Your data doesn't train Genie's AI
You keep IP ownership of your information
1. Parties: Identifies and provides details of the lender and borrower, including their regulatory status and authority to enter into the agreement
2. Background: Sets out the context of the agreement and the parties' intentions to enter into securities borrowing arrangements
3. Definitions and Interpretation: Defines key terms used throughout the agreement and establishes rules of interpretation
4. Loans of Securities: Core provisions governing the borrowing of securities, including procedures for requesting and accepting loans
5. Delivery and Settlement: Details the process and timing for delivering borrowed securities and returning them
6. Collateral Requirements: Specifies the types, amount, and maintenance of collateral required to secure the borrowed securities
7. Rights and Obligations: Details the ongoing rights and obligations of both parties during the loan period
8. Fees and Payments: Specifies the borrowing fees, payment schedules, and any other financial obligations
9. Market Events and Adjustments: Addresses handling of corporate actions, dividends, and other market events affecting borrowed securities
10. Events of Default: Defines circumstances constituting default and consequences thereof
11. Termination: Procedures and circumstances for terminating individual loans or the entire agreement
12. Representations and Warranties: Standard representations and warranties from both parties
13. Tax Provisions: Addresses tax implications and responsibilities
14. Regulatory Compliance: Ensures compliance with Philippine securities laws and regulations
15. Governing Law and Jurisdiction: Specifies Philippine law as governing law and establishes jurisdiction for disputes
1. Agency Provisions: Required when either party acts as an agent for underlying clients
2. Electronic Trading Platform: Include when transactions will be conducted through specific electronic platforms
3. Custodian Arrangements: Required when third-party custodians are involved in holding securities or collateral
4. Cross-Border Provisions: Include for transactions involving international securities or foreign counterparties
5. Margin Maintenance: Detailed provisions for maintaining margin when using mark-to-market collateral arrangements
6. Force Majeure: Optional provisions for handling extraordinary events affecting market operations
7. Confidentiality: Detailed confidentiality provisions when handling sensitive market information
8. Assignment and Transfer: Include when parties want to allow for transfer of rights under the agreement
1. Schedule 1 - Eligible Securities: Lists the types of securities that may be borrowed under the agreement
2. Schedule 2 - Collateral Eligibility and Haircuts: Details acceptable forms of collateral and applicable valuation haircuts
3. Schedule 3 - Fee Schedule: Specifies borrowing fees, minimum fees, and calculation methodologies
4. Schedule 4 - Operating Procedures: Detailed procedures for loan initiation, maintenance, and termination
5. Schedule 5 - Form of Loan Confirmation: Standard form for confirming individual borrowing transactions
6. Schedule 6 - Contact Details: Lists authorized personnel and contact information for both parties
7. Schedule 7 - Standard Settlement Instructions: Details of settlement accounts and procedures
8. Appendix A - Required Regulatory Disclosures: Mandatory disclosures required under Philippine securities regulations
9. Appendix B - Tax Documentation: Required tax forms and declarations
Banking
Securities Trading
Investment Management
Financial Services
Capital Markets
Asset Management
Brokerage Services
Investment Banking
Custodial Services
Legal
Compliance
Risk Management
Trading
Operations
Settlement
Portfolio Management
Treasury
Documentation
Investment
Collateral Management
Middle Office
Securities Operations
Chief Investment Officer
Head of Securities Lending
Legal Counsel
Compliance Officer
Risk Manager
Operations Manager
Trading Manager
Portfolio Manager
Settlement Officer
Collateral Manager
Securities Operations Specialist
Investment Analyst
Chief Financial Officer
Head of Treasury
Documentation Specialist
Find the exact document you need
Real Estate Mortgage Contract
A Philippine law-governed agreement creating a security interest in real property to secure a loan, establishing terms between property owner and lender.
Letter Borrowing Money From A Friend Contract
A friendly yet legally compliant letter agreement for personal lending between friends in the Philippines, outlining loan terms and repayment conditions.
Loan Agreement Form With Collateral
A Philippine law-governed agreement establishing terms for a secured loan, including collateral arrangements and enforcement provisions.
Agreement To Loan Money To A Friend
A Philippine-compliant loan agreement template for monetary loans between friends, providing legal protection while maintaining an informal, friendly approach.
Personal Loan Form
Philippine-compliant personal loan agreement template covering loan terms, obligations, and regulatory requirements under Philippine law.
Loan Form
A Philippine-compliant loan agreement template incorporating mandatory lending disclosures and terms under local banking regulations.
Cellphone Loan Agreement
A Philippine law-governed agreement establishing terms and conditions for cellphone lending arrangements, ensuring regulatory compliance and protecting all parties' interests.
Agreement Between Co Signer And Borrower
A Philippine law-governed agreement establishing rights and obligations between a co-signer and primary borrower in a lending arrangement.
Friendship Loan Agreement
A Philippine-compliant legal agreement formalizing a loan arrangement between friends or acquaintances, balancing legal protection with relationship preservation.
Deed Of Sale With Assumption Of Mortgage
A Philippine legal document that enables the sale of property while transferring existing mortgage obligations from seller to buyer, subject to Philippine property and banking regulations.
Hardware Loan Agreement
A Philippine law-governed agreement establishing terms for temporary hardware equipment loans, including maintenance, liability, and return conditions.
Peer To Peer Lending Agreement
A Philippine law-governed agreement establishing terms and conditions for peer-to-peer lending transactions between lenders and borrowers, ensuring regulatory compliance and protecting both parties' interests.
Loan Car Form
A Philippine-compliant legal document establishing terms and conditions for temporary vehicle lending between parties, including responsibilities, insurance, and liability arrangements.
Money Loan Agreement
A Philippine law-governed agreement establishing terms and conditions for monetary lending between parties, including loan amount, interest, repayment terms, and security arrangements.
Family Member Promissory Note
A legally binding promissory note under Philippine law that formalizes loan agreements between family members, establishing terms and conditions while maintaining familial considerations.
Acknowledgement Of Debt Agreement
A Philippine law-governed agreement where a debtor formally acknowledges their debt and agrees to specific repayment terms.
Balloon Loan Agreement
A Philippine law-governed loan agreement featuring regular installments with a larger final balloon payment, compliant with local banking regulations.
Discounted Payoff Agreement
A Philippine law-governed agreement where a creditor accepts a reduced sum as full settlement of an outstanding debt.
Salary Loan Agreement
A Philippine law-governed agreement establishing terms for a loan repaid through salary deductions, compliant with local banking and labor regulations.
Overagreement
A Philippine law-governed master agreement establishing the framework for ongoing business relationships and future specific agreements between parties.
Inter Corporate Loan Agreement
A Philippine law-governed agreement between corporate entities establishing terms for a corporate loan, including amount, interest, repayment, and security provisions.
Facility Letter Mortgage
A Philippine banking document that combines a credit facility offer with mortgage security arrangements, compliant with local banking and property laws.
Credit Terms Agreement
A Philippine law-governed agreement establishing credit terms between creditor and debtor, including payment conditions, interest rates, and security arrangements.
Assignment Of Loan Agreement
A Philippine law-governed agreement transferring loan rights and obligations from one lender to another, subject to local banking regulations and the Civil Code.
Employee Laptop Agreement
A Philippine-compliant agreement governing the provision and use of company laptops by employees, incorporating local data privacy and cybersecurity requirements.
Peer To Peer Lending Contract
A Philippine law-governed agreement for peer-to-peer lending arrangements, detailing loan terms and ensuring regulatory compliance with BSP requirements.
Promise Note
A legally binding document under Philippine law where one party promises to pay a specific sum of money to another party at a specified time or on demand.
Loan Repayment Letter
A formal written commitment under Philippine law to repay an outstanding loan according to specified terms and conditions.
Contract For Land Purchase
A legally binding agreement under Philippine law for the purchase and transfer of land ownership between parties, incorporating all necessary local legal requirements and restrictions.
Loan Novation Agreement
A Philippine law-governed agreement that replaces an existing loan agreement with a new one, either through party substitution or modification of core terms.
Private Lending Term Sheet
A term sheet outlining key terms and conditions for private lending arrangements under Philippine law.
Personal Loan Receipt
A Philippine-compliant document that evidences a personal loan transaction and outlines repayment terms between lender and borrower.
Payday Loan Contract
A Philippine law-governed agreement for short-term loans secured against future paychecks, detailing loan terms and ensuring regulatory compliance.
Loan Agreement With Guarantor
A Philippine law-governed agreement establishing loan terms between lender and borrower, secured by a guarantor's commitment.
Loan Agreement With Collateral
A Philippine law-governed agreement documenting a secured lending arrangement with detailed provisions for loan terms and collateral security.
Investment Loan Contract
A Philippine law-governed agreement establishing terms and conditions for an investment loan, including loan amount, interest rates, repayment terms, and security arrangements.
Facility Agreement
A Philippine law-governed agreement setting out terms and conditions for providing financial facilities from a lender to a borrower, compliant with BSP regulations.
Employee Laptop Loan Agreement
A Philippine-law governed agreement for the loan of company laptops to employees, establishing usage terms and compliance requirements.
Employee Forgivable Loan Agreement
A Philippine law-governed agreement establishing terms for an employer-provided loan to an employee that can be forgiven under specified conditions.
Employee Cash Advance Agreement
A Philippine-compliant agreement governing the terms of cash advances provided to employees and their repayment through salary deductions.
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


.png)