9
PLAYBOOK TEMPLATES
Loan Agreement (Secured)
A Secured Loan Agreement provides financing backed by collateral assets, outlining repayment and enforcement terms. This playbook explains negotiation of covenants, events of default, and security perfection requirements.
Regulatory Compliance
Negotiation strategy
Ensure that the contract includes explicit commitments to comply with all applicable laws. Request periodic compliance reports and audit rights to verify adherence.
Negotiate for reasonable efforts to comply with applicable laws, and agree to provide compliance reports only upon request to minimize administrative burden.
Essential elements
1
Compliance Obligations
Adherence to applicable laws.
2
Reporting Obligations
Periodic compliance reports required.
3
Audit Rights
Verification of compliance adherence.
Action framework
ACCEPT
Propose edits to include jurisdiction-specific compliance requirements.
EDIT
Reject clauses that lack clear compliance commitments.
ADD
Add comprehensive compliance clauses to protect against liabilities.
PRO TIP
Always align compliance clauses with the latest regulatory requirements and internal policies.
Real-world examples
FAVORABLE
Preferred Regulatory Compliance Clause
"The parties agree to comply with all applicable laws, including but not limited to securities laws, AML regulations, and sanctions. The parties shall provide periodic compliance reports and grant audit rights to verify adherence to these obligations."
NEUTRAL
Fallback Compliance Clause
"The parties shall use reasonable efforts to comply with applicable laws and regulations, providing compliance reports upon request."
UNFAVORABLE
Vague Compliance Commitment
"The parties will comply with relevant laws as necessary."
Alternative scenarios & positions
High-Risk Jurisdictions
In high-risk jurisdictions, ensure the clause includes specific references to local regulatory bodies and compliance standards.
Cross-Border Transactions
For cross-border deals, include compliance obligations for each jurisdiction involved to mitigate legal risks.
Industry-Specific Regulations
In industries with stringent regulations, tailor the compliance clause to address specific industry standards and requirements.
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WEEK 2
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WEEK 3
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WEEK 4
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