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Document Name - ( 231 Documents Found )
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( 231 Documents Found )
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Confidentiality And No Front Running - Primary Syndication
Form of confidentiality and no front running undertaking designed for use in primary syndication
EN
CA
Confidentiality Undertaking - Potential Lenders To Credit Protection Providers
Form of confidentiality letter entered into by potential lenders and providers of credit risk insurance
EN
CA
Confidentiality Letter (Disclosing Party)
Confidentiality letter from a disclosing party to a recipient of confidential information
EN
CA
Confidentiality Letter (Recipient)
Confidentiality letter from a a recipient of confidential information to the disclosing party
EN
CA
Confidentiality Letter (Disclosing Party's Agent/Broker)
Confidentiality letter from a disclosing party's agent or broker to a recipient's agent or broker
EN
CA
Confidentiality Letter (Recipient's Agent/Broker)
Confidentiality letter from a recipient's agent or broker to a disclosing party's agent or broker
EN
CA
Master Confidentiality Undertaking
Confidentiality agreement between a disclosing party and a recipient governing all confidentiality issues which relate to trades carried out between those two parties so long as the underlying loan asset is documented under LMA primary documents
EN
CA
Master Confidentiality Undertaking For Admin/Settlement Service Providers
Confidentiality agreement between a client and a service provider providing administration and/or settlement services in respect of a facility agreement
EN
CA
Mandate Letter - Underwritten
Form of mandate letter for underwritten transactions
EN
ML
Mandate Letter - Best Efforts
Form of mandate letter for best efforts transactions
EN
ML
REF Investment Facility Agreement
Real estate finance single currency sterling multiproperty investment facility agreement
EN
FA
REF Development Facility Agreement
Real estate finance single currency sterling development facility agreement
EN
FA
Bilateral Corporate Lending Term Sheet
The static version of the Bilateral Corporate Lending Term Sheet is not available as a static document on the documentation portal. It has been produced to provide a bilateral facility term sheet structure (i.e. stripping out syndicated language from the LMA syndicated template) and to cover a wide range of potential corporate lending situations (including acquisition).
EN
AUTO
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Bilateral Corporate Lending Facility Agreement
The static version of the Bilateral Corporate Lending Facility Agreement is not available as a static document on the documentation portal. It has been produced to provide a bilateral facility structure (i.e. stripping out syndicated language from the LMA syndicated template) and to cover a wide range of potential corporate lending situations (including acquisition).
EN
AUTO
Download
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Investment Grade Multicurrency Term And Revolving Facilities Agreement With Letter Of Credit (with/without Observation Shift)
Investment grade compounded RFR multicurrency term and revolving facilities agreement - with/without observation shift - incorporating a letter of credit facility
EN
FA
Investment Grade Multicurrency Term And Revolving Facilities Agreement With Swingline (with/without Observation Shift)
Investment grade compounded RFR multicurrency term and revolving facilities agreement - with/without observation shift - incorporating a swingline facility
EN
FA
Investment Grade Multicurrency Term And Revolving Facilities Agreement (Term SOFR)
Investment grade multicurrency compounded RFR and Term SOFR facilities agreement incorporating a letter of credit facility and rate switch provisions with option for lookback with or without observation shift
EN
FA
Investment Grade Multicurrency Term And Revolving Facilities Agreement (without Observation Shift)
Compounded RFR and interbank term rate facilities agreement with compounded €STR as EURIBOR fallback (without Observation Shift)
EN
FA
Investment Grade Single Currency Term And Revolving Facilities Agreement (without Observation Shift)
Compounded RFR facilities agreement
EN
FA
Corporate Lending Facility Agreement
The Corporate Lending Facility Agreement is not available as a static document on the documentation portal and is a hybrid document incorporating both investment grade and leveraged features to accommodate a broad range of corporate lending scenarios.
EN
AUTO
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FAQs: Accessing LMA Documentation

I can't seem to find a document in PDF/or Word format. Why is this?

Our documents are generally available only in Word format, except for the LMA User Guides and markup versions which are only available in PDF format.

How can I see the changes that have been made to a revised document?

All new/updated versions of documents posted to the LMA website are also, if relevant, accompanied by markups clearly showing the changes since the last version(s) published. Both new/updated documents and associated markups can be found in the download section, adjacent to each document.

Is LMA documentation available for purchase by non-Members?

Select LMA documents are available to academic organisations or to students and lecturers for other academic purposes. For more information, contact the LMA on lmadocs@lma.eu.com. Otherwise LMA documents are available to members only.

Where can I find a historic copy of an LMA document?

All requests for historic documents must be made by existing members to lmadocs@lma.eu.com. Any historic documents requested will only be made available to members at a cost of £250 per document.

Please note that the LMA provides no guarantee that all historic copies of previously published documents are available.

FAQs: LMA.Automate for LMA members

How do I utilise LMA.Automate as an LMA member?

There are two versions of LMA.Automate you can access as a member of the LMA – both the ‘free’ and the ‘premium’ version.

The 'free version' of LMA.Automate is incorporated alongside the full suite of static documents and may be accessed via the LMA Documentation Hub. If a particular document can be generated via LMA.Automate, this will be clearly illustrated via an LMA.Automate icon next to the document in question. Members will then be taken, via a secure website link, to an online questionnaire, enabling them to generate and download a document based on the answers selected.

Functionality will be limited to document generation  – i.e. unlike the premium version of the service, there is no ability to edit, self-automate, convert to house style, reverse engineer the questionnaire, store the document, track version history, review an audit trail, collaborate or negotiate a live document or extract or analyse data. This ‘premium’ LMA.Automate functionality will only be available to LMA.Automate subscribers (i.e. as is the case now) as will bespoke, dedicated platform support.  

How does the LMA.Automate questionnaire work?

The LMA.Automate questionnaire is an interactive tool designed to streamline the creation of facility agreements with an enhanced ranged of drafting options. 

  1. Accessing the Questionnaire:
    1. Members log in to the LMA website using their secure credentials.
    2. The LMA.Automate icon containing the questionnaire link will appear next to the corresponding static document which they have searched for.
  2. Filling in the Fields:

    1. The questionnaire consists of predefined fields where members input key details about the document, such as:
      1. Facility type;
      2. Currency; and
      3. Borrower and Guarantor structure. 
  3. Dynamic inputs:
    1. As members complete the fields, the questionnaire dynamically adjusts to ensure all necessary information is captured. 
  4. Document Generation:
    1. Once the questionnaire is completed, the platform will automatically generate a draft facility agreement tailored to the member’s inputs and available for immediate download on the member’s internal systems.

It should be noted that no personal data will be requested or can be included in the questionnaire. The document will also not be stored on any internal systems of the LMA.  

If you have additional questions or need support using the LMA.Automate questionnaire, please contact the LMA documentation support team at lmadocs@lma.eu.com.

What are the differences between the free and premium versions of LMA.Automate?

LMA.Automate free version: 

  • Available to all LMA members (excluding Africa members who only have access to the Africa suite of documents); and 
  • Limited to document generation only. 

LMA.Automate premium version: 

  • Separate subscription service available to LMA members for an additional quarterly subscription fee based on number of users (please visit Document automation for banks & law firms. LMA templates for more details); 
  • Full version history/editing/accessibility to any documents created; 
  • Ability to self-automate templates for internal precedents;
  • Ability to convert documents to house style format;
  • Collaboration in real-time, using track changes and comments;
  • External parties, such as borrowers or other counterparties, can negotiate directly on the platform, with features like “pass the pen” making edits at any given time;
  • Data capture, providing reporting and analytics tools to track trends and documents which can also be integrated with existing downstream systems for further analysis and tracking;
  • Bespoke, dedicated platform support and training;
  • Integration with internal systems and APIs, such as DocuSign and iManage; and
  • Access to subscriber-led changes to the global LMA.Automate templates.  

Where can I find a historic copy of an LMA document?

All requests for historic documents must be made by existing members to lmadocs@lma.eu.com. Any historic documents requested will only be made available to members at a cost of £250 per document.

Please note that the LMA provides no guarantee that all historic copies of previously published documents are available.

Which LMA templates are currently available?

The following pre-automated LMA templates are available to members via the LMA Documentation Hub:

  • Bilateral ​Corporate Lending Facility ​Agreement; 
  • Bilateral Corporate Lending Term Sheet; 
  • Corporate Lending Facility Agreement; 
  • Corporate Lending Term Sheet; 
  • Mandate Letter; 
  • Confidentiality Undertakings; 
  • Secondary Trade Confirmations;
  • Real Estate Finance (REF) Facility Agreement;
  • REF Term Sheet; and
  • REF Security Agreement.

What static LMA template is the Corporate Lending Facility derived from?

The corporate lending facility agreement is not available as a static document on the LMA Documentation Hub and is a hybrid document incorporating both investment grade and leveraged features to accommodate a broad range of corporate lending scenarios. 

What static template is the Bilateral Facility derived from?

The static version of the bilateral facility agreement is not available as a static document on LMA Documentation Hub.  It has been produced to provide a bilateral facility structure (i.e. stripping out syndicated language from the LMA syndicated template) and to cover a wide range of potential corporate lending situations (including acquisition).

If the LMA updates their static global templates, will these changes also be reflected in the LMA.Automate templates?

Yes – once we update our global static LMA templates, we will strive to ensure that these changes are reflected within the templates available on LMA.Automate. 

My organisation is interested in subscribing to the premium version of LMA.Automate. What are the next steps?

Please visit Document automation for banks & law firms. LMA templates for further details of the premium service.

What is the 2025 pricing for the subscription-based version of LMA.Automate?

Please visit Document automation for banks & law firms. LMA templates for further details of the premium service.