018

US Sanctions Issues in Lending Transactions

Call LSTA @ (212) 880-3000 to inquire about this document.

Login
Apr 2, 2018

Blockchain and Distributed Ledger Technology: An Analysis of its Impact on the Syndicated Loan Market

Part Three: Application of Blockchain Technology to the Loan Market.  Members Only

Login
Mar 1, 2018

Blockchain and Distributed Ledger Technology: An Analysis of its Impact on the Syndicated Loan Market

Part Two: Smart Contracts.  Members Only

Login
Feb 1, 2018

Blockchain and Distributed Ledger Technology: An Analysis of its Impact on the Syndicated Loan Market

Part One: General Considerations and Blockchain Primer.  Members Only

Login
Nov 16, 2017

LSTA Code of Conduct

Available to Non-Members. Call (212) 880-3000 to inquire about receiving this document.

Login

Drafts

Displaying 1-3 of 3 results.
DateTitle/DescriptionFiles
Oct 12, 2018

KYC Guidelines

Login
Jun 25, 2018

Form of Agreement Among Lenders (AAL)

Login
Jun 25, 2018

Form of Agreement Among Lenders (AAL) - Blacklined

Against the draft dtd March 5, 2018

Login

Blacklined Documents

Displaying 1-4 of 4 results.
DateTitle/DescriptionFiles
Oct 10, 2018

Divisons by Delaware LLCs

Blacklined against the draft dtd September 28, 2018

Login
Aug 10, 2018

Blacklined - New ERISA Representations for LSTA MCAPs

Against the draft dtd July 13, 2018

Login
Aug 1, 2018

US Sanctions Issues in Lending Transactions

Blacklined against the US Sanctions document dated December 6, 2017

Login
Oct 5, 2017

Know Your Customer Considerations for Syndicated Lending and Loans ("KYC Guidelines")

Blacklined against the KYC Guidelines dated January 20, 2016

Login

Our Partners

                   thomson-reuters   spg_dji_red_pos_rgb  lmb-logo  spg_mrkt_hz_rgb_pos