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PLAYBOOK TEMPLATES
ISDA Master Agreement
An ISDA Master Agreement standardizes derivatives trading relationships, defining netting, collateral, and termination terms. This playbook assists counsel in managing counterparty risk and regulatory compliance under derivatives frameworks.
Interest, Fees & Payments
Negotiation strategy
Negotiate competitive interest rate floors and caps to maximize returns. Ensure fee structures are transparent and justified. Establish clear payment schedules to align with cash flow projections.
Seek to minimize interest rate floors and caps to reduce costs. Clarify all fees to avoid unexpected charges. Negotiate payment schedules that provide flexibility and align with revenue cycles.
Essential elements
1
Interest Rate Floors and Caps
Minimum and maximum interest rates.
2
Fee Structure
Details of fees payable.
3
Payment Schedule
Timing of principal and interest payments.
Action framework
ACCEPT
Propose edits if interest rates are not competitive or fees are ambiguous.
EDIT
Reject if terms are overly punitive or non-compliant with jurisdictional laws.
ADD
Add clauses for clarity on payment dates and grace periods.
PRO TIP
Always verify that interest rates comply with jurisdiction-specific usury laws to avoid legal issues.
Real-world examples
FAVORABLE
Competitive Interest Rate Caps
"The interest rate applicable to the financing arrangement shall be subject to a floor of 2% per annum and a cap of 5% per annum."
NEUTRAL
Standard Fee Structure
"The Borrower shall pay an origination fee of 1%, payable on the closing date."
UNFAVORABLE
Excessive Default Interest
"Default interest shall accrue at a rate equal to 10% per annum above the applicable interest rate."
Alternative scenarios & positions
High-Risk Projects
In high-risk projects, consider higher interest rate caps to compensate for increased risk. Ensure fee structures reflect the risk profile.
Start-Up Financing
For start-ups, negotiate lower interest rates and flexible payment schedules to support growth and cash flow management.
Cross-Border Transactions
In cross-border transactions, account for currency fluctuations in interest rate calculations and ensure compliance with international usury laws.
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