Ƶ

Investment Loan Agreement for Ireland

Investment Loan Agreement Template for Ireland

An Investment Loan Agreement governed by Irish law is a comprehensive financial contract that establishes the terms and conditions under which a lender provides financing to a borrower specifically for investment purposes. The agreement incorporates requirements under Irish financial services regulations, EU directives, and Irish contract law, including compliance with the Consumer Credit Act 1995 and relevant Central Bank regulations where applicable. It details the loan facility, drawdown conditions, repayment terms, security arrangements, and investment parameters while ensuring adherence to Irish regulatory requirements and market standards.

Your data doesn't train Genie's AI

You keep IP ownership of your information

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Download a Standard Template

4.6 / 5
4.8 / 5
Access for free
OR

Alternatively: Run an advanced review of an existing
Investment Loan Agreement

Let Ƶ's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.

What is a Investment Loan Agreement?

The Investment Loan Agreement is a specialized financing document used when a lender provides funding to a borrower specifically for investment purposes in Ireland. It is particularly relevant for transactions where borrowed funds will be used for specific investment activities such as property acquisition, business expansion, or portfolio investments. The agreement must comply with Irish financial services regulations, including Central Bank requirements and EU-derived legislation. The document typically includes detailed provisions on loan mechanics, investment criteria, monitoring requirements, and risk management provisions. This type of agreement differs from standard commercial loans due to its focus on investment activities and often includes specific provisions related to the underlying investments, their performance, and associated risks. The agreement must be structured to comply with Irish law requirements regarding financial services, consumer protection (where applicable), and general contract law principles.

What sections should be included in a Investment Loan Agreement?

1. Parties: Identification of the lender and borrower with full legal names and addresses

2. Background: Context of the investment loan, purpose, and brief description of the transaction structure

3. Definitions and Interpretation: Definitions of key terms used throughout the agreement and rules of interpretation

4. The Facility: Details of the loan amount, purpose, and availability period

5. Conditions Precedent: Conditions that must be satisfied before the loan can be drawn

6. Drawdown: Procedures and requirements for drawing down the loan

7. Interest: Interest rate, calculation methods, and payment provisions

8. Repayment: Terms of repayment including schedule, prepayment provisions, and final maturity

9. Representations and Warranties: Standard and transaction-specific representations made by the borrower

10. Covenants: Positive and negative obligations of the borrower during the loan term

11. Events of Default: Circumstances constituting default and consequences

12. Changes to Parties: Assignment and transfer provisions

13. Notices: Communication requirements and contact details

14. Calculations and Certificates: Basis for calculations and evidence of amounts due

15. General Provisions: Miscellaneous legal provisions including severability, waivers, and amendments

16. Governing Law and Jurisdiction: Irish law as governing law and jurisdiction of Irish courts

What sections are optional to include in a Investment Loan Agreement?

1. Security: Required if the loan is secured against specific assets or investments

2. Guarantee: Include if there is a guarantor for the loan obligations

3. Investment Conditions: Special conditions relating to the investment purpose of the loan

4. Tax Gross Up: Include if tax gross-up provisions are required

5. Increased Costs: Protection for lender against regulatory changes affecting loan costs

6. Multi-currency Provisions: Required if the loan can be drawn in multiple currencies

7. Market Disruption: Include for floating rate loans to address market disruption events

8. Regulatory Compliance: Special section for regulatory requirements if borrower is regulated entity

What schedules should be included in a Investment Loan Agreement?

1. Schedule 1 - Conditions Precedent: Detailed list of required documents and conditions

2. Schedule 2 - Form of Drawdown Request: Template for borrower to request loan disbursement

3. Schedule 3 - Repayment Schedule: Detailed amortization or repayment schedule

4. Schedule 4 - Forms of Notice: Template notices for key communications

5. Schedule 5 - Investment Parameters: Detailed description of permitted investments and conditions

6. Schedule 6 - Calculation of Interest: Detailed interest calculation methodology

7. Appendix A - Security Documents: Forms of security documents if loan is secured

8. Appendix B - Compliance Certificates: Forms of periodic compliance certificates

Authors

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

Ireland

Publisher

Ƶ

Cost

Free to use
Relevant legal definitions








































































Clauses




































Relevant Industries

Banking & Financial Services

Investment Management

Real Estate

Private Equity

Infrastructure

Technology

Manufacturing

Healthcare

Energy

Commercial Property

Retail

Hospitality

Agriculture

Transportation & Logistics

Relevant Teams

Legal

Finance

Treasury

Risk Management

Compliance

Credit

Investment

Corporate Finance

Portfolio Management

Operations

Business Development

Company Secretariat

Relevant Roles

Chief Financial Officer

Finance Director

Investment Manager

Legal Counsel

Compliance Officer

Risk Manager

Treasury Manager

Investment Analyst

Corporate Lawyer

Financial Controller

Business Development Director

Portfolio Manager

Relationship Manager

Credit Risk Officer

Company Secretary

Managing Director

Investment Director

Fund Manager

Industries










Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Investment Sharing Agreement

An Irish law-governed agreement structuring shared investment arrangements, defining investor rights, contributions, and returns distribution.

Download

Simple Investment Agreement

An Irish law-governed agreement for straightforward company investment transactions, outlining investment terms and share issuance details.

Download

Investment Profit Sharing Agreement

An Irish law-governed agreement establishing terms for investment profit sharing between investors and business entities, including investment terms, profit calculations, and distribution mechanisms.

Download

Investment Deed

An Irish law-governed legal document that formalizes investment terms and conditions, establishing rights and obligations between investors and investee companies.

Download

Short Term Investment Contract

An Irish law-governed agreement establishing terms for short-term investment activities, ensuring compliance with Irish financial regulations and EU directives.

Download

Investment Protection Agreement

An Irish law-governed agreement establishing investment protection rights and obligations, ensuring regulatory compliance with Irish and EU investment frameworks.

Download

Bilateral Investment Agreement

An Irish law-governed Bilateral Investment Agreement establishing terms and protections for cross-border investment relationships, incorporating Irish and EU regulatory requirements.

Download

Shareholders Agreement And Share Subscription Agreement

An Irish law-governed agreement combining share subscription terms with ongoing shareholder rights and obligations, suitable for companies seeking investment or restructuring shareholding.

Download

Purchase Of Shares Agreement

An Irish law-governed agreement documenting the terms and conditions for the sale and purchase of company shares, including price, warranties, and completion mechanics.

Download

Memorandum Of Agreement For Investment

An Irish law-governed agreement establishing terms and conditions for investment transactions, including investment structure, rights, obligations, and regulatory compliance requirements.

Download

Venture Capital Agreement

An Irish law-governed agreement establishing terms and conditions for venture capital investment, including investment structure, shareholder rights, and governance framework.

Download

Share Allotment Agreement

An Irish law-governed agreement documenting the issuance of new shares by a company to specified subscribers, including terms, conditions, and statutory compliance requirements.

Download

Simple Stock Transfer Agreement

An Irish law-governed agreement facilitating the transfer of shares between parties, including essential transfer provisions and statutory requirements.

Download

Preference Share Subscription Agreement

An Irish law-governed agreement setting out terms for investors to subscribe for preference shares in a company, including share rights, warranties, and completion mechanics.

Download

Preference Share Agreement

An Irish law-governed agreement establishing terms and conditions for preference share issuance, including shareholder rights, dividend provisions, and investment protection mechanisms.

Download

Loss Share Agreement

An Irish law-governed agreement establishing terms for sharing potential losses between parties, typically used in financial transactions and restructuring scenarios.

Download

Investment Mandate Agreement

Irish law-governed agreement establishing terms for discretionary investment management services, compliant with Irish financial regulations and EU directives.

Download

Agreement For Transfer Of Shares

An Irish law-governed agreement documenting the transfer of shares from a seller to a buyer, including key terms, conditions, and compliance requirements.

Download

Agreement For Sale Of Shares

An Irish law-governed agreement for the sale and purchase of company shares, setting out transaction terms, warranties, and completion requirements.

Download

Rental Property Partnership Agreement

An Irish law agreement establishing a partnership structure for rental property operations, defining partner rights, responsibilities, and business operations.

Download

Limited Partnership Agreement Venture Capital

An Irish law-governed agreement establishing a venture capital fund structured as a limited partnership, defining the relationships between general and limited partners.

Download

Mezzanine Loan Term Sheet

An Irish law-governed term sheet outlining key commercial and legal terms for a mezzanine financing transaction, bridging the gap between senior debt and equity.

Download

Private Equity Purchase Agreement

An Irish law-governed agreement documenting the purchase of shares or assets by a private equity investor, including key terms, warranties, and completion mechanics.

Download

Limited Partnership Term Sheet

An Irish law-governed preliminary agreement outlining key terms and conditions for establishing a limited partnership, serving as the basis for the final Limited Partnership Agreement.

Download

Debt Investment Agreement

An Irish law-governed agreement establishing terms and conditions for debt investment, including lending terms, security arrangements, and regulatory compliance requirements.

Download

Bond Repurchase Agreement

Irish law-governed Bond Repurchase Agreement for securities lending transactions, incorporating relevant Irish and EU financial regulations.

Download

Equity Stake Agreement

An Irish law-governed agreement documenting the terms and conditions of an equity investment or share purchase, including ownership transfer, rights, and obligations of all parties.

Download

Investment Club Partnership Agreement

An Irish law-governed agreement establishing an investment club partnership, setting out terms for collective investment activities and club operations.

Download

Stock Agreement

An Irish law-governed agreement detailing the terms and conditions for the sale and transfer of company shares between parties.

Download

Mutual Fund Agreement

An Irish law-governed agreement establishing a mutual fund's structure, operations, and relationships between parties, compliant with Irish financial regulations and EU directives.

Download

Private Equity Investment Agreement

An Irish law-governed agreement setting out terms and conditions for private equity investment, including investment structure, shareholder rights, and governance arrangements.

Download

Subscription Agreement Private Placement

An Irish law-governed agreement documenting terms and conditions for private securities subscription, ensuring regulatory compliance and investment execution.

Download

Equity Commitment Letter

An Irish law-governed binding commitment letter outlining an investor's obligation to provide equity financing for a specific transaction or purpose.

Download

Co Investment Agreement

An Irish law-governed agreement establishing terms for multiple parties to jointly invest in a business venture, including investment commitments, governance rights, and exit mechanisms.

Download

Standby Equity Purchase Agreement

An Irish law-governed agreement establishing an investor's commitment to purchase company shares on predetermined terms, providing flexible access to equity financing.

Download

Stock Transfer Agreement

An Irish law-governed agreement that documents and effectuates the transfer of shares from a transferor to a transferee, including key terms, conditions, and statutory requirements.

Download

Company Share Agreement

An Irish law-governed agreement regulating the transfer, sale, or issuance of company shares, including terms, conditions, and parties' rights and obligations.

Download

Stock Loan Agreement

Irish law-governed agreement for securities lending transactions, establishing terms for temporary securities transfers between parties with associated collateral arrangements.

Download

Share Lending Agreement

An Irish law-governed agreement for the temporary transfer of shares between parties, including collateral arrangements and regulatory compliance requirements.

Download

Private Equity Agreement

An Irish law-governed agreement establishing terms and conditions for private equity investment, including investment structure, shareholder rights, and governance mechanisms.

Download
See more related templates

ұԾ’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ұԾ’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

We are ISO27001 certified, so your data is secure

Organizational security:

You retain IP ownership of your documents and their information

You have full control over your data and who gets to see it