A Shareholder Loan Note is commonly used when a company requires additional funding and opts to obtain it from existing shareholders rather than external lenders. This document type is particularly relevant in the United States where it must comply with both federal and state regulations, including securities laws and IRS requirements for related-party transactions. The note typically includes essential terms such as interest rates, repayment schedules, and default provisions, while potentially incorporating features like conversion rights or subordination clauses. It provides legal protection for both parties and helps avoid future disputes about the nature of the funding.
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1. Parties: Identification of the lender (shareholder) and borrower (company)
2. Background: Context of the loan and relationship between parties
3. Definitions: Key terms used throughout the document
4. Loan Amount and Purpose: Principal amount and intended use of funds
5. Interest: Interest rate, calculation method, and payment terms
6. Repayment Terms: Schedule and methods of repayment
7. Events of Default: Circumstances constituting default and consequences
8. Representations and Warranties: Standard assurances from both parties
9. Governing Law: Applicable jurisdiction and law
1. Security: Details of any collateral or security provided for the loan
2. Subordination: Priority ranking of the loan relative to other creditors
3. Conversion Rights: Terms and conditions for converting debt to equity if applicable
4. Tax Provisions: Special tax considerations and requirements for the loan
1. Repayment Schedule: Detailed schedule of payment dates and amounts
2. Security Details: Detailed description of any pledged assets or collateral
3. Corporate Resolutions: Company approval and authorization of loan terms
4. Existing Indebtedness: List of company's other outstanding loans and debt obligations
Relevant legal definitions
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