The Issuing and Paying Agency Agreement (IPAA) is a fundamental document in U.S. securities transactions, used when an entity plans to issue securities or commercial paper and requires a financial institution to manage the administrative aspects of the issuance and payment process. The agreement is critical for compliance with U.S. federal and state securities laws, SEC regulations, and banking requirements. It details the mechanisms for issuance, payment procedures, record-keeping requirements, and the respective obligations of all parties involved. The IPAA is particularly important for medium-term note programs, commercial paper programs, and other debt security issuances.
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1. Parties: Identifies the issuer, paying agent, and other relevant parties
2. Background: Establishes context of the agreement and program details
3. Definitions: Key terms used throughout the agreement
4. Appointment of Agent: Terms of appointment and scope of paying agent's duties
5. Issuance Procedures: Procedures for issuing securities and related documentation
6. Payment Procedures: Mechanisms for making payments to security holders
7. Agent's Duties: Detailed responsibilities and obligations of the paying agent
8. Fees and Expenses: Compensation structure and expense reimbursement
9. Term and Termination: Duration of agreement and termination provisions
1. DTC Procedures: Required when securities are DTC-eligible and details procedures for book-entry securities
2. Foreign Clearing Systems: Procedures for international clearing systems, used for international offerings
3. Tax Compliance: FATCA and other tax reporting requirements for international issuers or holders
1. Form of Note/Security: Template of the security to be issued
2. Fee Schedule: Detailed breakdown of agent fees and charges
3. Operating Procedures: Detailed operational procedures and timelines
4. Authorized Signatories: List of persons authorized to give instructions
5. Form of Issuance Request: Template for requesting new issuances
6. Settlement Instructions: Payment and settlement details
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