The Share Lending Agreement is utilized when parties wish to establish a framework for temporary transfers of shares, typically to facilitate market making, short selling, or settlement coverage. This document, governed by Irish law, outlines the terms under which securities can be borrowed and lent, including detailed provisions for collateral management, corporate actions, and regulatory compliance. The agreement is essential for financial institutions operating in Ireland and must comply with both domestic regulations (including Central Bank of Ireland requirements) and EU directives such as the Securities Financing Transactions Regulation (SFTR). It includes specific provisions addressing Irish tax implications, regulatory reporting requirements, and market practice standards for securities lending transactions.
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1. Parties: Identification of the lender and borrower, including registration details and regulatory status
2. Background: Context of the agreement and relationship between the parties
3. Definitions and Interpretation: Definitions of key terms and interpretation rules
4. Loans of Securities: Core provisions governing the lending of shares, including initiation process and conditions precedent
5. Delivery of Securities: Procedures and timing for delivery of borrowed securities
6. Collateral Requirements: Types of acceptable collateral, delivery, maintenance, and margin requirements
7. Rights and Obligations: Key rights and obligations of both parties during the lending period
8. Income and Corporate Actions: Treatment of dividends, voting rights, and other corporate actions
9. Fees and Payments: Lending fees, payment mechanisms, and payment dates
10. Tax Provisions: Tax obligations, withholding requirements, and gross-up provisions
11. Representations and Warranties: Standard and specific representations by both parties
12. Events of Default: Circumstances constituting default and consequences
13. Termination: Termination events, process, and consequences
14. Set-off Rights: Rights of set-off and netting provisions
15. Governing Law and Jurisdiction: Choice of Irish law and jurisdiction provisions
1. Agency Provisions: Required when either party acts as agent for underlying principals
2. Custody Arrangements: Needed when involving third-party custodians
3. Market Making Provisions: Specific provisions for market makers or regulated dealers
4. Regulatory Compliance: Specific section for regulated entities with additional compliance requirements
5. Electronic Trading Platform: Required when transactions will be executed through specific trading platforms
6. Non-Standard Settlement: Required for transactions with non-standard settlement arrangements
7. Additional Services: When additional services beyond basic lending are provided
8. Sanctions and Anti-Money Laundering: Detailed AML provisions when parties require specific compliance measures
1. Schedule 1 - Form of Loan Notice: Standard form for initiating loan transactions
2. Schedule 2 - Eligible Collateral: Detailed list of acceptable collateral types and haircuts
3. Schedule 3 - Fee Schedule: Detailed breakdown of fees and calculation methodologies
4. Schedule 4 - Settlement Instructions: Standard settlement and delivery instructions
5. Schedule 5 - Contact Details: Administrative and operational contact information
6. Schedule 6 - Tax Documentation: Required tax forms and documentation
7. Appendix A - Supplemental Terms: Any jurisdiction-specific or party-specific terms
8. Appendix B - Operating Procedures: Detailed operational procedures and requirements
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